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

Portfolio Manager, Vice President
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English

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 which include Special Hockey Heroes, Rotary Club and The World Junior Girls Golf Championship. In his spare time, he enjoys fly fishing, biking, golf, skiing and travel. He has two young adult children, lives in Ottawa with his wife and his Golden Retrievers, Duff and Beau.

Investment 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), Investment 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. 

Investment Associate
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English

Ashlyn is a passionate professional who is dedicated to providing her clients with a memorable and personalized experience. She has been actively working in the financial service industry for over ten years and is always striving to go the extra mile for her clients.

Ashlyn's career began at National Bank in 2012 as a Front Line Advisor in our flagship Toronto location. Most recently, Ashlyn was a Customer Service Manager at a National Bank branch in Ottawa. She is working toward becoming a licensed associate and growing with National Bank Financial Wealth Management and the Webster Reid Advisory Team. Ashlyn graduated from Wilfrid Laurier University with a Bachelor of Arts Degree specializing in Communication studies.

During her free time Ashlyn enjoys yoga, travelling the world and exploring different places. She can be found hiking in Gatineau Park on the weekend, or catching up with her family and friends.

Contact us

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