Meet our team

Joined National Bank Financial in 2017 after spending 5+ years in financial research and consulting at Canada Pension Plan Investment Board, Aon, and NBF, specializing in geopolitical and sustainable investing analysis.

Holds a PhD in International Political Economy from the University of Warwick, UK, and a Bachelor of Arts (Hons) in International Relations from St. Francis Xavier University.

Away from the office, Michael is an avid hockey goaltender.

Portfolio Management – develop, refine, and implement overall investment strategy. Security selection, portfolio construction and rebalancing.

Client Communication and Relationship Management – client communication, meetings, and problem solving, including immediately responding to client inquiries and requests. Liaising with clients' lawyers and accountants for ongoing estate and tax planning purposes.

Research and Analysis – investment idea generation, helping to improve and build upon investment performance and best practice standards.

Joined National Bank Financial in 2014 after working in banking, client services and fund administration.

Bachelor of Commerce from the Ted Rogers School of Management at Ryerson University; College Diploma in Finance from Sheridan College.

Outside the office, Alex enjoys cycling, camping and the occasional round of golf. He is fluent in English, French and Italian.

Administration and Operations – in charge of all day-to-day operations and account administration; documentation, account transfers, cash management (EFTs, wires, etc.), foreign exchange, etc.

Performance Analysis and Reporting – leads the production and distribution of quarterly client portfolio performance reporting.

Back-office Liaison – consult and coordinate with operating departments to ensure efficient administrative and business processes for clients.

Alex is the principal point of contact for: operation and administrative inquiries; documentation requests; money transfer requests/inquiries; foreign exchange; tax slips and reporting. Alex is licensed to take trading instructions.

Joined National Bank Financial in September 2022 after working as a summer intern for the team.

Bachelor of Fine Arts with a minor in Economics from The University of Western Ontario.

Outside the office, Emily enjoys painting, cooking, and travelling.

Administration and Operations – in charge of all day-to-day operations and account administration; documentation, account transfers, cash management (EFTs, wires, etc.), foreign exchange, etc.

Performance Analysis and Reporting – leads the production and distribution of quarterly client portfolio performance reporting.

Back-office Liaison – consult and coordinate with operating departments to ensure efficient administrative and business processes for clients.