Our financial advisors | The Hartviksen Group | National Bank Financial

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

Mark D. Hartviksen, B. Comm, PFP, CIM®, FCSI

Senior Wealth Advisor & Portfolio Manager

mark.hartviksen@nbc.ca

English

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

905-882-2026

905-882-6840

valerie.yip@nbc.ca

English

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.

Our partners

Our financial advisors | The Hartviksen Group | National Bank Financial - Wealth Management

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

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

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 Hartviksen 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.

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.