Meet our team

Helping you achieve financial confidence

We work together to achieve yourgoals

Our team of highly qualified investment professionals is here to support you in managing 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 partners

Our financial advisors | Vanderuyt Wealth Management Group | National Bank Financial - Wealth Management
Photo of Carla Norris, Senior Consultant, Trust & Advisory Service

Carla Norris

Senior Consultant, Trust & Advisory Service¹
National Bank Financial - Wealth Mangement

Carla has been providing comprehensive financial planning services to executives, professionals, entrepreneurs, retirees and families for over 20 years. This experience has provided her exposure to diverse planning areas, including retirement planning, tax planning, cash management and estate planning.  Carla particularly enjoys the challenge of capturing the many details to be considered when making difficult financial decisions, and then making those decisions easy for clients to understand. Carla is a Certified Financial Planner (CFP).  She is a member of the Canadian Institute of Financial Planners and the Estate Planning Council of Vancouver.  She received the prestigious Fellow of FPSC distinction in 2013.

Our financial advisors | Vanderuyt Wealth Management Group | National Bank Financial - Wealth Management
Photo of Manijeh Moieni, Senior Estate Planning Advisor

Manijeh Moieni

Senior Estate Planning Advisor²
National Bank of Canada

Having been called to the Bar of British Columbia in 1996, she has accumulated years of diverse professional experience including working at prestigious Vancouver law firms, operating her own successful law office, as well as teaching law through the Law Society of BC and Langara College. Manijeh’s philosophy is simple. She sincerely cares about her clients, their issues, and results. She provides high quality estate planning services, and acts with integrity, honesty, respect and fairness. Manijeh offers every client personal attention combined with a high level of professional integrity. This leads to estate planning solutions tailored to the specific needs of each client whether she is providing an estate consultation or an estate plan.

Our financial advisors | Vanderuyt Wealth Management Group | National Bank Financial - Wealth Management
Dave Pettenuzzo Insurance Advisor & Financial Planner, collaborator

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

Insurance Advisor & Financial Planner

National Bank Insurance Firm

Dave is an Estate and Insurance Planning Specialist with National Bank Insurance Firm. He is a Chartered Life Underwriter, Certified Financial Planner, Chartered Financial Consultant and a Registered Health Underwriter. Dave has extensive experience in personal and corporate financial planning, as well as advanced tax and estate planning.

Dave has successfully been assisting NBF Wealth Advisors and their clients with their Insurance and Estate Planning needs since Spring of 2008. His approach is to provide clear and prudent solutions which benefit the client and help solidify their overall financial plan.

Our financial advisors | Vanderuyt Wealth Management Group | National Bank Financial - Wealth Management
Photo of David Luo, Premium Banker

David Luo

Premium Banker

National Bank of Canada
 

David has been working in the financial industry for more than 5 years.  With his previous successful experience as a top performer at another company, he is passionate about helping NBF clients make   sound   financial   decisions for their future by onboarding them with NBF Privilege Banking Package.   David is looking   forward to supporting clients by continuing to be providing advice on banking   solutions, mortgage solutions and other banking services. He is keen to service clients with his knowledge, experience and heart.

David’s expertise is:

  • Research, analyze, understand client’s financial situation and provide lending services
  • Implement customized mortgage plans based on NBC mortgage products and client’s need
  • Evaluate different loan products for clients such as Personal Flexi Line, standard mortgage, and Home secured line of credit
  • Offer exceptional service to NBF premium clients by onboarding them with NBF privilege banking package
  • Develop CMHC/Sagen insured mortgage plan for 1st home buyers
  • Review mortgage applications to assess risk and details to get the best terms and interest rates for clients.
  • Ensure compliance with industry standards and rules, as well as provincial/federal legislation

Contact us

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