Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of finance and customer service professionals are here to help you manage your wealth. We 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

Wealth Advisor & Portfolio Manager

Speech bubble picto

English

Markus B. Stranz, CFP, CIM, CIWM, FMA, TEP, FCSI

Markus is a wealth advisor with National Bank Financial and brings over 20 years of experience as an authority on finance and investments, through his range of work experience and in-depth market knowledge. He manages money for individuals and corporate investors that value long-term growth, income generation, with an emphasis on capital preservation. Markus provides customized financial solutions and places a premium on exceptional client service. Prior to becoming an advisor with NBF, Markus was a financial planner at Corporate Planning Associates in Toronto, providing comprehensive financial and estate planning for corporate executives and professional athletes.

Read more...

Christian Schleimer

Associate

Speech bubble picto

English

Christian is a new member to Stranz Wealth Management Group as an associate with a passion for client success and a commitment to delivering exceptional client service. A 2024 graduate from the University of Waterloo with a Bachelor’s degree in Economics, Christian is currently working towards completing the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH). With a long-term goal of becoming a licensed Portfolio Manager and Wealth Advisor, Christian aims to become an expert in the finance industry in order to efficiently serve client needs and goals.

Outside of work, when Christian’s not spending time with friends and family, he can often be found on the golf course or staying active in the gym.

Our Partners

Our financial advisors | Stranz Wealth Management Group | National Bank Financial - Wealth Management
Photo of Marie-Claude Blanchet, Senior Financial Planning Consultant, partner.

Marie-Claude Blanchet, CFP, R.F.P., CIM, FCSI.

Senior Financial Planning Consultant

National Bank of Canada
 

Marie-Claude has been a financial planner for over 25 years, providing comprehensive financial planning advice to a wide range of clients, including business owners, senior executives, physicians and retirees. She provides wealth management solutions and financial strategies in the areas of retirement planning, tax planning, cash management, estate and gift planning, and insurance planning.  As a planner, Marie-Claude has worked in a variety of financial institutions: niche-market financial institutions (educators and physicians), bank-owned wealth management divisions and a small financial planning firm dealing with high-net-worth clients. Marie-Claude obtained her Bachelor of Commerce (Hons) from the University of Ottawa and holds the Certified Financial Planner (CFP), Registered Financial Planner (RFP), Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations.

Our financial advisors | Stranz Wealth Management Group | National Bank Financial - Wealth Management
Photo of David Rowe, Insurance & Estate Specialist

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.

  1. Financial Planners are authorized to act in the field of Financial Planning. They exercise their duties for National Bank Financial Inc., a financial planning firm.

  2. We work closely with the Taxation, Retirement and Estate Planning Team from National Bank Trust, made up of multidisciplinary experts who provide knowledge and advice that complement our service offering. These experts assist us in providing the best solutions for your personal finances related to taxation, retirement and estate planning.

  3. Insurance products and services are provided by National Bank Insurance Firm (NBIF) or by NBF Financial Services (NBFFS), as applicable. NBIF and NBFFS are not members of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

Contact us

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