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Our team of specialists is here to meet your needs.
Phone : 604-623-6791
475 Howe Street Suite 3000
Vancouver, BC, V6C2B3
Our team of experts
Wealth Advisor & Portfolio Manager
English
Rana Lee, CIM®, is a Wealth Advisor and Portfolio Manager who actively manages discretionary portfolios through customized investment strategies, thoughtful asset allocation, and disciplined equity selection. Her investment philosophy was shaped through nearly a decade of experience working alongside one of Canada's most highly regarded veteran portfolio managers, giving her a unique perspective that combines traditional investment principles with modern wealth management strategies. Rana bridges the gap between generations, bringing together the wisdom of time-tested approaches with contemporary thinking to help clients navigate an increasingly complex financial landscape.
Rana believes wealth management extends far beyond investment returns. She works closely with individuals, families, and business owners to develop comprehensive wealth strategies that integrate investment management, tax considerations, estate planning, and long-term financial decision-making. Known for her tenacity and competitive spirit, she is equally valued for her empathetic nature and ability to genuinely listen. Her big-picture outlook, analytical approach, and commitment to understanding what matters most to her clients allow her to deliver thoughtful and personalized advice tailored to their unique goals and circumstances.
A passionate advocate for mentorship and financial literacy, Rana is actively involved in National Bank Financial's Young Women Mentorship Program, where she works closely with university students and aspiring professionals, helping young women explore careers in finance, build confidence, and navigate their transition into the workforce. Supporting the next generation of leaders is an important part of her commitment to giving back to the community.
Outside of her professional practice, Rana is a devoted mother whose son attends the University of Toronto as a Varsity Football athlete. A former collegiate basketball player and longtime high school basketball coach, she continues to embrace the discipline, teamwork, and competitive spirit that sport has instilled in her. She enjoys spending time outdoors and taking advantage of British Columbia's West Coast lifestyle through golf, rowing, hiking, snowboarding, motorcycle touring, and adventures with her family's Australian Labradoodle.
Rana's blend of professional expertise, old-school relationship values, modern investment thinking, and genuine care makes her a trusted partner for individuals and families seeking thoughtful guidance and long-term financial success.
Grace Ma
Wealth Associate
English
Grace’s role within the team is to continually raise the customer service bar and provide administrative support. She’s very involved in servicing and managing client relationships on a daily basis, from helping clients navigate their accounts on Online Access to assisting with making RSP contributions, she’s your first point of contact. In addition, she is in charge of organizing virtual events and other client engagements.
Grace has been in the financial industry for close to a decade. She started her career in the area of Wealth Management working with Rana at Scotia Wealth Management; after five years of collaborative work with the team, they relocated and moved firms to where they are now here at National Bank Financial. During this professional journey, she has improved her knowledge to be better equipped to serve clients by completing the Canadian Securities Course and the Wealth Management Essentials offered by Canadian Security Institute (CSI).
Grace enjoys reading and taking care of her indoor houseplants; she also enjoying traveling to different countries in her spare time.
Gouri Chhibber
Associate
English
Gouri's role within the team is to support client relationships while contributing to business development and client acquisition initiatives. She works closely with Rana to help deliver an exceptional client experience, from coordinating client engagements to supporting relationship management and day-to-day operations. In addition, she plays a key role in developing professional partnerships, organizing events, and identifying opportunities to expand the team's network and connect with prospective clients.
Gouri joined National Bank Financial while completing her Bachelor of Commerce degree with a specialization in Finance at the University of British Columbia. Prior to joining the wealth management industry, she gained experience in consulting and value advisory, where she developed strong analytical, problem-solving, and client service skills. She has completed the Canadian Securities Course (CSC) and is committed to continuously expanding her knowledge to better support clients and contribute to the team's growth.
Outside of work, Gouri enjoys painting, taking nature walks, and watching movies at the cinema.
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