Our financial advisors | McKay Wealth | National Bank Financial

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

Jarrett McKay

Wealth Advisor

902-496-7731

jarrett.mckay@nbc.ca

English

Ishmeet Kaur

Associate

902-496-7714

ishmeet.kaur@nbc.ca

English

Our partners

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

Photo of Cory Papineau, Senior Advisor, Financial Planning & Advisory Services, collaborator

Cory Papineau, BA, CFP

Senior Advisor, Financial Planning & Advisory Services¹

National Bank Financial - Wealth Management

Cory has worked in the financial services industry for over 20 years, providing clients with accurate, timely and comprehensive financial planning solutions. He holds a Bachelor of Arts degree from the University of Manitoba and has obtained the Certified Financial Planner (CFP) designation.

Cory has worked with a wide range of clients, including business owners, professionals, retirees and families. He provides wealth management solutions and financial strategies in the areas of retirement planning, tax planning, cash management, estate and insurance planning. Cory has continually developed his skills and knowledge through education, mentorship and hands-on experience.

Cory’s motto is Plan Well. Live Better. He is an advocate for financial planning as a foundation for helping clients live the life they want to live.

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

Photo of Geneviève Gosselin-Tardif, Senior Advisor, Estate Planning, collaborator.

Geneviève Gosselin-Tardif, Civil LL.B., J.D.

Senior Advisor, Estate Planning²

National Bank Financial - Wealth Management

Genevieve has more than 12 years of experience as a lawyer. She holds a Civil Law degree (LL.B.) (2008) and Common law and transnational diploma (J.D.) (2010). She is a member of the Law Society of Ontario and Barreau du Québec.

Prior to joining National Bank as a Senior Advisor, Estate Planning, Genevieve was in private practice primarily in the area of Wills and Estates Law and Family Law. Her clientele included professionals, entrepreneurs, young families and blended families.

Genevieve is passionate about estate planning and aims to offer clients professional and valuable services. She is fully bilingual (French and English)

On a personal note, Genevieve has a thriving young family that takes up her personal time.

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

Photo of Tricia Carver, Insurance Advisor

Tricia Carver, CPA, CFP, TEP

Insurance Advisor³

National Bank Insurance Firm

Trish has been providing tax and estate services to high net worth clients for over 25 years, combining her knowledge and experience to help affluent families achieve their financial goals.

She began her career working in the audit and tax group of a major accounting firm and from there, spent 18 years in the tax and estate planning division of a life insurance company. Most recently, Trish worked with a large financial institution as a Wealth Strategist, focusing on delivery of planning advice for high net worth clients with complex planning needs.

A graduate of the University of Manitoba (B.Comm.Hons.), Trish also holds her Chartered Accountant designation, is a Certified Financial Planner and has obtained the Trust and Estate Practitioner designation. She is currently serving as Public Relations Officer for the Society of Trust and Estate Practitioners (STEP), Winnipeg chapter.

In her role as Insurance Advisor, Trish supports the team clients to help address their insurance needs, working closely with our Financial and Estate Planning partners.

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

Jordan Morrison

Premium Banker

National Bank of Canada

As a Premium Banker, Jordan works directly with Wealth Advisors of National Bank Financial - Wealth Management and their clients to help provide them with tailored advice and banking solutions to help meet their financial and lifestyle goals. His primary focus is to understand each client’s situation and assist them with a clearer path to get where they would like to be.

Jordan started his journey in the financial services industry 12 years ago and had previously deployed his expertise as both a Life Insurance Advisor, and as a Wealth Advisor. Jordan believes this range of experience equips him with the tools to better understand his client’s “bigger picture” when providing advice.

Jordan was born and raised in the Bedford area of Halifax and is a Saint Mary’s University alumni. Outside of the office, Jordan can be found on the soccer pitch, playing bass guitar, or hiking with his partner Tara and Wolfhound Meeko.