Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our finance and customer service professional teams are here to help you manage your wealth.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Wealth Advisor & Portfolio Manager

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Graeme’s investment approach is grounded in three fundamental values: integrity, performance and accountability. He is committed to placing his clients’ interests first while providing the services they need, when they need them. Graeme works with you to develop a detailed wealth management plan, taking your entire financial picture into account. He then follows up with regular reporting and communication so you can continue to evaluate his advice.

Graeme graduated from the University of Alberta in 1992 with a Bachelor of Commerce. He is a member with FP Canada and holds the Certified Financial Planner (CFP®) designation. Graeme has also obtained the Chartered Investment Manager (CIM®) designation and continues to maintain this high level of expertise through due diligence and continuing education. He has appeared in the media to provide commentary on finance and investing issues and has served on the pension committee of a pension plan with more than 1,000 members.

Graeme believes in supporting the community where he works and lives – both financially, through the Sivertson Family Charitable Fund and with his time. He currently serves on the board of the Rallying with Ryder Foundation, Snow Valley Racing Association and was a member of the board, the finance committee and the investment committee at The Compassion House Foundation for a number of years. Graeme has also spent several years as a volunteer soccer and alpine ski racing coach.

He and his wife, Monica, live with their two children in Edmonton where they enjoy exploring the outdoors, spending time with friends and family, and travelling.

Wealth Advisor & Portfolio Manager

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English, French

Bruno Mercier is a Wealth Advisor and Portfolio Manager at National Bank Financial. He has been with NBF for his entire career, assisting clients achieve their financial goals. He can provide discretionary portfolio management services which is reserved for those advisors of the highest integrity. Bruno is also a Certified Financial Planner (CFP®) as well as a Canadian Investment Manager (CIM®) and has in-depth options, futures and insurance expertise. Since June 2015, he also has the FCSI® designation. The Fellow of CSI (FCSI®) is the pinnacle credential and highest honor in Canadian financial services. Its stringent experience, education and ethics requirements make it one of the most challenging credentials to obtain and maintain, making FCSIs the most valuable leaders in the industry.


Bruno has won the Portfolio Management Excellent Award in the Alberta and Okanagan Region three years in a row (2019-2021). Among many other personal achievements, Bruno has been repeatedly selected for the firm’s President’s Club which demonstrates the attributes required of a top advisor.


Caring deeply about giving back to his community, Bruno is an active member and sits on various boards involved in helping people living in poverty and those dealing with disabilities. He was recognized in his region by National Bank Financial with the social commitment award.


He completed a Bachelor of Science with a major in Biological Sciences and a minor in Chemistry from the University of Alberta.


Bruno, his wife and their four children currently reside in Bonnie Doon. He grew up in the Avonmore district of Edmonton and is the second in a family of four children. He enjoys skiing, cycling, camping, woodworking and is hoping to build a sailboat when he retires.

Wealth Advisor

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English, French

Saadet has over ten years of retail banking experience where she has been assisting clients achieve their financial goals. With a Bachelor of Business Administration (BBA) from the Université du Québec à Montréal, majoring in finance, she is well-versed in financial planning and providing investment advice. She worked as a Senior Financial Advisor for the last six years. She has been a licensed MFDA advisor since June of 2014. She strongly believes in working closely with her clients to develop a deep understanding of their goals and objectives. She believes in client education and strives to empower her clients to make sound financial decisions for their future. She enjoys taking the time to learn about their families, their businesses and most importantly, their future goals.

Born in Turkey, and raised in Montreal, Saadet is fluent in English, French and Turkish. Saadet, her husband, and their two young children, ages three and one, reside in Edmonton, where they enjoy exploring the outdoors, spending time with friends and extended family and travelling!

Jordan Hallman

Wealth Associate

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Jordan Hallman is a Wealth Associate at National Bank Financial for SM Financial Group. His primary roles are to assist clients with all money movement requests, scheduling meetings, preparing meeting prep reports, answering any questions you may have, and will periodically touch base to see how you are doing, or when we require information from you.

He has also newly completed his Canadian Securities Course, and the Canadian Standards and Practices Handbook necessary to be securities licensed. He is also currently studying towards his Wealth Management Essentials (WME) certification.

Born and raised in West Edmonton, Jordan is the oldest in the family with two siblings. He has recently completed a Bachelor of Commerce degree from the University of Alberta with a major in finance and a minor in psychology. In Jordans free time, he enjoys personal fitness, building computers, playing guitar, skiing and spending time with friends and family.

Nicole Stenger


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Nicole Stenger is an Associate at National Bank Financial for the SM Financial Group. Her role involves managing database operations, updating various accounts, maintaining effective communication throughout the team as well as striving to provide superb customer service for each and every client. Nicole also hopes to become licensed shortly, so she can execute trades on the behalf of clients. Not bilingual yet but aspiring to be, Nicole will be working on the skill too.

Born and raised in southwest Edmonton, Nicole is the first in a family of two siblings. Her family is very close, and she enjoys spending lots of time with them.

Nicole recently completed a Bachelor of Commerce degree with a major in marketing from MacEwan University which provide her various valuable skills which are applicable in her current role at National Bank Financial.

Outside of work, Nicole has been playing soccer since she was four years old, enjoys playing dodgeball in a recreational league and loves spending time with her friends. She adores animals, loves to travel when she can fit it into her schedule and enjoys watching the Edmonton Oilers - whether that be during their successes or their failures.

Elizabeth Cordeau


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English, French

Elizabeth Cordeau is an Associate with the SM Financial Group at National Bank Financial.  As our service associate, her primary roles include any documentation, reports, and any service-related questions.  

Her knowledge gained through completing her Bachelor of Science at the University of Alberta, along with her previous work experience and willingness to learn, makes her well-rounded in management and customer service. 

Elizabeth was born in Quebec but has had the opportunity to live in various countries around the world, including the Netherlands, Germany, Thailand, and multiple different parts of the United States.  She is the oldest of four siblings and is bilingual in both English and French. 

Edmonton is the place she calls home, where she enjoys spending time with her family, friends, as well as her animals! In her spare time, she enjoys reading, horseback riding, gymnastics, and doing agility with her dogs. 


Our financial advisors | SM Financial Group | National Bank Financial - Wealth Management
Photo of Charlene Sunderland, Premium Banker, collaborator and partner.

Charlene Sunderland

Premium Banker

National Bank of Canada

As Premium Banker, Charlene Sunderland provides a full suite of banking and lending solutions tailor-made for clients of National Bank Financial - Wealth Management (NBFWM). Working exclusively with Wealth Advisors, and as a complement to the existing advice provided by NBFWM, Charlene assures continuity in the execution of their clients’ wealth management strategies. With over 15 years of experience in the financial industry, she is recognized for her leadership skills and her considerable knowledge of banking, lending and financial services.

Our financial advisors | SM Financial Group | National Bank Financial - Wealth Management
Photo of Bryan Ference, Insurance Advisor

Bryan Ference, CLU, CHS, EPC

Insurance Advisor

National Bank Financial 

Bryan brings over 27 years of industry experience to his role as Business Development Manager, Insurance.

Bryan provides education and sales support to Wealth Advisors and their teams. He uses his expertise and experience to provide  individualized, intelligent solutions for their clients and prospects.

Bryan is a student of the business and is always striving to enhance his knowledge through profession development courses. He currently holds a CLU(Chartered Life Underwriter) designation, a CHS(Certified Health Specialist) designation as well as the EPC(Elder Planning Counsellor) designation.

Our financial advisors | SM Financial Group | National Bank Financial - Wealth Management
Photo of Anca Ivanov, Commercial Banking Manager.

Anca Ivanov

Commercial Banking Manager

National Bank of Canada 

  1. Financial Planners are authorized to act in the field of Financial Planning. They exercise their duties for National Bank Financial Inc., a financial planning firm.

  2. We work closely with the Taxation, Retirement and Estate Planning Team from National Bank Trust, made up of multidisciplinary experts who provide knowledge and advice that complement our service offering. These experts assist us in providing the best solutions for your personal finances related to taxation, retirement and estate planning.

  3. Insurance products and services are provided by National Bank Insurance Firm (NBIF) or by NBF Financial Services (NBFFS), as applicable. NBIF and NBFFS are not members of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

Contact us

Get contact information for our team members and find out where our offices are.