Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

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.

Our investment professionals | Team Wood

Investment Advisor
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905-648-3643

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" investment philosophy.
 

Investment Associate
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905-648-3696

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.

Our expert partners | National Bank Financial

Ashim Khanna, CFP, MBA

Senior Advisor, Financial Planning & Advisory Services

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 planning.

Susanne Greisbach, B.C.L., LL.B, TEP

Senior Advisor, Estate Planning

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 Philipose

Mortgage Development Manager

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 Rowe

Insurance & Estate Specialist

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.

Contact us

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