Ken joined National Bank Financial – Wealth Management as a senior vice president in 2012 via the acquisition of HSBC Securities. Prior to this, Ken had been with Scotia McLeod and its predecessor company McLeod Young Weir since 1987. He graduated with Honours, Bachelor of Commerce and Masters in Business administration. Ken develops and implements personalized investment portfolios and strategies that reflect his client’s unique financial situation and goals. At National Bank financial we build partnerships with our clients by providing strategic, tax efficient, financial solutions that meet their specific needs. We follow a disciplined investment approach to manage risk and deliver long-term performance. Our proven process enables us to understand your needs and goals, and to provide appropriate, timely recommendations best suited to your evolving needs. Our team is completely committed to providing exceptional service, ongoing guidance and to co-ordinate access to a team of financial specialists with the expertise to help you reach your goals. Ken lives in Oakville with his two children.
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
Senior Wealth Advisor & Portfolio Manager
Wealth Advisor
English
Rachel is a graduate from the University of Guelph. After graduating with honours in 2016, Rachel joined my team full-time. Rachel will be entering National Bank Financials associate investment advisor training program in September while continuing to work alongside me on our team. Outside of work, Rachel enjoys travelling and is an avid runner and boxer.
Jennifer Guagliano
Wealth Associate
English
Jennifer is a graduate from The University of Toronto and has over 16 years of experience in the financial services industry. She comes from a service-oriented background in the financial sector and is highly committed to bringing clients timely, efficient, and courteous services. Prior to joining my team in September of 2015, Jennifer worked at a major brokerage firm as an investment associate. She enjoys speaking with clients regarding any questions or inquires they may have and provides reliable and efficient services to all our clients. Jennifer lives in Burlington with her husband and daughter.
Steven Jean
Associate
English
Steven is a recent business graduate from Wilfrid Laurier University and has a minor in the field of economics. He performs research on companies, helps with administrative tasks and enjoys learning more about the economy in his free time. Steven's hobbies include going to the gym and playing soccer.
Our Partners
Marie-Claude Blanchet, CFP, R.F.P., CIM, FCSI.
Senior Financial Planning Consultant
National
Bank of Canada
Marie-Claude has been a financial planner for over 25 years, providing comprehensive financial planning advice to a wide range of clients, including business owners, senior executives, physicians and retirees. She provides wealth management solutions and financial strategies in the areas of retirement planning, tax planning, cash management, estate and gift planning, and insurance planning. As a planner, Marie-Claude has worked in a variety of financial institutions: niche-market financial institutions (educators and physicians), bank-owned wealth management divisions and a small financial planning firm dealing with high-net-worth clients. Marie-Claude obtained her Bachelor of Commerce (Hons) from the University of Ottawa and holds the Certified Financial Planner (CFP), Registered Financial Planner (RFP), Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations.
David Rowe
Insurance & Estate Specialist³
National
Bank Insurance Firm
David has over 40 years of Banking and Insurance experience. Specializing in Advanced Estate Planning, Business Succession and Personal Lines of Insurance coverage has permitted him to assist a wide variety of individuals. He works primarily with Executives, Professionals and Business Owners, providing succession, conservation and other protection strategies.
David started his career with Scotiabank, holding senior positions both nationally and internationally before joining Confederation Life as an agent in 1981. His Agency, Wealth Insurance Group Inc., has been a Partner of National Bank Insurance Firm (and its predecessor) for the past 16 years.
Over the years, his methodical and detailed approach in uncovering exactly what the client wishes to happen to their estate, has led to many successful action plans and satisfied clients.
- 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.
