Meet our team

After completing my degree in commerce at UBC, majoring in finance, I have been a wealth advisor for more than thirty years. More than twenty of those years have been with National Bank Financial Wealth Management. Originally in the dual capacity of Branch Manager and Advisor, for the better part of a decade, I have been focusing exclusively on providing wealth management advice to a select group of people I am grateful to call clients. Like the investing style, the relationships tend to be long term and there are several client relationships that have spanned generations.

I became a Portfolio Manager in 2007 and launched my Growth and Income Basket in May of that year.

My quarterly newsletter, The Prophetable Investor, has been around as long as I have been in the business and is available on my website. I also publish a quarterly basket report.

I have lived in White Rock for as long as I've been in the business.

Kathy has worked in the investment industry for over 23 years and originally started with National Bank Financial in the Vancouver Branch in 1999. She is an SFU graduate, is fully licensed and also holds her options license.  Kathy has a strong focus on customer service, and welcomes your contact for all of your account related needs.  When she is not at work, Kathy is busy raising her two teenage boys.

Kiana has recently relocated from Ontario and has been in the financial services industry for 4 years. Kiana is your contact for account opening and documentation as well as setting up review meetings. Outside of work she enjoys hiking, walking, biking and camping with her husband Ali. Kiana is also an avid reader.