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.

Partners in Collaboration

Senior Personal Banker

As a Senior Banker, Sakine provides a full suite of banking and lending solutions tailor-made for clients of National Bank Financial Wealth Management (NBFWM).  With 15 years of experience in both Private and Personal Banking, Sakine is recognized for her thoroughness and dedication to clients.

Insurance Specialist

Steve has over 32 years of industry experience.  His area of expertise is in Estate Planning and Personal Lines of Insurance.  He works primarily with Executives, Professionals, Business and Farm Owners, providing succession, conservation and protection strategies.

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