Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.

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

Senior Wealth Advisor & Portfolio Manager
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English

Kimberly is the principal Portfolio Manager and Wealth Management Professional for the team.She enjoys providing a personalized and holistic approach to servicing the financial needs of our clients. She has experience in areas of Investment Portfolio Management, Retirement and Estate Planning, Cash Flow Management and Risk Management. Kim has been in the financial services business since 1999. 

Kim grew up in Vernon BC and moved to Victoria to study business at the University of Victoria. She earned her Bachelor of Commerce Degree in 1999 and she is a Certified Financial Planner.

In 2015 she earned the Chartered Investment Manager Designation (CIM) and has been appointed as Portfolio Manager at National Bank Financial. She specializes in income strategies for retirement and she works with individuals, families and business owners. In her free time Kim enjoys travel, skiing, golf and yoga.

Sylvia Yzenbrandt

Senior Wealth Associate
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Sylvia joined the financial industry in 2018 working with her father and mentor Dirk Yzenbrandt.

She completed the National Bank Financial Rookie program in May of 2021 and is a registered representative working to earn the Chartered Investment Manager designation. Sylvia provides invaluable support to the team through trading, administration of client accounts, and ensuring all clients needs are handled efficiently with the highest level of service. She understands that each client and their family is unique and always makes an effort to exceed expectations by personalizing services.

Sylvia thrives in the dynamic nature of the investment business and loves being in a career where she is continually learning. She has a diverse background in project management and leading continuous improvement initiatives with her previous roles at Viking Air and Husky Energy.

Outside of the office, Sylvia is a busy mom with 2 small children. If there’s a chance for a spare moment, you’ll find her enjoying beaches and parks with her family, trying out new recipes in the kitchen, or planning her next travelling adventure.

Abhishek Modi 

Wealth Associate
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English

Abhishek joined the team in March of 2023. He graduated from Royal Roads University with a Bachelor’s degree in Business Administration and immediately became interested in exploring the financial industry and growing in it. His journey started in 2022 with the Canadian Securities Course and he is working on completing his licensing requirements.

Abhishek enjoys developing and improving processes while working with numbers. He will be handling administrative tasks, scheduling meetings, answering phone calls, keeping client records up to date along with providing excelling client service.

Outside of work, Abhishek loves going on hikes around the island or adding another book to his library. When time permits, he occasionally takes up his sketchbook to turn a beautiful scenery into portrait.

Our partners

Our financial advisors | Statera Wealth | National Bank Financial - Wealth Management
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Derek Cheung

Premium Banker

National Bank of Canada
 

Derek provides banking and financing solutions to clients by keeping their goals and lifestyle top of mind. He works closely with clients’ integrated investment objectives and overall wealth management strategies. With over 13 years of banking experience, from working in Downtown Vancouver to Toronto’s Financial District, he has collaborated with clients of all backgrounds to provide them with sound advice and feasible financing strategies to help them achieve their ambitions. Having always approached his role from a relationship-focused standpoint he strives to deliver top-tier service with his expert-knowledge, professionalism, and dedication to clients.

When not at the office, Derek enjoys travelling around the world to admire the diverse cultural sites, natural wonders, and eat the local food. Having visited over 42 countries, he hopes to visit them all one day. Closer to home, he lives in the Lower Mainland with his dog and enjoys going for runs, hikes, and soaking in all the beauty that B.C. provides. A strong believer of giving-back he actively supports and donates to B.C. Children’s Hospital, Canadian Cancer Society, and Plan International Canada.

Our financial advisors | Statera Wealth | National Bank Financial - Wealth Management
Dave Pettenuzzo Insurance Advisor & Financial Planner, collaborator

Dave Pettenuzzo B.Com. CFP CLU CH.FC RHU

Insurance Advisor & Financial Planner

National Bank Insurance Firm

Dave is an Estate and Insurance Planning Specialist with National Bank Insurance Firm. He is a Chartered Life Underwriter, Certified Financial Planner, Chartered Financial Consultant and a Registered Health Underwriter. Dave has extensive experience in personal and corporate financial planning, as well as advanced tax and estate planning.

Dave has successfully been assisting NBF Wealth Advisors and their clients with their Insurance and Estate Planning needs since Spring of 2008. His approach is to provide clear and prudent solutions which benefit the client and help solidify their overall financial plan.

Our financial advisors | Statera Wealth | National Bank Financial - Wealth Management
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Manijeh Moieni

Senior Estate Planning Advisor²
National Bank of Canada

Having been called to the Bar of British Columbia in 1996, she has accumulated years of diverse professional experience including working at prestigious Vancouver law firms, operating her own successful law office, as well as teaching law through the Law Society of BC and Langara College. Manijeh’s philosophy is simple. She sincerely cares about her clients, their issues, and results. She provides high quality estate planning services, and acts with integrity, honesty, respect and fairness. Manijeh offers every client personal attention combined with a high level of professional integrity. This leads to estate planning solutions tailored to the specific needs of each client whether she is providing an estate consultation or an estate plan.

Our financial advisors | Statera Wealth | National Bank Financial - Wealth Management
Photo of Carla Norris, Senior Consultant, Trust & Advisory Service

Carla Norris

Senior Consultant, Trust & Advisory Service¹
National Bank Financial - Wealth Mangement

Carla has been providing comprehensive financial planning services to executives, professionals, entrepreneurs, retirees and families for over 20 years. This experience has provided her exposure to diverse planning areas, including retirement planning, tax planning, cash management and estate planning.  Carla particularly enjoys the challenge of capturing the many details to be considered when making difficult financial decisions, and then making those decisions easy for clients to understand. Carla is a Certified Financial Planner (CFP).  She is a member of the Canadian Institute of Financial Planners and the Estate Planning Council of Vancouver.  She received the prestigious Fellow of FPSC distinction in 2013.

Our financial advisors | Statera Wealth | National Bank Financial - Wealth Management
Photo of David Luo, Premium Banker

David Luo

Premium Banker

National Bank of Canada
 

David has been working in the financial industry for more than 5 years.  With his previous successful experience as a top performer at another company, he is passionate about helping NBF clients make   sound   financial   decisions for their future by onboarding them with NBF Privilege Banking Package.   David is looking   forward to supporting clients by continuing to be providing advice on banking   solutions, mortgage solutions and other banking services. He is keen to service clients with his knowledge, experience and heart.

David’s expertise is:

  • Research, analyze, understand client’s financial situation and provide lending services
  • Implement customized mortgage plans based on NBC mortgage products and client’s need
  • Evaluate different loan products for clients such as Personal Flexi Line, standard mortgage, and Home secured line of credit
  • Offer exceptional service to NBF premium clients by onboarding them with NBF privilege banking package
  • Develop CMHC/Sagen insured mortgage plan for 1st home buyers
  • Review mortgage applications to assess risk and details to get the best terms and interest rates for clients.
  • Ensure compliance with industry standards and rules, as well as provincial/federal legislation

Contact us

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

 

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Book an Appointment:

Kimberly Brown