Wes has been an investment advisor for 30+ years. Wes has four adult children, Chairs the Rock with Love annual benefit concert, sits on the board of St. Michales Hospital Foundation and was a board member of Brescia University College before their merger with University of Western Ontario. Wes spends his leisure time avidly reading, strength training, biking, and fishing.
We work together to achieve your goals
As a partner for all your financial needs, our team has the expertise and the resources to help you build and manage the wealth you need to reach your goals.
Our team mission is to guide and advise you about every aspect of your financial wealth. We can help you make your wealth grow, protect it, convert it into steady income, and pass it along to future generations.
We are professionals with solid training and relevant industry experience. Each of us must have:
- Successfully completed the specialized training required by the investment industry.
- Duly registered as a wealth advisor.
- Completed National Bank Financial – Wealth Management’s own training program that focuses on perfecting investment skills, mastering the latest industry products, and integrating ourorganization’s investment philosophy and operational processes. This training complements the basic requirements of the investment industry.
- Followed a program of continuing education to maintain and increase our expertise in a constantly evolving financial universe.
We are therefore able to advise you on a host of products and services offered by National Bank Financial –Wealth Management, whether you are an individual or a company with specific or complex needs.
Our team of experts
Senior Wealth Advisor & Portfolio Manager
Nicholas McComb
Wealth Associate
English
Nick has been working with the McComb Team since 2022 and became he CIRO licensed in 2023. Nick has interned for National Bank since 2019, he did a rotational program at National Banks head office in Montreal working in various departments throughout the bank. While Nick was at university he worked part time at National Bank Financials office in London, Ontario.
Laurel Scott
Wealth Associate
English
Laurel Scott has been working in the financial services industry since 1984 and came to National Bank Financial through the acquisition of First Marathon Securities in 1999. Although much of the last 10 years have been working as a retail associate, for many years she worked within the Institutional sector navigating a Canadian Insurance company and all its subsidiaries and jurisdictions within Canada and the United States. Laurels experience in the industry helps the team navigate through all the intricacies of the financial services industry.
Xochilt Palacios
Wealth Associate
English
Xochilt worked on the banking side of National Bank for 5 years before transferring her skills over to Wealth Management in 2021. Xochilt experience in banking and her strong communication skills allows us her to maintain good relationships with clients while helping them achieve their goals.
Our Partners
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.
John Di Libero
Private Banking
National
Bank of Canada
John Di Libero is Senior Private Banker for Private Banking at National Bank of Canada, the Private Banking 1859 sector of National Bank of Canada. John irresponsible for overseeing all the Private Banking activities across Ontario including the analysis, structuring and distribution of its banking products/services.
John joined National Bank of Canada in 1996 as Manager for the Wealth Management sector after spending three years at different Chartered Accountant firms. In2001, John joined Private Banking as an Accounts Manager in Montreal overseeing client AUM base of over $200 million. He accepted his current position in2007 as Senior Private Banker for Private Banking in Toronto to implement the expansion of National Bank Private Banking outside Quebec. He provides leadership in the development of financial objectives and strategic planning for Private Banking outside Quebec. John has over 20 years' experience in the banking sector including 15 years in the Private Banking sector.
John Di Libero is a member of the CFA society in Toronto and holds a MBA degree in finance from l’Université du Québec à Montréal (UQAM) as well as a B.Comm from Concordia University in Montreal.
John Di Libero also plays an active role in the non-profit community. He is the President of ACEECF(Canadian Association for young entrepreneurs).
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.
