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.  Our Team is structured to support you with experts in many areas.   We will work closely with accounting, legal, insurance and banking experts to ensure you meet your goals.

We will help you choose the approach that is 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

Our partners

Our financial advisors | Welton Narfason Wealth Management Group | National Bank Financial - Wealth Management
Photo of Sue Chowdhry, Premium Banker, Financial Planning, partner

Sue Chowdhry

Premium Banker

National Bank of Canada
 

Sue is a Premium Banker specialized in delivering tailored banking and lending solutions to high value clients. With a Master of Commerce in Finance, she brings strong analytical expertise in lending products and strategies.

Sue is known for her proactive service approach, building trusted client relationships and providing personalized solutions that supports long term financial success. She takes time to understand each client’s unique needs, ensuring they receive holistic and prompt support that enhances their financial well being and long-term goals. Sue’s commitment to excellence, strong problem-solving skills and deep understanding of premium segment needs make her a reliable partner.

Contact us

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

 

Phone picto

403-218-3868

Allan Narfason

 

403-218-3867

Charlaine Welton

 

1 800 361-8838

Toll Free