We’re a dedicated team of knowledgeable and resourceful professionals with a passion to connect with others by providing trusted financial advice. We aim to align your life goals with financial strategies.
Rana is a Wealth Advisor, Portfolio Manager and Chartered Investment Manager, who actively manages discretionary portfolios developed through investment strategies, asset allocations and individual stock selections. Her experience in the portfolio management arena established by working as the right hand of one of Canada’s top rated veteran portfolio managers for nearly a decade. She combines experience of both old school and new school, bridging the gap between generations. Rana utilizes her extensive experience in financial services offering an engagement with clients that considers a holistic approach to total wealth management.
Rana is tenacious and competitive in nature but is guided with her nurturing and empathetic qualities. Her big picture outlook together with her analytical skills are fundamental to her money management process. Her keen sense of active listening she focuses in to understand her client’s needs and delivers wealth management strategies.
She is a mother of a teenage son who is active in school and the community with various sports teams. Their family includes their fur baby, an Australian Labradoodle. Rana has given back to her community where she coached basketball at the local high school for many years. She enjoys the outdoors and soaks in the beautiful west coast though biking, hiking and snowboarding.
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.