Our financial advisors | Forward Thinking Financial Group | National Bank Financial

We work together to achieve your goals

Our team of highly qualified investment professionals is here to support you in managing 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

Chris Schoonderwoerd, CFP

Wealth Advisor

780-412-6608

chris.schoonderwoerd@nbc.ca

Chris Schoonderwoerd

English

Monique Schilperoord

Senior Wealth Associate

780-412-6658

monique.schilperoord@nbc.ca

English

Our partners

Our financial advisors | Forward Thinking Financial Group | National Bank Financial - Wealth Management

Bryan Ference, CLU, CHS, EPC

Insurance Advisor

National Bank Financial

Bryan brings over 27 years of industry experience to his role as Business Development Manager, Insurance.

Bryan provides education and sales support to Wealth Advisors and their teams. He uses his expertise and experience to provide individualized, intelligent solutions for their clients and prospects.

Bryan is a student of the business and is always striving to enhance his knowledge through profession development courses. He currently holds a CLU(Chartered Life Underwriter) designation, a CHS(Certified Health Specialist) designation as well as the EPC(Elder Planning Counsellor) designation.

Our financial advisors | Forward Thinking Financial Group | National Bank Financial - Wealth Management

Charlene Sunderland

Premium Banker

National Bank of Canada

As Premium Banker, Charlene Sunderland provides a full suite of banking and lending solutions tailor-made for clients of National Bank Financial - Wealth Management (NBFWM). Working exclusively with Wealth Advisors, and as a complement to the existing advice provided by NBFWM, Charlene assures continuity in the execution of their clients’ wealth management strategies. With over 15 years of experience in the financial industry, she is recognized for her leadership skills and her considerable knowledge of banking, lending and financial services.

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.