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
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English

> Over 25 years in the Financial Industry

> Certified Investment Manager (CIM) designation holder

> A Fellow of the Canadian Securities Institute

> Level 2 Accident and Disabilities Insurance License holder

> 15+years of real estate experience prior joining the financial industry

Senior Wealth Advisor & Portfolio Manager
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English

Chad draws on more than 25 years of investment experience to help his clients navigate the world of financial markets. Chad has held various senior roles in the financial industry both in the private client advice channel as well as in financial product distribution and construction. Chad strives to use this experience to help deliver a top quality client experience that focuses on top tier customer service combined with results that allow clients to meet their long term goals and aspirations. Prior to joining to joining National Bank Financial, Chad worked as Vice President of Structured Solutions for Merrill Lynch Canada’s Capital Markets Group. Chad is passionate about his studies in finance and upon completing his BComm in Finance from the University of Calgary he moved on to pursue his CFA designation, recognized as one of the preeminent designations in the financial industry. 

 

Married with three children, Chad has a busy life outside of his work commitments. If not at the hockey rink for himself or his boys, the family can be found on a local ski hill or golf course. In the summer months, spending time on beautiful Okanagan lake is top on the family to do list. Chad is passionate about giving back to his community, he is an active contributor to the Central Okanagan Foundation as well as numerous children’s sporting groups.

Kari Headley

Senior Wealth Associate 
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> Over 20 Years of financial industry experience

> Experienced Sales Assistant and Branch Administrator

> Obtained Canadian Securities License

> Attended Okanagan University College - BSW Program

> Graduated with Honors from Kelowna Secondary School

Lise Maurier, CIM

Senior Wealth Associate
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English

Lise started in the Investment industry in 1992 and brings 30 years of experience to the team. In addition to being fully securities licensed Lise has completed the Professional Financial Planning Course and carries her Canadian Investment Management Designation. She is dedicated to her continuing education and developing her skill set in our ever-changing investment industry. As a licenced Senior Wealth Associate, her role on the team is to support and maintain the deep respect and commitment of care to our client relationships. Lise’s thorough and efficient approach to client care is an integral part of our business and plays a key role in client service. She will be assisting with both the administration of our business and with trading execution.

 

Our in-house tax and estate specialist, Lise prepares capital gains loss reports, estate evaluations and liaises with client’s tax advisors to provide them with pertinent information on a timely basis.

Lise lives in Kelowna and enjoys everything outdoors.  You will find her out discovering new hiking and biking trails and enjoying our beautiful valley.   Between playing slo-pitch and to learning to golf there are rare moments of quiet.

Contact us

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

 

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