Lauren’s responsibilities include administration & documentation, operational communications with clients, handling general enquiries and problem solving. Prior to joining our team, Lauren was selected from a broad pool of applicants for National Bank’s “Women in Finance” mentorship program. She is now working under the mentorship of our more senior team members and rapidly expanding her knowledge base and experience. She holds a Bachelor of Business Management & Organizational Studies from Western University.
We work together to achieve your goals
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.
Our team of experts
Senior Wealth Advisor & Portfolio Manager
English
Joe has been helping clients like you achieve your financial goals since 1993. His innovative, structured, and disciplined approach to investing provides an effective strategy that’s proven to attain your financial goals and objectives.
Joe earned his Bachelor of Commerce Degree from the University of
British Columbia, after which he joined Canada’s largest credit union,
first as lending specialist, and then as a Certified Financial
Planner(CFP). Joe moved to a global banking group in 1996, where he
was appointed Manager of Investment Services. Through his ability to
develop a substantial, loyal client base, Joe was invited to join
their Private Client Services division in 2000. Since then, he has
continued to build his practice, becoming part of the National Bank
Financial group in 2012.
Joe is a Fellow of the Canadian Securities Institute (FCSI), the
most respected and trusted designation in the financial services
industry and one that reflects the greatest demonstrated abilities and
highest ethical standards. He is also a licensed Portfolio Manager, a
designation based on education, experience, and quality of business,
earned only by a select group of Wealth Advisors in Canada. This
provides him with the ability to manage qualifying clients’ portfolios
on a discretionary basis through a portfolio mandate tailored to their
needs.
Joe is known and respected in the industry for his integrity and is
considered a leader among his peers. Joe Milic Wealth Management
Group currently advises on over 200 households, corporations, and
philanthropic organizations.
Ruby Dial
Senior Wealth Associate
English
Ruby has over 15 years of experience in the financial industry. Over that time, she has built a strong knowledge base and developed an exceptional record of client service.
Dedicated to excellence in client service, Ruby assists in
monitoring client portfolios and serves as a key point of contact for
our clients' enquiries and ensures that our clients' needs are met
efficiently. As a Licensed Associate, she also assists with the
implementation of client portfolios, trade execution and retirement
planning solutions
Leon Lau
Associate
English
Leon has 30 years of experience in the financial services industry.
Leon handles the team's client service responsibilities, including
preparing and maintaining client account documentation and assisting
with the day to day operational functions of the team.
Carson Batt
Wealth Associate
English
Carson is responsible for evaluating research, portfolio trade execution, and working directly with our valued clients on their personal financial management. He is also a member of the Portfolio Management Committee. Carson gained experience with an institutional asset management firm prior to joining our team at NBF. Holding a B.Sc. in Economics, with a specialization in Finance, as well as the CFA (Chartered Financial Analyst) designation, he has a very strong level of technical knowledge in finance and wealth management.
Our partners
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.
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.
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.
Dave Pettenuzzo B.Com. CFP CLU CH.FC RHU
Insurance Advisor & Financial Planner
National Bank Insurance Firm
Dave is an Estate and Insurance Planning Specialist with National Bank Insurance Firm. He is a Chartered Life Underwriter, Certified Financial Planner, Chartered Financial Consultant and a Registered Health Underwriter. Dave has extensive experience in personal and corporate financial planning, as well as advanced tax and estate planning.
Dave has successfully been assisting NBF Wealth Advisors and their clients with their Insurance and Estate Planning needs since Spring of 2008. His approach is to provide clear and prudent solutions which benefit the client and help solidify their overall financial plan.
- 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.
