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
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Since his arrival at National Bank one of his long time dreams was realized, he became a Portfolio Manager and was able to manage investments on a discretionary basis. Steve believes this is a win/win for his clients, it stream lines his ability to make changes and monitor clients' accounts, it aligns his and clients performance, and it also means more time communicating with clients about what he sees in the markets. The extra time also means more attention is given to the planning aspects of client's lives, something that in the long run is just as important as investment returns. Steve believes having a properly formulated plan mitigates short‑term volatility in the markets and ultimately leads to the piece of mind that everything is on track. He doesn't feel his job is done until every aspect of clients financial lives have been addressed whether its insurance, an estate plan, or something as simple as making sure they're sent a few extra dollars for an upcoming trip.

Steve graduated from Saint Mary's University with a Bachelor of Commerce Degree and soon after began his career in the investment industry. Three decades later and stints at Blue Chip firms along the way, his journey led him to National Bank Financial. Steve is the holder of Chartered Investment Manager designation and is life insurance licensed.

When Steve is not in the office, this true family man enjoys spending time with his wife Christine, two sons, and one grand‑daughter. Steve is an avid golfer and can often be found on the links of his home club Ashburn. A former goaltender his hockey days are few and far between, but he will still lace up the skates when the opportunity presents itself.

Terry Sutherland

Senior Wealth Associate
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Terry’s main area of concentration is taking clients through the planning process, he believes that this is the best way to quantify and track life goals. The process raises awareness to what holes need to be plugged and he works with an expansive network of experts to fill these. He's taken it upon himself to ensure that every aspect of clients wealth management have been looked at, whether it's insurance, financial planning, banking, investing or estate planning all the boxes need to be ticked early and often. He believes that client experience and communication is the top priority, beyond phone calls and face to face meetings. Terry heads up our weekly communique, quarterly newsletters, and all aspects of social media.

Terry holds the Chartered Investment Manager designation and became a Portfolio Manager in January 2016. He believes this is the most efficient and effective way to manage clients portfolios. 

Terry joined the Sutherland Group after graduating from Saint Mary's University Bachelor of Commerce Program in 2010. 

He is a Level 2 candidate for the Charter Financial Analyst designation. He also holds a life insurance license.

When not at the office Terry enjoys spending time with his two greatest assets his wife Katia and daughter Penelope. During his studies he was team captain of the Men's Lacrosse Team, something that helped him see the value in a well balanced team. He also enjoys playing hockey, golf, and when the weather permits skiing.

Lisa Parker

Associate
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Lisa’s primary focus is administration which facilitates positive, enduring client relationships. Responsive to prompt service, Lisa plays an important role in servicing our clients and their families.

Lisa has over 25 years of experience in the industry. She has also worked for other blue-chip firms, something that has helped to hone in on effective processes for working with clients. Lisa and Steve have over ten years' experience working together. She share's the vision that all clients need a customized plan and holds a high standard for servicing them.

In her spare time, Lisa is an avid runner can't put down a good book. She is the proud owner of a black Labrador Retriever named Allie and a yellow Labrador Retriever named Bones.

Our Collaborators

Marie-Claude Blanchet, CFP, FCSI, Hon. B Comm, R.F.P

Senior Financial Planning Consultant
National Bank Finanacial
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Marie has been a financial planner for over 20 years, providing comprehensive financial planning advice to a wide range of clients, including business owners, senior executives, physicians and retirees. Marie 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 has worked in a variety of financial institutions: niches market financial institutions (educators and physicians), bank owned wealth management divisions and a small financial planning firm dealing with high net worth clients.

Marie obtained her Honours Bachelor of Commerce 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.

Alain Grenier

Insurance Specialist
National Bank Insurance Firm
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Alain has been working as a consultant with National Bank Financial - Wealth Management since 2006. He has extensive knowledge of Risk Management; life, disability, and estate insurance, Corporate/Personal Planning.

We ask Alain to review all client policies to determine each client's specific insurance status. Alain can then advise accordingly depending on individual situations.

After studying Marketing and Finance at the University of Moncton, Alain turned his focus to the Insurance industry where he gained experience and a devotion to the industry's challenging nature. Alain has been in the Insurance industry for the last 30 years.

Alain also works with organizations to review, design, and implement corporate employee benefits. Alain strives to provide clarity to the process and program so that it is easily understood by recipients.

 

 

Alexandra McInroy

Senior Personal Banker
National Bank of Canada
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As a Senior Personal Banker, Alexandra McInroy provides a full suite of personalized banking and lending solutions tailor made speecifically for clients of National Bank Financial - Wealth Management (NBFWM).

Working exclusively with Wealth Advisors, and as a complement to the existing advice provided by NBFWM, Alexandra ensures continuity in the execution of their client’s wealth management strategies. With over 20 years of experience in the financial industry, she is recognized for her focused customer service approach and her considerable knowledge of banking, lending, and financial services.

  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.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

Contact us

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