Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

First and foremost, your service expects provide timely, effective support for your general wealth management needs. They are the cheerful voices who answer your call and the familiar smiles excited to greet you when you walk into our office. Behind the scenes, they are responsible for the wide range of administrative tasks that ensure our operations run smoothly: preparing documentation, booking important review meetings, coordinating the support of our wealth planning specialists and your trusted advisors, helping you navigate our online platform, supporting your tax advisor during tax season with electronic tax slips, setting up or adjusting your registered account (e.g. TFSAs) deposits – and much more.

Our team of experts

Senior Wealth Advisor & Portfolio Manager

Ben has made it his life’s work to assist successful families managing increasing financial responsibilities by providing clear and straightforward advice to identify investments that align with their life goals. With 25 years of experience in the Financial Services Industry, Ben holds a Commerce Degree from the University of Victoria and has studied International Finance at a university in Thailand. As a Fellow of the Canadian Securities Institute (FCSI) and a Chartered Investment Manager (CIM), he is committed to serving investors thoroughly.

Ben is highly goal-oriented and devoted to supporting people precisely when they need it most. When not assisting clients, he nurtures his adventurous spirit through mountain biking, paddle boarding, skiing, and working out with his family. An active volunteer, Ben supports the Friends of the South Slopes Society by helping maintain hiking and biking trails. He also spends much of his free time reading about market trends and enjoying a physically active lifestyle with friends and family.

His lifelong dedication to learning and sports has instilled in him the importance of commitment in perfecting his core skills. If you need help with investing or want a second opinion on your current investments, Ben would be delighted to have a conversation about your life goals and objectives.

Wealth Advisor & Portfolio Manager

Paul commenced his career at National Bank Financial in 2011, contributing over a decade of investment experience to the team. Clients benefit from his extensive knowledge in wealth management and meticulous approach to financial planning. Paul's passion lies in assisting clients to reach their individual objectives. He collaborates closely with them to craft customized plans that cater to their specific needs and goals. Paul holds the Canadian Investment Management designation and leverages our Discretionary management platform to actively manage investment portfolios. Residing in Kelowna, Paul lives with his wife Nikki, their two children, and two energetic labs. They spend most of their leisure time in the scenic mountains, enjoying fly fishing and skiing.

Lise Maurier, CIM

Senior Wealth Associate

Lise embarked on her journey in the financial services industry in 1992 and brings over three decades of expertise to our team. Apart from being fully securities licensed, Lise has completed the Professional Financial Planning Course and holds the Canadian Investment Management Designation. She is committed to continuous education and skill enhancement in the dynamic investment landscape.

Highly organized and self-driven, Lise excels at forging connections and building relationships. Her remarkable efficiency ensures outstanding service to clients.

As a licensed Senior Wealth Associate, Lise's primary responsibility is to uphold the profound respect and dedication we have towards our client relationships. She will assist with various administrative tasks and execute trading instructions. Serving also as our in-house tax and estate specialist, Lise collaborates with clients' tax advisors to provide relevant information promptly.

Residing in Kelowna with her dog, Lise cherishes outdoor activities. She regularly explores new hiking and biking trails in the picturesque valley. In her free time, she enjoys playing slo-pitch and learning to golf, barely leaving a moment of stillness.

Carol Kofer

Senior Wealth Associate

Carol embarked on her investment career in 1993 and has been a licensed Wealth Associate for over 25 years. Throughout her tenure, she has collaborated with numerous teams, offering support and guidance to many colleagues. As one of the pioneers who introduced NBF to the Okanagan and Kelowna region, Carol plays a crucial role as a licensed Senior Wealth Associate. She encourages clients to reach out to her anytime with administrative concerns and ensures that every client comprehends their investments thoroughly.

Residing in Kelowna, Carol and her family relish the great outdoors, partaking in gardening, fishing, and equestrian activities.

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