Meet our team

Our team of highly qualified investment professionals is here to support you in managing 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 financial advisors | Stockdill Wealth Management

Ian Stockdill

Senior Wealth Advisor & Portfolio Manager

English

Ian began his career in wealth management in 2007 immediately after completing his undergraduate degree from the University of Victoria. Having worked in the business from a young age and his entire adult life, he offers his clients a unique combination of experience and longevity.

Being in the “sweet spot” of his career, this provides immense stability to his clients while navigating uncertain markets. Ian is passionate about customer service, exceeding client expectations, and building resilient investment portfolios.

When not in the office, Ian enjoys staying active through weight training, golf, and running. His interests include geopolitics, history, art, food & wine.

Jamie Facey

Associate

250-953-8401

250-953-8470

jamie.facey@nbc.ca

English

Jamie brings a wealth of client service experience to her role, having started her career with National Bank Financial in early 2016. Now based in Sidney BC, she embraces the flexibility of remote work to remain available to meet her clients at any of the BC office locations as needed.

Originally from Saskatchewan and raised in Alberta, Jamie has found her home in Victoria, where she lives in North Saanich with her husband Dan and their beloved pets: Piper the Boxer, Gary the French Bulldog, and Murphy the Maine Coon. Her warm and approachable nature makes her a trusted point of contact for any questions or concerns clients may have.

Our partners

Our financial advisors | Stockdill Wealth Management | National Bank Financial - Wealth Management

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 | Stockdill Wealth Management | National Bank Financial - Wealth Management

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.

Our financial advisors | Stockdill Wealth Management | National Bank Financial - Wealth Management

Carla Norris

Senior Advisor, Financial Planning¹

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 | Stockdill Wealth Management | National Bank Financial - Wealth Management

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.

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.
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.
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.
Financing solutions are subject to credit approval by National bank.
For details and conditions of the offer, please contact your advisor.