Who We Are

A Team Focused Around Your Success

Rana Lee

Wealth Advisor & Portfolio Manager

604-623-6791

rana.lee@nbc.ca

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

604-623-6794

grace.ma@nbc.ca

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

604-235-2925

gouri.chhibber@nbc.ca

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.

Our Wealth Partners

We work closely with our team of multidisciplinary experts who provide knowledge and advice that complement our service offering.

Who We Are | National Bank Financial - Wealth Management

Bryan Ference, CLU, CHS, EPC

Insurance Advisor

National Bank Financial

Bryan brings over 27 years of industry experience to his role as Business Development Manager, Insurance.

Bryan provides education and sales support to Wealth Advisors and their teams. He uses his expertise and experience to provide individualized, intelligent solutions for their clients and prospects.

Bryan is a student of the business and is always striving to enhance his knowledge through profession development courses. He currently holds a CLU(Chartered Life Underwriter) designation, a CHS(Certified Health Specialist) designation as well as the EPC(Elder Planning Counsellor) designation.

Who We Are | National Bank Financial - Wealth Management

Manijeh Moieni

Senior Estate Planning Advisor²

National Bank of Canada

Having been called to the Bar of British Columbia in 1996, she has accumulated years of diverse professional experience including working at prestigious Vancouver law firms, operating her own successful law office, as well as teaching law through the Law Society of BC and Langara College. Manijeh’s philosophy is simple. She sincerely cares about her clients, their issues, and results. She provides high quality estate planning services, and acts with integrity, honesty, respect and fairness. Manijeh offers every client personal attention combined with a high level of professional integrity. This leads to estate planning solutions tailored to the specific needs of each client whether she is providing an estate consultation or an estate plan.

Who We Are | National Bank Financial - Wealth Management

Derek Cheung

Premium Banker

National Bank of Canada

Derek provides banking and financing solutions to clients by keeping their goals and lifestyle top of mind. He works closely with clients’ integrated investment objectives and overall wealth management strategies. With over 13 years of banking experience, from working in Downtown Vancouver to Toronto’s Financial District, he has collaborated with clients of all backgrounds to provide them with sound advice and feasible financing strategies to help them achieve their ambitions. Having always approached his role from a relationship-focused standpoint he strives to deliver top-tier service with his expert-knowledge, professionalism, and dedication to clients.

When not at the office, Derek enjoys travelling around the world to admire the diverse cultural sites, natural wonders, and eat the local food. Having visited over 42 countries, he hopes to visit them all one day. Closer to home, he lives in the Lower Mainland with his dog and enjoys going for runs, hikes, and soaking in all the beauty that B.C. provides. A strong believer of giving-back he actively supports and donates to B.C. Children’s Hospital, Canadian Cancer Society, and Plan International Canada.

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Financial Planners are authorized to act in the field of Financial Planning. They exercise their duties for National Bank Financial Inc., a financial planning firm.
We work closely with the Taxation, Retirement and Estate Planning Team from National Bank Trust, made up of multidisciplinary experts who provide knowledge and advice that complement our service offering. These experts assist us in providing the best solutions for your personal finances related to taxation, retirement and estate planning.
Insurance products and services are provided by National Bank Insurance Firm (NBIF) or by NBF Financial Services (NBFFS), as applicable. NBIF and NBFFS are not members of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.
Financing solutions are subject to credit approval by National bank.
For details and conditions of the offer, please contact your advisor.