Our financial advisors | Jovellanos Wealth | National Bank Financial

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

Jason Jovellanos, CIM, FCSI

Wealth Advisor & Portfolio Manager

905-272-4117

905-272-9478

Jason Jovellanos

jason.jovellanos@nbc.ca

English

With over 20 years of investment industry experience, Jason Jovellanos is an Wealth Advisor and Portfolio Manager at National Bank Financial. One of Jason's core beliefs is to continue to build on his body of knowledge for the benefit of his clients.

Jason holds a Bachelor of Arts degree from the University of Toronto and has completed progressive levels of education in financial management, such as the Financial Management Advisor course along with the Technical Analysis and Life Underwriters exams.

Having achieved his Portfolio Manager Designation by completing the Canadian Investment Management Program, Jason knows that his commitment to continuing education helps him stay "ahead of the curve".

Jason is aware that his industry is constantly changing as are the needs of his clients. Only those professional advisors that are able to adapt will be capable of delivering the top-notch service and guidance clients should expect.

Donna Tai

Wealth Associate

905-272-4649

905-272-9478

donna.tai@nbc.ca

English

A graduate of the University of Western Ontario, Donna Tai has been in the industry for over 20 years. She has helped clients from all walks of life and welcomes the opportunity to work with Jason Jovellanos to help you reach your goals. Prior to the pandemic, Donna enjoyed travelling the world and has been to western Europe, Asia, the Caribbean and the US. On her off hours, she enjoys attending live theatre and various other art events in southern Ontario.

Our expert partners

Our financial advisors | Jovellanos Wealth | National Bank Financial - Wealth Management

Christine King, J.D., TEP

Senior Advisor, Estate Planning

National Bank of Canada

As a Trust and Estate Planning Professional, Christine provides client centric comprehensive advice and estate plans for National Bank Financial clients. She provides guidance and strategic advice that addresses the personal wealth transfer goals and potential pitfalls of each unique client and/or family – all with the ultimate objective of creating peace of mind.

Christine’s legal experience includes private practice as well as a major financial institution. She has a particular strength in the world of Trusts. Christine completed her undergraduate studies at McGill University prior to obtaining her law degree from the University of Saskatchewan.

She is a member of the Law Society of Ontario, the Canadian Bar Association, Canadian Tax Foundation, and is a designated Trust and Estate Practitioner (TEP) as granted by the Society of Trust and Estate Practitioners.

Our financial advisors | Jovellanos Wealth | National Bank Financial - Wealth Management

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.

Our financial advisors | Jovellanos Wealth | National Bank Financial - Wealth Management

Tarannum Kaur

Mortgage Development Manager

National Bank of Canada

Tara has been in the industry 20 years & for over 14 years with the National Bank. Her experience in Banking helps her offer clear insight, in building effective lending solutions for clients. She has the understanding & knowledge to structure mortgage financing that meets your needs & saves you time, energy & money.

The mortgage process can be complex, whether you’re a first-time home buyer or investing in real estate to create equity. Her Master’s Degree in Business, & understanding of market movements helps her offer appropriate Banking solutions to match your financial needs.

Tara understands the importance of home ownership for her clients & creates a seamless transition to realize their goals.

On the weekend, she enjoys going for Nature walks or watching classic Disney movies with her daughter.

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.