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.

Senior Wealth Advisor & Portfolio Manager

Speech bubble picto

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

Speech bubble picto

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
Photo of Derek Cheung, Premium Banker

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
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.

  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.