Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage 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 & Portfolio Manager

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Mark joined National Bank Financial Wealth Management in 2021 with over 20 years of experience in the financial services industry. As a Senior Wealth Advisor, Mark is passionate about creating a trusting environment for his clients and team. Along with his education, his investment and business experience has provided him with the expertise to help his clients reach their long-term goals with minimal risk. Mark provides his clients with unparalleled service and advice to help them meet their ongoing financial needs.

Away from the office Mark and his wife have two daughters and two dogs. Mark enjoys golfing and snowboarding.

Committed to continuously evolving his career credentials, Mark continues to challenge himself to provide the best service for his clients. These include:

  • Mark earned the Fellow of the Canadian Securities Institute (FCSI®) designation, the highest honour in the Canadian financial services
  • Chartered Investment Manager (CIM®)
  • Professional Financial Planning (PFP®) Course
  • Partners, Directors and Senior Officers Course
  • Certificate in Advanced Investment Advice
  • Portfolio Management Techniques (PMT)
  • Investment Management Techniques (IMT)
  • Canadian Options Course
  • Derivatives Fundamentals Course
  • Ontario Life Insurance Examinations
  • Bachelor of Commerce Degree, McMaster University

Valerie Yip

Wealth Associate

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Valerie Yip provides administrative and technological support to our clients and our team. She deals with all things administration such as opening accounts, transfers, and any day-to-day operational tasks relating to client requests. As we continue to invest in technology to better meet the evolving needs of our clients, Valerie will make sure that you can access our services online easily and securely.

Valerie joins National Bank Financial Wealth Management with over 5 years of experience in the financial services industry. She has a Bachelor of Management and Organization Studies with a specialization in Finance and Administration from the University of Western Ontario. She has also completed the Wealth Management Essentials and the Conducts and Practices Handbook courses.

Outside of being a Wealth Associate, Valerie enjoys spending time with her dog and practicing yoga.

Our Partners

Our financial advisors | The Hartviksen Group | National Bank Financial - Wealth Management
Photo of Marie-Claude Blanchet, Senior Financial Planning Consultant, partner.

Marie-Claude Blanchet, CFP, R.F.P., CIM, FCSI.

Senior Financial Planning Consultant

National Bank of Canada
 

Marie-Claude has been a financial planner for over 25 years, providing comprehensive financial planning advice to a wide range of clients, including business owners, senior executives, physicians and retirees. She provides wealth management solutions and financial strategies in the areas of retirement planning, tax planning, cash management, estate and gift planning, and insurance planning.  As a planner, Marie-Claude has worked in a variety of financial institutions: niche-market financial institutions (educators and physicians), bank-owned wealth management divisions and a small financial planning firm dealing with high-net-worth clients. Marie-Claude obtained her Bachelor of Commerce (Hons) from the University of Ottawa and holds the Certified Financial Planner (CFP), Registered Financial Planner (RFP), Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations.

Our financial advisors | The Hartviksen Group | National Bank Financial - Wealth Management
Photo of Bryan Ference, Insurance Advisor

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.

Our financial advisors | The Hartviksen Group | National Bank Financial - Wealth Management
Photo of Brian Scott Estate and Insurance Advisor, collaborator

Brian Scott

Estate and Insurance Advisor

National Bank Insurance Firm
 

Over the years, the life insurance industry has undergone dramatic change, the extent of which many individuals fail to realize. In knowledgeable hands, today’s extensive portfolio of life insurance products can be utilized to provide solutions to a broad array of areas, including family, business and charitable planning.

Brian graduated from York University, and entered the financial services industry in 2001. He holds designations as a Certified Financial Planner (CFP)and a Chartered Life Underwriter (CLU), which is Canada’s premier Wealth & Estate Planning designation. He is a member of CALU and a qualifying member of the Million Dollar Round Table with distinguished top of the table honours.

Our financial advisors | The Hartviksen 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.

Contact us

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