- 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.
Together we work for you, to reach your goals
The goal for our team is to have someone in every corner when it comes to your questions about your finances.
Our team's culture is one of listening to you tell your story about your goals and objectives. We then start to create your financial plan, that is personalized to you and your family only. Then we take a look at what you have and where you want to go and identify the gaps. Once the gaps are identified, we tailor make an approach to get you where you are today and where you want to be in the future. We dont stop there. We also want ensure your children and the future generations are taken care of whether or not you are still around.
Your trusted advisors
Portfolio Manager & Wealth Advisor
Shik has one goal in mind for his clients, “to always put you first.” As a portfolio manager and wealth advisor, Shik had dedicated his career to helping people make wise decisions regarding their investments. He will create your investment plan to help you achieve your individual goals.
Wealth Advisor
Sheean’s core belief is that discipline, not genius, creates success. By focusing on this belief alone he has been able to help develop individual financial roadmaps for people, whom ultimately reach their goals.
Your wealth management specialists
Marie-Claude Blanchet
Senior Financial Planning Consultant
National Bank of Canada
Marie's expertise is in comprehensive financial planning to a wide range of clients, including business owners, senior executives, physicians and retirees.
Marcus Whittington
Insurance and Group Benefits Specialist
National Bank Insurance Firm
Marcus is our expert in life insurance, critical illness, disability and group. Marcus has access to all insurance providers in Canada.
Kanan Damani
Residential Mortgage and Personal Banking Specialist
National Bank of Canada
Kanan is our residential mortgage specialist. She carefully crafts deals that are ideal for real estate investors and their rental house portfolios. She also specializes in personal banking and helping people manage their debt better.
Paul Robin
Real Estate Commercial Lender
National Bank of Canada
Paul is our expert when it comes to commercial real estate financing including new construction condos, homes, and apartments.
Christine King, J.D., TEP
Senior Advisor, Estate Planning
National Bank of Canada
Christine provides client centric comprehensive advice and estate planning. She provides guidance and strategic advice that addresses the personal wealth transfer goals and potential pitfalls of each client/families with the ultimate objective of creating peace of mind.
