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

Investment Advisor, Portfolio Manager

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Jack Walkey IV was introduced to investing in stocks at a young age when his father, Jack III, invested his summer earnings into Molson’s Brewery shares. He knew in high school that he wanted to become a stockbroker and in 1988 wrote an Economics 12 essay called “The Stock market Crash of 1987.” Jack completed the Canadian Securities Course during the summer he graduated High School while working on the family farm with his two sisters.

He attended the University of British Columbia and earned a degree in Economics. On advice from his sister, Jack took up the sport of rowing and rowed on the varsity team at UBC for four years. He then moved to Victoria to pursue rowing at its highest level and rowed on the Canadian National Rowing Team. Rowing was an incredible journey; making lifelong friends along the way; representing Canada in University Games, Commonwealth Games, World Championships and the 1996 Atlanta Summer Olympic Games.

Jack took this dedication to the Wealth Management industry and has spent the last two decades with National Bank Financial. Much to his delight, Jack’s two children, Jack V and Grace now also invest in stocks and follow them with enthusiasm.

Investment Associate

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Lenka, as licensed investment representative, is an integral part of our team with a focus on administration.

She assists clients with all administrative matters. Some of her many responsibilities include: account opening, monthly income disbursements and funds transfers, registered accounts contributions, account transfers, managing clients fixed income maturities, various statements and accounting queries, online services as well as all other documentation related matters. She maintains our client database and is fully licensed to trade securities.

Lenka originally from Slovakia, moved to British Columbia in 1993, for the last 16 years she has called Victoria her home. Besides her native Slovak, and having learned English, she is also fluent in Spanish. She is a proud mom to her 14 year old daughter Gracie and an avid user of Peloton.

With over a decade of industry experience and a cheery disposition, she is an important asset to the team.

Investment Associate

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Taryn has worked within the financial management industry since 1997; at first with RBC Dominion Securities then moving over to National Bank Financial in 2002 as an licensed associate where she worked for the next 3 years.  After a short year and a half with Canaccord Genuity Wealth Management Taryn found her way back to National Bank Financial.  She’s been involved with the associates committee whose aim is to make the client experience the best it can be for NBF’s clients.  

Taryn's focus is client oriented and she is passionate about delivering unsurpassed client service in a timely manner.  Please don't hesitate to reach out to Taryn if you have any questions or concerns.

Taryn keeps busy following around her 2 active teenagers, you may see her at a lacrosse game or relaxing at the lake in her spare time.

Our Partners

Financial Planning Specialist

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Carla has been providing comprehensive financial planning services to executives, professionals, entrepreneurs, retirees and families for over 20 years. As a financial planner, she has worked exclusively as a fee-only financial planner. 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 decisions, and then making thise 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.

Financial Planner and Insurance Specialist

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

Some of Dave’s focus areas include:

• Estate Planning including Estate Bonds and Insured Annuities

• Individual and Corporate Tax Shelters using Insurance• Guaranteed Permanent Insurance Solutions

• Annuities – prescribed, non-registered and registered

• Income For Life Strategies

• Using Segregated funds to provide Estate Planning

• Family Wealth Transfer Plans including Cascading Plans

• Living Benefits – Disability, Critical Illness and Long Term Care Insurance

Contact us

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

 

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Jack Walkey, Portfolio Manager

250-953-8467

Lenka Cepeova, Investment Associate

250-953-8457

Taryn Quested, Investment Associate

250-953-8412