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. 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

Wealth Advisor & Portfolio Manager

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"Push yourself because no one else is going to do it for you!" – Anonymous

Some time ago, someone asked John, "How are you ever going to finish an Ironman triathlon?" Through hard work and dedication, John has completed 4 of them. Internal push both physically and mentally has no yardstick, only imagination. John has learned to set goals and establish the footprints to complete those efforts both professionally in business and personally in his athletic endeavours. John sees life as a journey that is filled with twists and turns, potholes, hills and valleys and fantastic experiences. This, John says, is the richness and success of life. Carrying a passion for family, John enjoys the time he spends with his wife and two daughters. John believes that there is a short window of opportunity to spend time with the people closest to you in life, so it is important to make the most of it and remember there is no rewind button.

John’s investment philosophy is rooted in peace of mind. His breadth of experience has allowed him to see others' successes and failures and he has learned from both. This measure of experience is part of the success equation.

Wealth Advisor & Portfolio Manager

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"Things do not change; we change." – Henry David Thoreau

Jason believes in the value of hard work, follow through, and self-improvement. He knows through his own experiences that his “best” gets better each and every day. When Jason talks of integrity he speaks from experience and the confidence of his decisions. History tells us things about a person and the history Jason has enjoyed through his growth in the investment community has created a trail of accolades both from his peers and his trusted relationships.

Jason at his roots is a family man who enjoys and supports extended family time. His commitment to this is at times selfless. These attributes are felt when you first meet Jason, as the meeting will not be about him but rather about you.

Jason has taken an active role in his continuing education and has completed all the course material for licensing as a Portfolio Manager. This heightened fiduciary responsibility is perfectly suited to someone with Jason’s character. He will not steer you wrong.

If you ever wanted a real friend you could rely on for years, Jason fits the bill.

Our Partners

Brian Scott

Insurance Consultant - Tax and Estate Strategies

Brian has over 20 years of experience in the insurance industry. He is a graduate from York University, and holds designations as a Certified Financial Planner (CFP) and a Chartered Life Underwriter (CLU), which is Canada's premier wealth transfer and estate planning designation.

Brian's focus is working with families holding an interest in private corporations, who have built their wealth, through their private business. While there is plenty of value, there is often no liquidity. Brian is often asked for alternatives to address this immediate need for liquidity, and protect the value that has been built. This involves working with the existing advisory team, to properly integrate the idea into the corporate structure and the family's estate plan.

Over the years, Brian has built the infrastructure to not only design and execute insurance strategies, but to support them on the ongoing basis. As a business owner himself, Brian relates with fellow entrepreneurs and understands that creative, forward thinking strategies that are client-driven, are essential to delivering value.

Insurance Specialists

Bryan Ference, CLU, CHS, EPC

Bryan provides education and support our insurance and estate process. His expertise and experience to provide clients with individualized, intelligent solutions. When the planning gets more advanced, as a team we will engage other industry professionals to work with our team together to ensure that it is a cohesive and seamless solution and experience.

Estate and Wealth Planning

Christine King Senior Advisor, Estate Planning, J.D, TEP

Ashim Khanna, Senior Advisor, Financial Planning, MBA, CFP

Banking Partners


Katherine Richards, Financing Solution Specialist, Advisor Banking Services

As a Financial Solutions Specialist, Katherine provides personalized banking services (bank accounts, lines of credit, mortgages and home equity lines of credit) with a focus on individually tailored solutions adapted specifically to the needs of our clientele.  Her customer service-oriented approach helps clients establish the financial solutions that best assist to prioritize their financial goals, while centering on their future financial objectives.

Private Banking

The mission of National Bank Private Banking 1859 is to provide advice and deliver services in all areas of wealth management to affluent individuals and their families. In concrete terms, this means providing the expertise and structure to not only meet the financial needs of current family members but to grow their wealth to the benefit of future generations and, in many cases, of philanthropic causes. Our offering is both complete and flexible enough to accommodate every situation. We adapt to our clients, and the solutions we provide are fully integrated. Our highly personalized solutions will dovetail perfectly with the services provided by any independent professionals our clients are already working with and/or with the Private Banking 1859 experts team we bring to the table.

Central Canada

Marta Lapena, Senior Private Banker

Western Canada

Sylvia Raj Senior Private Banker

Research Partners

National Bank Financial

Equity Research

We provide research coverage on over 325 large, mid and small-cap Canadian companies across all major sectors. Our firm’s history makes us uniquely positioned to cover market leading Quebec based companies. In larger sectors like energy, materials, real estate and financials, our coverage is supported by multiple analysts, allowing for specialized areas of expertise.

Economics and Strategy

Our coverage extends beyond the economy to include interest rate forecasts, analysis of the fixed income and equity markets, all resulting in a portfolio strategy that encapsulates our outlook for different asset classes and geographies.

Argus Research

Argus Research is an independent US based research firm, and our business is producing, distributing and marketing high-quality investment and economic research.

Argus recommendations - BUY, HOLD and SELL - reflect the judgment of an analyst about a company’s prospects as an investment in terms of value, expected growth and risks.

Argus Research does not bring companies public, advise companies on mergers and acquisitions, broker trades, make markets in stocks or manage money. Their independence allows us to make critical judgments about companies that we might not be so free to make were we competing for a firm’s underwriting business. Because they are not a broker/dealer, they don’t have “inventory” of a stock that they have to move with a tainted recommendation.

In recent years, numerous academic studies have concluded that investors benefit from independent research

Credit Suisse

Credit Suisse is a leading global provider of investment research. The breadth of coverages includes global macro economic insights do to granular reviews of companies and everything in between. Credit Suisse's story stretches back to July 5, 1856, when the prominent politician, business leader, and pioneer Alfred Escher founded "Schweizerische Kreditanstalt."

Capital Economics

Capital Economics is an independent economic research consultancy based in London. The company produces written pieces of economic research as well as offering consultancy services, seminars, conferences and commissioned research projects.

Financial Research Backbone


EIKON provide local coverage and global reach, in 16 languages. With Eikon, we gain exclusive access to Reuters news for the financial markets – with specialist sources we understand – in addition to thousands of other relevant sources. EIKON allows us to tap into our timely, comprehensive, multi-format coverage and analysis to make more informed decisions every day. EIKON delivers information from 2,500 journalists that results in 4 million stories annually across all asset classes.

Contact us

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