Our financial advisors | Easton Wealth Management | National Bank Financial

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 financial advisors | Easton Wealth Management

Douglas Easton, CFA

Wealth Advisor & Portfolio Manager

705-445-2402

douglas.easton@nbc.ca

English

Douglas has over 30 years experience in the investment industry and as a discretionary Portfolio Manager working exclusively with private investors and their families for the last 25 years.

Douglas is a graduate of The University of Toronto in Commerce and Economics and has held the Chartered Financial Analyst (CFA) designation since 1993. He believes that careful planning and working closely with each client is integral to the investment process and in achieving his client’s financial success. He provides a highly personalized service applying a holistic, wealth management, approach that leverages both internal and external expertise in estate, retirement and tax planning.

Douglas and his family recently moved from Toronto to The Blue Mountains where they appreciate the unique mix of a recreational destination with a traditional small-town community. They enjoy the outdoor lifestyle that includes skiing and golfing as well as racket and equestrian sports.

Our Partners

Our financial advisors | Easton Wealth Management | National Bank Financial - Wealth Management

Marie-Claude Blanchet, CFP, R.F.P., CIM, FCSI.

Senior Financial Planning Consultant

National Bank of Canada

Marie-Claude has been a financial planner for over 25 years, providing comprehensive financial planning advice to a wide range of clients, including business owners, senior executives, physicians and retirees. She provides wealth management solutions and financial strategies in the areas of retirement planning, tax planning, cash management, estate and gift planning, and insurance planning. As a planner, Marie-Claude has worked in a variety of financial institutions: niche-market financial institutions (educators and physicians), bank-owned wealth management divisions and a small financial planning firm dealing with high-net-worth clients. Marie-Claude obtained her Bachelor of Commerce (Hons) from the University of Ottawa and holds the Certified Financial Planner (CFP), Registered Financial Planner (RFP), Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations.

Our financial advisors | Easton Wealth Management | National Bank Financial - Wealth Management

Christine King, J.D., TEP

Senior Advisor, Estate Planning

National Bank of Canada

As a Trust and Estate Planning Professional, Christine provides client centric comprehensive advice and estate plans for National Bank Financial clients. She provides guidance and strategic advice that addresses the personal wealth transfer goals and potential pitfalls of each unique client and/or family – all with the ultimate objective of creating peace of mind.

Christine’s legal experience includes private practice as well as a major financial institution. She has a particular strength in the world of Trusts. Christine completed her undergraduate studies at McGill University prior to obtaining her law degree from the University of Saskatchewan.

She is a member of the Law Society of Ontario, the Canadian Bar Association, Canadian Tax Foundation, and is a designated Trust and Estate Practitioner (TEP) as granted by the Society of Trust and Estate Practitioners.

Our financial advisors | Easton Wealth Management | National Bank Financial - Wealth Management

Troy Redick, CFP CIM

Insurance Advisor, Wealth Management

NBF Financial Services Ltd., Partner of National Bank Insurance

Troy Redick is an Insurance Advisor with NBF Financial Services Inc, and in this role he collaborates with Wealth Advisors and Portfolio Managers to provide advice to their clients about insuring against risks such as premature death, disability, critical illness, or long-term care needs, as well as exploring tax-efficient personal and corporate estate planning strategies.

Insurance advice is part of our comprehensive wealth advice offering, and in order to better advise clients, Troy collaborates with related planning professionals such as Certified Financial Planners and Estate Planning lawyers, to truly understand client financial and family situations, goals and concerns, and provide context and information to help clients make informed decisions that can protect or better their lives in ways that matter to them.

Troy Redick is a Certified Financial Planner and Chartered Investment Manager who began his career in 2010, and prior to his current role, Troy held the position of Senior Manager - Wealth Management Solutions Group for NBFWM’s Ontario and Atlantic regions, where he drew upon his prior experience as an advisor to assist NBF advisors with practice management, business development, and client engagement.

Financial Planners are authorized to act in the field of Financial Planning. They exercise their duties for National Bank Financial Inc., a financial planning firm.
We work closely with the Taxation, Retirement and Estate Planning Team from National Bank Trust, made up 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.
Insurance products and services are provided by National Bank Insurance Firm (NBIF) or by NBF Financial Services (NBFFS), as applicable. NBIF and NBFFS are not members of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.
Financing solutions are subject to credit approval by National bank.
For details and conditions of the offer, please contact your advisor.