Our financial advisors | Esposito Advisory Team | National Bank Financial

WEALTH MANAGEMENT SPECIALISTS

If you want to have a trusting relationship with your clients, you first need a trusted relationship amongst team members. There are synergies that come out of having clear roles and responsibilities with each member of the team.

The Esposito Advisory Team has brought together a team of wealth management specialists that work closely with you in managing the complexities of your wealth. We partner with you by providing thoughtful, practical and creative wealth management solutions including tax planning, financial planning, estate planning and retirement planning that will help you achieve your strategic objectives.

MEET THE TEAM

Fred Esposito

Senior Wealth Advisor

780-426-2651

fred.esposito@nbc.ca

English

For over 30 years, Fred has been providing premier investment solutions for clients throughout Canada. While the investment industry has changed significantly over time, Fred Has never changed his priority of putting his client’s interests first.

Fred has always had a natural ability to lead people through the noise of the investment world and create an experience that brings clarity to financial independence. His partnership approach with his client’s coupled with the art of analyzing important data, provides a foundation for long-term relationships, as their lives unfold, and needs evolve.

Fred was born and raised in Edmonton and very grateful to call it home. Being an oilers and hockey fan, Fred never misses an opportunity to catch an NHL game in a new city, whether it be with clients or friends.

McKenzie Esposito

Wealth Advisor & Portfolio Manager

780-426-2651

mckenzie.esposito@nbc.ca

English

McKenzie’s experience with wealth management is a critical piece of the financial puzzle providing focus that enables clients to make informed decisions, in terms of their financial well-being.

McKenzie works with a select group of our clients implementing and tracking the progress of their goals, as well as advising on the investments. Being part of a family business has given him a unique perspective working with multigenerational clients. McKenzie’s focus is on the client experience and how clients can pass on their values to the next generation is a successful manner.

When McKenzie is not in the office, he enjoys spending time at the cabin with friends and family and taking in activities around the city. As the weather starts to turn in the spring, McKenzie enjoys Edmonton’s River valley with his favorite spot being on the golf course at the Royal Mayfair.

Alexander Tuszynski

Wealth Advisor

780-421-4510

alexander.tuszynski@nbc.ca

English

With extensive experience in investment analysis, financial modelling and portfolio management, Alex assists the team in all of these areas as well as due diligence and client relationship management.

Prior to joining the Esposito Advisory Team, Alex worked for the TELUS Corporate Pension Fund where he was one of four investment professionals actively managing $1 billion of Canadian Equities exposure.

After graduating from the University of Alberta with a Bachelor of Commerce (Finance), Alex went on to obtain an MBA (Finance), and is also a CFA charter holder.

Dino Esposito

Senior Wealth Associate

780-409-7285

dino.esposito@nbc.ca

English

With extensive experience in investment analysis, financial modelling and portfolio management, Alex assists the team in all of these areas as well as due diligence and client relationship management.

Prior to joining the Esposito Advisory Team, Alex worked for the TELUS Corporate Pension Fund where he was one of four investment professionals actively managing $1 billion of Canadian Equities exposure.

After graduating from the University of Alberta with a Bachelor of Commerce (Finance), Alex went on to obtain an MBA (Finance), and is also a CFA charter holder.

Jamie Olinyk

Associate

jamie.olinyk@nbc.ca

English

Jamie has been our client’s first point of contact for nearly ten years now. She works with all clients in helping them coordinate and simplify the fine details of their wealth experience.

Jamie is our lead when it comes to working with clients to understand their cash flow needs in and out of accounts; whether it be direct deposits, contributions, setting up registered accounts, making RIFF payments, or you just need some money she can help.
Jamie is in constant contact between our advisors and clients to ensure the experience is harmonized and simple.

Jamie is a loving wife and a mother to her new baby girl which has kept things constantly on the go. She lives a rather simple life; as long as she has good food, lots of coffee, peanut butter and the love of family and friends she is happy. Jamie loves the outdoors and it isn’t uncommon to find her exploring the city, sipping her latte supporting local businesses. She likes hiking, doing her Zumba and HIIT workouts and would enjoy being a fitness instructor if she didn’t have such stage fright.