Meet our team

Sam has been a colleague at National Bank Financial since 2016. She is a licensed Wealth Associate who has completed her Canadian Securities Course. She loves learning and continues to expand her knowledge in the financial industry. She delights in providing great client service and tackling new challenges. Her sunny optimism and hardworking attitude make her a great addition to the team. Sam grew up in Kelowna and returned after getting her Bachelor’s degree in Political Science and Economics at UBC Vancouver. She enjoys travelling and learning new languages, and has studied French, Spanish, Japanese and Mandarin (not that she remembers it all!). She also has extensive experience volunteering with Emergency Services, most recently with Central Okanagan Search and Rescue (COSAR). In her spare time, Sam enjoys reading, hiking, camping, and going on extended road trips with her husband, two young sons, and dog (while the cat stays home and looks after the house!).

Stacy has been a part of the National Bank Financial team since 2015. Stacy is a skilled Associate in the financial industry, providing personalized client service and detailed administration. Her communication skills, client service abilities, and wealth management understanding help contribute to our exceptional service to our valued clients and their families. Stacy was recently nominated for National Bank Financial’s Elite club, a distinction that honors exceptional Associates of the firm. Stacy is interested in continuing her education in the financial industry and is currently studying to pass the Canadian Securities Course. She has spent time organizing charitable fundraisers, bodybuilding, hiking, and teaching Fitness classes. Her interests also include playing hockey, snowboarding, scuba diving, and spending quality time with friends, husband and two young ones. Stacy is always there for our clients with a friendly smile, even on the phone! An upbeat attitude and a genuine passion for helping makes her a pleasure to work with. Stacy is always looking forward to working with our clients, new and existing, and injecting humor where she can!