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

Our partners

Our financial advisors | The Berezan Sherven Group | National Bank Financial - Wealth Management
Photo of David Green, Premium Banker, partner.

David Green

Premium Banker

National Bank Financial - Wealth Management
 

As a Premium Banker David advises individuals, families, professionals, business owners and executives on banking, lending and cash flow management. Our Premium Banking service is designed to meet all your banking needs – from simple to complex. David will focus on understanding your needs to provide a full range of personalized banking, lending and payment solutions to help you and your family save time, simplify life and achieve your goals. David has 17 years of banking experience in several different roles including personal and business banking.

When not in the office David enjoys time with his family, hiking, traveling, camping, and riding his motorcycle.

The Taxation, Retirement and Estate Planning Team from National Bank Trust

We work closely with this team of multidisciplinary experts who provide knowledge and advice that complement our service offering . These experts assist us in providing the best solutions for your personal finances related to taxation, retirement and estate planning.

Contact us

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