Meet our team

Professionals who listen to your needs.

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

Wealth Advisor

Speech bubble picto

English

Rob Howard was born in Edmonton, Alberta and grew up in North Vancouver. He attended the University of British Columbia where he obtained his Bachelor of Arts degree. His love for History led him to major in Reformation History. After university, Wealth Management and Investment Advisory became his focus. Rob began his career in Wealth Management at McLeod Young & Weir in 1988 and in 2000 continued building his practice with National Bank Financial. He has his CIM and Options License as well as his Portfolio Management designation.

Rob enjoys participating in the community and was heavily involved in coaching Soccer and Baseball. Philanthropy is a major focus for the Howards and they are involved in numerous Charitable Organizations.

Rob has been married to his wife Brenda for 34 years and they have three Kids age 28, 26 and 22. His favorite hobbies are working out at the gym with his son, running with his girls, travelling and playing Spikeball.

Wealth Advisor

Speech bubble picto

English

Garett is a seasoned professional with 17 years in the industry and a focus on Growth & Technology portfolios at NBF since 2012. He’s honed a strategy that leverages the Options market for risk management and cash flow enhancement.

His excitement for earnings season highlights a sharp eye for spotting high-potential companies, those with strong growth and rising cash flow — which is no small feat in such a dynamic field.

Outside of work, Garett’s love for golf and cooking stands out. Swapping the trading desk for the golf course or grocery store shows a guy who enjoys balance — whether he’s perfecting his swing or a recipe. That fine dining kitchen experience from long ago seems to have left a lasting mark, turning him into a chef who hosts friends and family with flair.

Wealth Advisor

Speech bubble picto

English

Sean Sullivan started his career in Wealth Management in 2008. He holds a Bachelor of General Studies with a Minor in Business from Simon Fraser University, and holds the Associate of Project Management designation from the globally recognized Project Management Institute. He has also earned the Chartered Investment Manager designation from the Canadian Securities Institute.


Having started his career during one of the most tumultuous years for markets, he is a seasoned investment professional with 18 years’ experience. Pro-active rather than reactive investment management is a tenet of his philosophy. This is representative of his dedication to continuous evaluation and communication of market trends. Client satisfaction and portfolio performance are the cornerstone of his approach to wealth management.


Having participated in the local community he has had the privilege of sitting on the White Rock Sea Festival board and has volunteered with the BC Cancer Foundation and Quest Outreach Society. Sean resides in South Surrey with his wife and 5-year-old daughter and is passionate about exercise, reading and traveling.

Leslie Chan

Wealth Associate

Speech bubble picto

English, Cantonese

Leslie began his financial career in 2010 and joined the team as a licensed Wealth Associate in 2019, where he has continued to develop skills and grow professionally. He obtained his Bachelor of Business Administration with a major in Finance from Simon Fraser University. In his role, he executes trades, ensuring efficient and accurate transactions for clients.

Leslie enjoys an active and fulfilling personal life. He has a passion for snowboarding as well as traveling. He also enjoys playing badminton and most racket sports. Spending quality time with family and friends is a priority for him. One of his favorite pastimes is a fun board games night, which quickly turns fierce and competitive.

In March 2024, Leslie experienced a profound milestone when he welcomed his first baby boy, an event that changed his life forever and brought immense joy to his family.

Jenifer Ngan

Wealth Associate

Speech bubble picto

English, Cantonese

Jenifer started her Banking career in 2011 and joined National Bank Financial in 2014. She is a Licensed Wealth Associate and has completed the Derivatives Fundamentals and Options Licensing (DFOL) Course. Her specialties include providing superior customer service to VIP clients and supporting portfolio trades.

Jenifer graduated from University of British Columbia with Honors Standing and was a Dean’s List recipient in 2009. Aspired to be a lifelong learner, she is always looking to upgrade her credentials to better serve her clients.

Jenifer loves travelling and enjoys cuisines around the world. After becoming a mother of two, her goal is to bring her children travel to different places and experience all beautiful cultures by being there. So far, Jenifer has explored 8 cities with them before they turned 3 years old, and sure to add more. When they are not flying internationally, you will also find them at their favorite local destinations like Whistler, Tofino and Vancouver Islands.

Our partners

Our financial advisors | Howard Wealth Management Group | National Bank Financial - Wealth Management
Photo of Derek Cheung, Premium Banker

Derek Cheung

Premium Banker

National Bank of Canada
 

Derek provides banking and financing solutions to clients by keeping their goals and lifestyle top of mind. He works closely with clients’ integrated investment objectives and overall wealth management strategies. With over 13 years of banking experience, from working in Downtown Vancouver to Toronto’s Financial District, he has collaborated with clients of all backgrounds to provide them with sound advice and feasible financing strategies to help them achieve their ambitions. Having always approached his role from a relationship-focused standpoint he strives to deliver top-tier service with his expert-knowledge, professionalism, and dedication to clients.

When not at the office, Derek enjoys travelling around the world to admire the diverse cultural sites, natural wonders, and eat the local food. Having visited over 42 countries, he hopes to visit them all one day. Closer to home, he lives in the Lower Mainland with his dog and enjoys going for runs, hikes, and soaking in all the beauty that B.C. provides. A strong believer of giving-back he actively supports and donates to B.C. Children’s Hospital, Canadian Cancer Society, and Plan International Canada.

Our financial advisors | Howard Wealth Management Group | National Bank Financial - Wealth Management
Photo of Bryan Ference, Insurance Advisor

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 | Howard Wealth Management Group | National Bank Financial - Wealth Management
Photo of Carla Norris, Senior Advisor, Financial Planning

Carla Norris

Senior Advisor, Financial Planning1

National Bank Financial - Wealth Mangement
 

Carla has been providing comprehensive financial planning services to executives, professionals, entrepreneurs, retirees and families for over 20 years. This experience has provided her exposure to diverse planning areas, including retirement planning, tax planning, cash management and estate planning.  Carla particularly enjoys the challenge of capturing the many details to be considered when making difficult financial decisions, and then making those decisions easy for clients to understand. Carla is a Certified Financial Planner (CFP).  She is a member of the Canadian Institute of Financial Planners and the Estate Planning Council of Vancouver.  She received the prestigious Fellow of FPSC distinction in 2013.

Our financial advisors | Howard Wealth Management Group | National Bank Financial - Wealth Management
Photo of Manijeh Moieni, Senior Estate Planning Advisor

Manijeh Moieni

Senior Estate Planning Advisor2

National Bank of Canada
 

Having been called to the Bar of British Columbia in 1996, she has accumulated years of diverse professional experience including working at prestigious Vancouver law firms, operating her own successful law office, as well as teaching law through the Law Society of BC and Langara College. Manijeh’s philosophy is simple. She sincerely cares about her clients, their issues, and results. She provides high quality estate planning services, and acts with integrity, honesty, respect and fairness. Manijeh offers every client personal attention combined with a high level of professional integrity. This leads to estate planning solutions tailored to the specific needs of each client whether she is providing an estate consultation or an estate plan.

  1. 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.

  2. 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.

  3. 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.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

Contact us

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