Our financial advisors | Stranz Wealth Management Group | National Bank Financial

We work together to achieve your goals

Our team of finance and customer service professionals are here to help you manage your wealth. We 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

Markus Stranz

Wealth Advisor & Portfolio Manager

English

Markus B. Stranz, CFP, CIM, CIWM, FMA, TEP, FCSI

Markus is a wealth advisor with National Bank Financial and brings over 20 years of experience as an authority on finance and investments, through his range of work experience and in-depth market knowledge. He manages money for individuals and corporate investors that value long-term growth, income generation, with an emphasis on capital preservation. Markus provides customized financial solutions and places a premium on exceptional client service. Prior to becoming an advisor with NBF, Markus was a financial planner at Corporate Planning Associates in Toronto, providing comprehensive financial and estate planning for corporate executives and professional athletes.

Our Partners

Marie-Claude Blanchet

Senior Consultant

National Bank of Canada

MarieC.Blanchet@bnc.ca

English, French

Marie has been a financial planner for 20 years, providing comprehensive financial planning advice to a wide range of clients, including business owners, senior executives, physicians and retirees. Marie provides wealth management solutions and financial strategies in the areas of retirement planning, tax planning, cash management, estate and gift planning, and insurance planning. As a planner, Marie has worked in a variety of financial institutions: niche-market financial institutions (educators and physicians), bank-owned wealth management divisions and a small financial planning firm dealing with high net worth clients.

Marie obtained her Honours Bachelor of Commerce from the University of Ottawa and holds the Certified Financial Planner (CFP), Registered Financial Planner (RFP), Canadian Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations.

David Rowe

Insurance and Estate Planning Specialist

National Bank Insurance Firm³

David.Rowe@nbifirm.com

English

David has over 40 years of Banking and Insurance experience.Specializing in Advanced Estate Planning, Business Succession and PersonalLines of Insurance coverage has permitted him to assist a wide variety ofindividuals. He works primarily with Executives, Professionals and BusinessOwners, providing succession, conservation and other protection strategies.

David started his career with Scotiabank, holding seniorpositions both nationally and internationally before joining Confederation Lifeas an agent in 1981. He achieved the Top Rookie Award (Canada), Top SalesManager (Canada) and Top Regional Manager (Canada) before leaving to set up hisown Managing General Agency. His Agency, Wealth Insurance Group Inc., has beena Partner of National Bank Insurance Firm (and its predecessor) for the past 16years.

Over the years, his methodical and detailed approach inuncovering exactly what the client wishes to happen to their estate, has led tomany successful action plans and satisfied clients.

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.