As a partner for all your financial needs, our team has the expertise and the resources to help you build and manage the wealth you need to reach your goals.
Our team mission is to guide and advise you about every aspect of your financial wealth. We can help you make your wealth grow, protect it, convert it into steady income, and pass it along to future generations.
We are professionals with solid training and relevant industry experience. Each of us must have:
We are therefore able to advise you on a host of products and services offered by National Bank Financial — Wealth Management, whether you are an individual or a company with specific or complex needs.
With over twenty years of experience in the securities industry, my position of Investment Advisor at National Bank Financial has been concentrated in expert wealth management techniques. I work one on one with clients to achieve their financial goals through a variety of instruments. I began my career at TDEvergreen and have since moved once to my present employer, National Bank Financial. My client base is largely comprised of high net worth investors whose primary goal is one of capital preservation but also with a focus ongrowth and income.
I attended the University of Western Ontario, completing four years of studies before graduating with Honours in the Bachelor of Arts program. My financial accreditations include:
Elsie has been in the industry for over 9 years and started her career at NBF in 2010. With a strong background in brokerage operations and administration, Elsie is committed to providing excellent service to clients. Elsie assists clients with account maintenance and account related questions. She has completed the CSC, CPH, and is CIM licensed. Elsie graduated from University of Toronto, where she earned Honors Bachelor of Arts in Economics, Sociology and Geography.
Wendy is a highly capable member of my team and is there to support myself and Elsie at all times. She has worked in the investment industry for over 25 years and has extensive knowledge of our policies and systems. She has completed her CSC and CPH.
Marie has been a financial planner for over 20 years,providing comprehensive financial planning advice to a widerange of clients. Marie obtained her Honours Bachelor ofCommerce from the University of Ottawa and holdsthe Certified Financial Planner (CFP),
Registered Financial Planner (RFP),CanadianInvestment Manager (CIM) and Fellow of the CanadianSecurities Institute (FCSI) designations.