We are driven by our passion for helping individuals and businesses
build and protect their wealth so that they can sleep at night and
leave a lasting legacy for their loved ones.
Kathy leads an investment advisory team that has been committed to
the financial success of client families since 1987. Her mandate is
to provide tax smart investment managment and big-picture financial
planning strategies utilzing our "Eat Where You Cook"
Wanda brings her extensive financial services experience in both operations and client relations to bear in running the day-to-day operations of the Team. Her excellent administrative ability as well as her enthusiasm and dedication allow clients to be rest assured that their financial needs and inquiries will be addressed.
Ashim is a financial professional with extensive knowledge of
financial and wealth planning. He provides wealth management
solutions and financial strategies in the areas of retirement
planning, taxation, cash management, education planning, insurance
planning, estate planning, and intergenerational wealth transfer
Susanne is a lawyer with extensive experience almost exclusively in the areas of Wills, Trusts and Estate Law with high-net-worth clients. She brings this expertise to her role in assisting clients of National Bank through their estate plan review and the use of trust services.
Sara specializes in helping clients meet their lending goals including mortgages, secured home equity lines of credit, and rental property financing in addition to various National Bank of Canada banking plan options. She has expertise in planning lending strategies for high net worth clients, professionals and self-employed individuals.
David has over 40 years of banking and insurance experience. Specializing in advanced estate planning, business succession and personal insurance, David works primarily with executives, professionals and business owners providing succession, conservation and other protection strategies. His agency, Wealth Insurance Group, has been a partner of National Bank Insurance Firm for over 20 years.