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

Our financial advisors | Welton Narfason Wealth Management Group | National Bank Financial - Wealth Management
Photo of Sakine Rahim, Premium Banker, Representative, collaborator and partner.

Sakine Rahim

Premium Banker

National Bank of Canada
 

As a Premium Banker, Sakine provides a full suite of banking and lending solutions tailor-made for clients of National Bank Financial - Wealth Management (NBFWM). Working exclusively with Wealth Advisors and as a complement to the existing advice provided by NBFWM, Sakine assures continuity in the execution of their clients’ wealth management strategies. With 18 years of experience at National Bank, both in Private Banking and in Personal Banking, Sakine is recognized for her thoroughness and dedication to clients. 

Our financial advisors | Welton Narfason Wealth Management Group | National Bank Financial - Wealth Management
Photo of Steve Melling, Insurance Specialist, collaborator and partner.

Steve Melling

Estate Planning & Insurance Specialist

National Bank Insurance Firm
 

Steve has 32 years of industry experience. His areas of expertise are in Estate Planning and Personal Lines of Insurance coverage. He works primarily with Executives, Professionals, Business and Farm Owners, providing succession, conservation, and protection strategies. To compliment the above, his firm also has a team to provide advice and expertise in Employee/Executive Benefit Packages.

Steve started his career with Great-West Life as an agent in 1988, became a partner in a brokerage firm in 1992, and went on to establish his own company in 1995 specializing in the above. For the last 22 years he has also contracted to and provided service for National Firms: Midland Walwyn, Merrill Lynch, CIBC Wood Gundy, and has been contracted with National Bank Financial for 15 years.

In addition to the above, Steve has served on a number of Industry, Non-Profit, and Community Boards over the years. He speaks on a regular basis to various groups and organizations regarding the industry and opportunities for planning. He takes a holistic approach involving the clients’ professional advisors to ensure comprehensive solutions.

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