Meet our team

Grant Schnurr is a Senior Wealth Advisor at National Bank Financial. He has been an advisor for over 40 years and has also held positions in syndicated product development and management at national investment firms. He is a licensed advisor, graduate of the University of Alberta, Fellow of the Canadian Securities Industry as well as a certified Investment Manager. His responsibilities include asset management, portfolio research and reviews, estate and intergenerational tax and insurance planning. Evenings and weekends you will find Grant outside in the garden or at his easel painting.

Alex MacKay is a licensed Wealth Advisor with Schnurr Wealth Management Group, our Victoria based portfolio management team with National Bank Financial. He began his career in the financial services industry in 2013 and has been a valued member of Schnurr Wealth Management Group since 2015. Alex resides in Victoria, born and raised on the island. He graduated with a Commerce degree from the Gustavson School of Business at the University of Victoria and later attained his Chartered Financial Analyst (CFA) designation. The CFA Charter is regarded among the most respected designations in finance and is widely considered to be the gold standard in the field of investment analysis. Alex assists clients with investment portfolio management, financial and estate planning preparation, research and analysis. Outside of the office, Alex likes to spend his time outdoors cycling, skiing and fly fishing.

Kathleen is a licensed Wealth Associate of 36 years who joined National Bank Financial in 2001.  She graduated from Camosun College in the Business Administration program, majoring in Finance.  She enjoys her role as an associate working closely with clients and her team.  She starts her days in the office early in the morning.   Her primary responsibility is client service which includes portfolio review preparation and follow up, research preparation, booking appointments, and portfolio inquiries.  In her spare time, Kathleen likes to walk, read, and enjoy   quiet time. 

Kirsty started with National Bank Financial in an operations and branch administration role, gaining great client relations and compliance experience. She joined our team in 2022 as a licensed Wealth Associate and handles the administration and documentation tasks for our team. Originally from Coquitlam BC, she moved to Victoria to complete a bachelor’s degree in Economics at UVic and stayed to make the Island her home. On the weekends you will find her enjoying the local restaurants and exploring the Island with her family and Bernese Mountain Dog, Wallace. She will be away on maternity leave Sept 2022-Sept 2023.

Meg joined our team in Spring 2023 with an impressive educational background. She has a Master’s Degree in Global Management and a Bachelor’s Degree in Electronics and Telecommunication Engineering. She also has extensive work experience in customer service, operations, and financial services. Meg is licensed as an Investment Representative with the Investment Industry Regulatory Organization of Canada (IIROC).

Meg is client-focused and detail-oriented. Her goal is to provide superior service to clients. Meg’s hobbies include travelling and swimming. She moved to Canada in 2018 from India and is happy to call Victoria her home.