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

Our Partners

Our financial advisors | Roger Bruce | National Bank Financial - Wealth Management
Photo of Carla Norris, Senior Advisor, Financial Planning

Carla Norris

Senior Advisor, Financial Planning¹

National Bank Financial - Wealth Mangement
 

Carla has been providing comprehensive financial planning services to executives, professionals, entrepreneurs, retirees and families for over 20 years. This experience has provided her exposure to diverse planning areas, including retirement planning, tax planning, cash management and estate planning.  Carla particularly enjoys the challenge of capturing the many details to be considered when making difficult financial decisions, and then making those decisions easy for clients to understand. Carla is a Certified Financial Planner (CFP).  She is a member of the Canadian Institute of Financial Planners and the Estate Planning Council of Vancouver.  She received the prestigious Fellow of FPSC distinction in 2013.

Our financial advisors | Roger Bruce | National Bank Financial - Wealth Management
Photo of Manijeh Moieni, Senior Estate Planning Advisor

Manijeh Moieni

Senior Estate Planning Advisor²

National Bank of Canada
 

Having been called to the Bar of British Columbia in 1996, she has accumulated years of diverse professional experience including working at prestigious Vancouver law firms, operating her own successful law office, as well as teaching law through the Law Society of BC and Langara College. Manijeh’s philosophy is simple. She sincerely cares about her clients, their issues, and results. She provides high quality estate planning services, and acts with integrity, honesty, respect and fairness. Manijeh offers every client personal attention combined with a high level of professional integrity. This leads to estate planning solutions tailored to the specific needs of each client whether she is providing an estate consultation or an estate plan.

Our financial advisors | Roger Bruce | National Bank Financial - Wealth Management
Photo of Bryan Ference, Insurance Advisor

Bryan Ference, CLU, CHS, EPC

Insurance Advisor

National Bank Financial 

Bryan brings over 27 years of industry experience to his role as Business Development Manager, Insurance.

Bryan provides education and sales support to Wealth Advisors and their teams. He uses his expertise and experience to provide  individualized, intelligent solutions for their clients and prospects.

Bryan is a student of the business and is always striving to enhance his knowledge through profession development courses. He currently holds a CLU(Chartered Life Underwriter) designation, a CHS(Certified Health Specialist) designation as well as the EPC(Elder Planning Counsellor) designation.

Our financial advisors | Roger Bruce | National Bank Financial - Wealth Management
Photo of David Luo, Premium Banker

David Luo

Premium Banker

National Bank of Canada
 

David has been working in the financial industry for more than 5 years. He is passionate about helping NBF clients make  sound  financial  decisions for their future by onboarding them with NBF Privilege Banking Package.  David is looking  forward to supporting clients by continuing to be providing advice on banking  solutions, mortgage solutions and other banking services. He is keen to service clients with his knowledge, experience and heart.

David’s expertise is:

  • Research, analyze, understand client’s financial situation and provide lending services
  • Implement customized mortgage plans based on NBC mortgage products and client’s need
  • Evaluate different loan products for clients such as Personal Flexi Line, standard mortgage, and Home secured line of credit
  • Offer exceptional service to NBF premium clients by onboarding them with NBF privilege banking package
  • Develop CMHC/Sagen insured mortgage plan for 1st home buyers
  • Review mortgage applications to assess risk and details to get the best terms and interest rates for clients.
  • Ensure compliance with industry standards and rules, as well as provincial/federal legislation

Contact us

Get contact information for our team members and find out where our offices are.