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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 Personal Financial Planner (PFP®), 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.