Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

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 team of experts

Senior Wealth Advisor & Portfolio Manager

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Colin specializes in tailoring personalized investment plans for his clients, enabling them to effectively plan for retirement and pass on their wealth. He also provides sound financial management practices, to his client’s heirs. 

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

Colin and his family are dedicated supporters of numerous charities and foundations, including CHEO, Special Hockey Heroes, and the Rotary Club. In his leisure time, Colin enjoys road and mountain biking, fly fishing, golf, skiing, and travel. He resides in Ottawa with his wife and Golden Retriever, Beau, and has two adult children and three grandchildren.

Wealth Advisor

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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

Wealth Associate

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Jana is a dedicated professional committed to providing clients with personalized experiences to help them achieve their financial goals. With over ten years of experience as an Accountant and Tax Specialist, she leverages her expertise to excel in her role as a Wealth Associate at National Bank Financial Wealth Management with the Webster Reid Advisory Team.

Jana began her career in taxation at Ernst & Young in 2012, working with medium to large corporations, high-net-worth individuals, and partnerships. After completing her CPA In-Depth Tax Program in 2018, she joined MNP LLP, where she developed tax and estate planning strategies for corporations and individuals, furthering her expertise as a Tax Specialist.

Jana holds a BA in Economics from the University of Ottawa and a diploma in Business Administration with a specialization in accounting from Algonquin College. In her role as Wealth Associate, she excels at building wealth and enhancing financial literacy for her clients through comprehensive budgeting exercises and precise retirement projections.

Outside of work, Jana enjoys hosting events for family and friends, running, and spending weekends by the pool. She lives in Ottawa with her husband, young children, and energetic dogs, Jax and Penny.

Adnan Shaikh

Wealth Associate

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Adnan is a dedicated professional with a passion for client-facing environments. With over six years of experience in consulting, strategy, and engagement across the technology, retail, and financial services sectors, he has collaborated with renowned companies such as Apple, Fossil, Nike, Saba Software, Export Development Canada, TD Canada Trust, and Royal Bank of Canada.

Since 2020, Adnan has been actively involved in wealth management, focusing on democratizing finance and making it accessible to a broader audience. His expertise includes portfolio building, financial budgeting, and wealth coaching. He specializes in creating custom portfolios including managing value-based investments, particularly in ESG (Environmental, Social, and Governance) and Ethical Finance. Adnan's key goals are to promote financial inclusivity and ensure that investments align with each client's objectives. He is committed to helping Canadians from all walks of life unlock their wealth. 

Adnan holds a Bachelor of Commerce from the University of Ottawa's Telfer School of Management, specializing in Finance with a minor in Entrepreneurship. He currently holds his Registered Representative license and is pursuing his Chartered Investment Manager (CIM) designation.

In his personal time, Adnan is an avid sports enthusiast. He also has a passion for photography and dance. A quote he lives by is, “Chase the dream, not the competition.” Connect with Adnan today to explore how he can help you achieve your financial goals and unlock your wealth potential.

Xinlin Hu

Wealth Associate

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English, Mandarin

Xinlin (Ling) is a dedicated financial professional with over 15 years of experience in the financial services industry. She began her career in 2008 at a boutique financial services firm in Montreal, leveraging her strong academic foundation, which includes a master’s degree in Economics from Concordia University. Before joining National Bank Financial, she spent 11 years at CIBC Wood Gundy, where she served as an Estate Planning Assistant for 8 years and a Client Associate for 3 years. During this time, she built a solid foundation in wealth management, earning a reputation for her meticulous attention to detail, empathetic approach, and unwavering commitment to exceptional client service.

Xinlin (Ling) holds both her Registered Representative (RR) License and Life License, further demonstrating her expertise in financial planning and investment management. She is passionate about providing personalized financial guidance and is eager to contribute to the success of Colin, Hannah, Jana, and Adnan as part of the team.

Beyond her professional accomplishments, Xinlin (Ling) is an avid classical music enthusiast and a skilled violinist. She proudly serves as a board member of Ottawa Chamberfest and is deeply involved in supporting the Chinese community’s cultural initiatives. As a devoted wife and mother of two sons, she actively nurtures their love of music, supporting their violin and piano studies and fostering their creativity.

Contact us

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