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

Wealth Advisor & Portfolio Manager

Senior Wealth Advisor & Portfolio Manager

Janet Yee

Wealth Associate

Scott Vandewark B.Com. CFP

Wealth Associate

Our collaborators

Carla Norris CFP

Senior Advisor, Financial Planning & Advisory Services

National Bank Financial - Wealth Mangement

Manijeh Moieni J.D.

Senior Estate Planning Advisor

National Bank Financial - Wealth Mangement

Dave Pettenuzzo B.Com. CFP CLU CH.FC RHU

Insurance Advisor & Financial Planner

National Bank Insurance Firm

1. 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.

2. 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.

3. 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.

Contact us

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