Meet our team

Professionals who listen to your needs.

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

Wealth Advisor & Portfolio Manager

Sean has been with NBF since 2009, and ever since his focus has been helping clients "protect, save & grow" their financial assets.

Through his experience and with the help of internal experts and resources he'll assist you take a holistic view of your financial goals to match your needs.

His attention to details, good listening skills and great empathy are symbols of appreciation by his clients! 

His passion and dedication to the financial world began in 2002 when he founded and managed a $15 Million a year agricultural commodity company.

Among his list of credentials and designations are Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI).

He also holds a degree in Economic and Political Science from University of Western Ontario.

Sean is very active within many local organizations and national associations such as St. Joseph's Healthcare Resource Planning and Audit Committee, Rotary Club of London, Terry Fox Foundation in Ilderton, etc.

Sean is happily married to his lovely wife Sharon and has 3 wonderful adult children.

Away from the business, he enjoys golfing, plying men recreational hockey, snowmobiling and spending time with family and friends.

Ileana Gireada, B. Sc

Wealth Associate

Ileana holds a petroleum Engineering degree from her country of origin.  Since relocating to North America, she chose to apply her mathematics expertise, knowledge and skills to the finance industry, and has been providing exceptional financial services for 20 years.  She is a licensed investment associate and holds both; The Canadian Securities and Practice Handbook designations.

Ileana is your main point of contact for processing trading instructions, operational and administrative inquiries, documentation requests, money transfer requests, tax reporting information and slips, and foreign exchanges.

Prior to joining NBF, Ileana worked in retail banking in the U.S.A. and Canada. She is an exceptionally personable and valued professional member of our team, showing a tenacious pursuit of client service excellence in all she does.

Ileana takes pride in her European background and tries to preserve and promote her culture.  In her leisure, Ileana enjoys spending time with her two adult children. In addition, she is passionate about live music, art, fashion, reading self enhancement books, cooking and gardening.  She looks forward to speaking with you soon!

Our Partners

Our financial advisors | Mackenzie Wealth Management Group | National Bank Financial - Wealth Management
Photo of Christine King, Senior Advisor, Estate Planning, partner.

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 | Mackenzie Wealth Management Group | National Bank Financial - Wealth Management
Photo of Ashim Khanna, Senior Advisor, Financial Planning, partner.

Ashim Khanna, MBA, CFP

Senior Advisor, Estate Planning²

National Bank of Canada
 

Ashim is a financial professional with extensive knowledge of financial and wealth planning. He has worked in the financial services industry for over 10 years providing affluent clients with comprehensive wealth planning solutions. Ashim is a Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA) Level II candidate, and a member of FP Canada & CFA Institute. He has obtained his Bachelor of Commerce and MBA Finance in India. Ashim is dedicated to his professional development through continuous education. Ashim has worked with a broad range of clients with diverse financial goals, including professionals, senior executives, business owners, retirees and families. Ashim provides wealth management solutions and financial strategies in the areas of retirement planning, taxation, cash management, education planning, insurance planning, estate and intergenerational wealth transfer planning. Ashim is devoted to providing high-quality advice to help his clients achieve their financial goals. Outside of working hours, Ashim likes travelling and exploring new destinations, keeping active with running and scuba diving, and spending time with his family and friends.

  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.