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

Senior Wealth Advisor & Portfolio Manager

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Colin focuses on creating personalized investment plans for his clients. This strategy allows them to effectively plan for retirement and to pass their wealth, along with prudent financial management practices to their heirs.

Colin is a Chartered Investment Manager (CIM®) and has been working with high net worth investors and their families since 1990. He was trained and began his investment career at the World Trade Center in New York City with Dean Witter Reynolds Inc.,which evolved into Midland Walwyn Capital Inc. and later acquired by Merrill Lynch & Co.  In 1999 he joined the predecessor firm to Echelon Wealth Partners. He is excited at the opportunity to now be partnered with National Bank Financial. He is a graduate of Carleton University with an Honours Degree in Economics.

Colin and his family are strong contributors and supporters of numerous charities and foundations some of which include, Ottawa Bandits Hockey, Rotary Club of West Ottawa and The World Junior Girls Golf Championship. In his spare time, he enjoys fly fishing, road and mountain biking, golf, skiing and travel. He has two adult children, a grandchild and lives in Ottawa with his wife and Golden Retriever, Beau.

Wealth Advisor

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English, French

Hannah’s proactive approach to wealth management has guided hundreds of families and individuals towards achieving their goals through financial planning and portfolio management. She specializes in a highly personalized approach to wealth accumulation, retirement income, tax and estate planning. 

Hannah has been serving clients with her insightful approach to wealth management at National Bank Financial since 1998. Hannah is a designated Qualified Associate Financial Planner (QAFPTM), Wealth Advisor and is a member of the Responsible Investment Association. Hannah has worked as an economist and program analyst in the federal government, holds an Honours BA in Economics and Political Science from the University of Toronto and a Diploma in Food and Beverage Management from George Brown College.

Hannah has been engaged in her community as a volunteer director on local school and community associations, sports teams and fundraising events.  When she is not in the office she enjoys cycling, yoga, cooking, cottage life and travel.  She lives in Ottawa with her husband and their Australian Sheppard, Cooper, and enjoys the comings and goings of their three grown children. 

Jana Norton


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Jana is a dedicated professional committed to providing clients with a personalized experience to achieve their goals. She has over ten years of experience as an Accountant and Tax Specialist but is now excited begin her new role as an Associate with National Bank Financial Wealth Management and the Webster Reid Advisory Team. 

Jana started her career in taxation at Ernst & Young in 2012, working with medium to large corporations and high-net-worth individuals and partnerships. Following the completion of her CPA In-Depth Tax Program in 2018, she joined MNP LLP.  There she worked with corporations and individuals to create tax and estate planning strategies and furthered her experience as a Tax Specialist.

Jana has a BA from the University of Ottawa specializing in Economics and a diploma from Algonquin College in Business Administration with a specialization in accounting. She is currently completing the Canadian Securities Course to become a Wealth Associate. 

Jana enjoys hosting events for family and friends, running, and weekends at the cottage. She lives in Ottawa with her husband, one year old son, and energetic dog Jax.

Adnan Shaikh

Wealth Associate

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Adnan is a committed professional with a passion for client facing environments. He has over 6 years of experience working in consulting, strategy and engagement in the technology, retail and financial services sectors. He has worked for Apple, Fossil, Nike, Saba Software, Export Development Canada and TD Canada Trust. 

Most recently, Adnan held the position of Investment Associate with RBC Dominion Securities, where he worked closely with clients to build and manage their wealth.  He is excited to further his career as a Wealth Associate with National Bank Financial Wealth Management and the Webster Reid Advisory Team. 

Adnan has a BCom from the University of Ottawa, Telfer School of Management, specializing in Finance with a minor in Entrepreneurship. He is currently completing his Wealth Management Essentials course with the Canadian Securities Institute and plans to pursue his Chartered Investment Manager (CIM) certification over the next few years.

In his personal time Adnan is a huge sports fan and seeks out new adventures. He watches and plays basketball, volleyball and golf. He also enjoys photography and dance. He has resided in Kanata for well over a decade and recently moved closer to the Ottawa downtown core. A cool fact about Adnan is that he is a triplet.

Contact us

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