Our Team of Experts
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.
We Work Together to Achieve Your Goals
Senior Wealth Advisor & Portfolio Manager
Since 1986, I have had the privilege of helping individuals build their financial futures. Whether I am working with young professionals, seasoned business owners or Canadians in retirement my goal remains the same: to provide my clients with complete and comprehensive financial advice and to manage their assets in a way that controls risk and enhances returns.
My formal education includes a Bachelor of Engineering degree from Concordia University, a Master of Business Administration degree from John Molson School of Business and the Chartered Financial Analyst designation from CFA Institute. I was also an instructor in the MBA/CFA program at the John Molson School of Business.
My favorite activity outside of work remains writing. I've been fortunate enough to see two novels published, as well as having essays featured in various publications, including the Montreal Gazette.
Wealth Advisor
English, French, Italian
Alessandra is a Wealth Advisor having joined our team in 2022 as a Senior Analyst shortly after completing the Canadian Securities Institute licensing requirements. Her role is to provide support and advice for every client relationship, from keeping abreast of each individual’s personal circumstances and objectives to helping build and monitor our model portfolios.
She has earned a Bachelor of Commerce degree and a Chartered Professional Accountancy graduate degree, both from Concordia University, as well as a certificate in Real Estate Investment from New York University. In her free time, she stays active practicing a variety of sports, most especially running, skiing and tennis.
Kim joined National Bank Financial in 2001, and became a fully licensed wealth associate shortly thereafter. From tracking the flow of funds to executing transactions, her responsibilities play a significant role in all aspects of account management. She has earned the acknowledgement of colleagues and clients for her professionalism, attention to detail and courteous disposition
