Meet our team

Professionals who listen to your needs

We work together to achieve your goals

Our team of highly qualified investment professionals is here to support you in managing your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Senior Wealth Advisor

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Doug joins NBF with over 20 years’ experience in the investment industry. He holds a Bachelor of Arts in Economics from the University of Western Ontario. Doug’s investment and business experience give him the expertise to help his clients reach their long-term goals with minimal risk. Doug provides his clients with unparalleled service and advice to help them meet their ongoing financial needs.
Outside of work, Doug enjoys both watching and playing hockey and golf. He enjoys nice meals with his family; his wife Lauren of over 30 years, and their two children, David and Sara.

Wealth Advisor

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Jason brings over 10 years of experience in the financial services industry.  He has a bachelor of Science Degree in Business Administration and a concentration in Finance from the College at Brockport, State University of New York.  Prior to joining the investment industry, Jason played semi-pro hockey in the US and England.  Jason believes in a disciplined approach to investing, built around the long term goals of his clients.  Jason has his CIM, Options and Insurance license. 

Outside of work Jason is involved in the fitness community and enjoys golfing.

Kseniya Kazhamiaka

Wealth Associate

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Kseniya brings over 10 years of diverse financial industry experience, with 5 of those years spent in wealth management with one of the leading competitors.

Prior to joining National Bank Financial, Kseniya was with a private family office, focusing on real estate and alternative investments. As a seasoned financial professional, Kseniya has a thorough grasp of every nuance of client relationship management and investment standards.

Our Partners

Our financial advisors | The Carlisle Group | National Bank Financial - Wealth Management
Photo of Christine King, Senior Advisor, Estate Planning, partner.

Christine King, J.D., TEP

Senior Advisor, Estate Planning

National Bank of Canada
 

As a Trust and Estate Planning Professional, Christine provides client centric comprehensive advice and estate plans for National Bank Financial clients. She provides guidance and strategic advice that addresses the personal wealth transfer goals and potential pitfalls of each unique client and/or family – all with the ultimate objective of creating peace of mind.

Christine’s legal experience includes private practice as well as a major financial institution. She has a particular strength in the world of Trusts. Christine completed her undergraduate studies at McGill University prior to obtaining her law degree from the University of Saskatchewan.

She is a member of the Law Society of Ontario, the Canadian Bar Association, Canadian Tax Foundation, and is a designated Trust and Estate Practitioner (TEP) as granted by the Society of Trust and Estate Practitioners.

Our financial advisors | The Carlisle Group | National Bank Financial - Wealth Management
Photo of Katherine RIchards, Finance Solution Specialist, partner.

Katherine Richards

Finance Solution Specialist

National Bank of Canada
 

As a Financial Solutions Specialist, Katherine provides personalized banking services (bank accounts, lines of credit, mortgages and home equity lines of credit) with a focus on individually tailored solutions adapted specifically to the needs of her clientele.  Her customer service-oriented approach helps clients establish the financial solutions that best assist to prioritize their financial goals, while centering on their future financial objectives. 

Katherine has 15 years of banking experience, mainly with National Bank, in a variety of capacities such as operations, head office and the branch network.

Our financial advisors | The Carlisle Group | National Bank Financial - Wealth Management
Photo of Ashim Khanna, Senior Advisor, Financial Planning, partner.

Ashim Khanna, MBA, CFP

Senior Advisor, Estate Planning²

National Bank of Canada
 

Ashim is a financial professional with extensive knowledge of financial and wealth planning. He has worked in the financial services industry for over 10 years providing affluent clients with comprehensive wealth planning solutions. Ashim is a Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA) Level II candidate, and a member of FP Canada & CFA Institute. He has obtained his Bachelor of Commerce and MBA Finance in India. Ashim is dedicated to his professional development through continuous education. Ashim has worked with a broad range of clients with diverse financial goals, including professionals, senior executives, business owners, retirees and families. Ashim provides wealth management solutions and financial strategies in the areas of retirement planning, taxation, cash management, education planning, insurance planning, estate and intergenerational wealth transfer planning. Ashim is devoted to providing high-quality advice to help his clients achieve their financial goals. Outside of working hours, Ashim likes travelling and exploring new destinations, keeping active with running and scuba diving, and spending time with his family and friends.

Contact us

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