Our Team

Meet our Team

Meet your team

Professionals who listen

 

Helping you build a lasting legacy

At the heart of our wealth advisory practice is a deep commitment to caring for our clients—not just their portfolios. We build lasting relationships based on trust, empathy, and personalized guidance.

By understanding your unique goals, values, and life circumstances, we craft tailored financial strategies that support your long-term well-being. Your success is our purpose, and your peace of mind is our priority.

Our experts

Senior Wealth Advisor & Portfolio Manager

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English

Joshua has over 20 years of experience in the financial service industry and has been a Wealth Advisor at National Bank since 2013. Since joining National Bank Financial Wealth Management, Joshua has earned the Certified Investment Management designation (CIM®) and joined the firm’s Portfolio Manager group with the ability to manage client portfolios on a discretionary basis.

Prior to joining National Bank Financial Wealth Management, Joshua began his career in public accounting, where he obtained his Chartered Professional Accountant designation (CPA, CA) from a global accounting firm. He worked with a wide array of clients, ranging from small business owners and individuals to large public corporations. During his time in accounting, Joshua built a strong foundation of financial literacy and taxation which enabled him to provide valuable insight and service to clients. These qualities are invaluable to providing powerful advice and helping clients reach their goals.

Joshua holds a Bachelor of Commerce degree from Queen’s University in finance and accounting. Joshua enjoys spending time with his young family, as well as athletic and creative pursuits alongside community involvement.

Joey Li

Senior Wealth Associate

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Joey has over 15 years of experience in the financial services industry. She joined National Bank in 2012 and became a member of the Silmser Wealth Management team in 2017. Since joining National Bank Financial Wealth Management, she has obtained her options license.

Joey graduated from the Management program at the University of Toronto with a Bachelor of Business Administration degree (BBA), specializing in accounting. She began her career as a Credit Operations Analyst in the back office of a multinational bank. Her background in accounting and experience in the credit department was invaluable in gaining knowledge in the financial industry.

Joey has strong organizational and analytical skills and is committed to providing exceptional services to our clients. She collaborates closely with Josh and Sinduja and together, they focus on holistic wealth management approach and experience ensuring that all our clients’ needs are met. 

Sinduja Sriskantharajah

Associate

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Sinduja recently graduated from the Accounting and Finance Program at the Toronto Metropolitan University with a Bachelor of Commerce degree specializing in Finance.

She participated in the Co-op Program where she gained experience working as a Financial Analyst, Property Acquisitions Controls Analyst, and Realty Contract Management Analyst with the Government. During her co-op she was able to gain valuable analytical, organizational and communication skills.

While at University, she was given the opportunity to act as an Equity Research Analyst for the Toronto Metropolitan University’s Student Managed Investment Fund which oversees funds for the University.

Sinduja was also involved in many student groups where she was able to develop her relationship management skills, as she was able to secure 75+ sponsors for her Business School’s Orientation week in Summer 2023.

Sinduja was accepted into the National Bank Financial 2022 Young Women Student Mentorship Program. This one-year program allows students to take part in networking and business development activities within the world of wealth management.

In her free time, Sinduja loves to travel, spend time with her family, play Badminton, volleyball, and mentor students.

Our partners

At the heart of our success is a commitment to collaboration. By working with a network of trusted partners—banking and insurance specialists, legal experts, and tax professionals—we deliver a seamless, top-tier wealth management experience. Our clients benefit from a holistic approach that combines deep expertise, personalized strategies, and unwavering integrity. 

Meet the Silmser Wealth Management Group | National Bank Financial - Wealth Management
Photo of Christine King, Senior Advisor, Estate Planning, partner.

Christine King, J.D., TEP

Senior Advisor, Estate Planning

National Bank of Canada
 

As a Trust and Estate Planning Professional, Christine provides client centric comprehensive advice and estate plans for National Bank Financial clients. She provides guidance and strategic advice that addresses the personal wealth transfer goals and potential pitfalls of each unique client and/or family – all with the ultimate objective of creating peace of mind.

Christine’s legal experience includes private practice as well as a major financial institution. She has a particular strength in the world of Trusts. Christine completed her undergraduate studies at McGill University prior to obtaining her law degree from the University of Saskatchewan.

She is a member of the Law Society of Ontario, the Canadian Bar Association, Canadian Tax Foundation, and is a designated Trust and Estate Practitioner (TEP) as granted by the Society of Trust and Estate Practitioners.

Meet the Silmser Wealth Management Group | National Bank Financial - Wealth Management
Troy Redick, Insurance Advisor, Wealth Management, collaborator

Troy Redick, CFP CIM

Insurance Advisor, Wealth Management

NBF Financial Services Ltd., Partner of National Bank Insurance
 

Troy Redick is an Insurance Advisor with NBF Financial Services Inc, and in this role he collaborates with Wealth Advisors and Portfolio Managers to provide advice to their clients about insuring against risks such as premature death, disability, critical illness, or long-term care needs, as well as exploring tax-efficient personal and corporate estate planning strategies.

Insurance advice is part of our comprehensive wealth advice offering, and in order to better advise clients, Troy collaborates with related planning professionals such as Certified Financial Planners and Estate Planning lawyers, to truly understand client financial and family situations, goals and concerns, and provide context and information to help clients make informed decisions that can protect or better their lives in ways that matter to them.

Troy Redick is a Certified Financial Planner and Chartered Investment Manager who began his career in 2010, and prior to his current role, Troy held the position of Senior Manager - Wealth Management Solutions Group for NBFWM’s Ontario and Atlantic regions, where he drew upon his prior experience as an advisor to assist NBF advisors with practice management, business development, and client engagement.

Meet the Silmser Wealth Management Group | National Bank Financial - Wealth Management
Photo of Katherine RIchards, Finance Solution Specialist, partner.

Katherine Richards

Finance Solution Specialist

National Bank of Canada
 

As a Financial Solutions Specialist, Katherine provides personalized banking services (bank accounts, lines of credit, mortgages and home equity lines of credit) with a focus on individually tailored solutions adapted specifically to the needs of her clientele.  Her customer service-oriented approach helps clients establish the financial solutions that best assist to prioritize their financial goals, while centering on their future financial objectives. 

Katherine has 15 years of banking experience, mainly with National Bank, in a variety of capacities such as operations, head office and the branch network.

Meet the Silmser Wealth Management Group | National Bank Financial - Wealth Management
Photo of Susan Moore, Lead Expert - Wealth Management Solutions, partner.

Susan Moore, CPA, CA, TEP 

Lead Expert - Wealth Management Solutions

National Bank Financial - Wealth Management
 

Susan has extensive experience in tax and wealth management and is passionate about client service.  She is known for her ability to simplify complicated income tax concepts and client situations to make them understandable.  In her most recent role as a Tax Partner at Deloitte, Susan served high net worth clients in corporate, personal, and trust taxation, and lead a program which provided income tax compliance and advice to all Deloitte partners across Canada. Susan also has experience in the Wealth Management business as she spent six years as a Wealth Specialist at RBC Dominion Securities, where she worked with clients to achieve tax-effective solutions and helped develop and strengthen relationships with internal teams and external clients. Prior to that, Susan worked at KPMG for many years. 

Susan holds a B. Comm (Honours) from Queen’s University at Kingston, is a Chartered Professional Accountant (Ontario), and has a designation from the Society of Trust and Estate Practitioners. Susan is and has been actively involved in volunteering with various organizations, including Ottawa Salus and the Queen’s Gift Planning Advisory Committee.

Contact us

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