Who We Are

A Team Focused Around Your Success

Our Team

Rana Lee

Wealth Advisor & Portfolio Manager

604-623-6791

rana.lee@nbc.ca

English

Rana is a Wealth Advisor, Portfolio Manager and Chartered Investment Manager, who actively manages discretionary portfolios developed through investment strategies, asset allocations and individual stock selections. Her experience in the portfolio management arena established by working as the right hand of one of Canada’s highly regarded veteran portfolio managers for nearly a decade. She combines experience of both old school and new school, bridging the gap between generations. Rana utilizes her extensive experience in financial services offering an engagement with clients that considers a holistic approach to total wealth management.

Rana is tenacious and competitive in nature but is guided with her nurturing and empathetic qualities. Her big picture outlook together with her analytical skills are fundamental to her money management process. Her keen sense of active listening she focuses in to understand her client’s needs and delivers wealth management strategies.

She is a mother of a teenage son who is active in school and the community with various sports teams. Their family includes their fur baby, an Australian Labradoodle. Rana has given back to her community where she coached basketball at the local high school for many years. She enjoys the outdoors and soaks in the beautiful west coast though biking, hiking and snowboarding.

Grace Ma

Wealth Associate

604-623-6794

grace.ma@nbc.ca

English

Grace’s role within the team is to continually raise the customer service bar and provide administrative support. She’s very involved in servicing and managing client relationships on a daily basis, from helping clients navigate their accounts on Online Access to assisting with making RSP contributions, she’s your first point of contact. In addition, she is in charge of organizing virtual events and other client engagements.

Grace has been in the financial industry for close to a decade. She started her career in the area of Wealth Management working with Rana at Scotia Wealth Management; after five years of collaborative work with the team, they relocated and moved firms to where they are now here at National Bank Financial. During this professional journey, she has improved her knowledge to be better equipped to serve clients by completing the Canadian Securities Course and the Wealth Management Essentials offered by Canadian Security Institute (CSI).

Grace enjoys reading and taking care of her indoor houseplants; she also enjoying traveling to different countries in her spare time.

Our Wealth Partners

We work closely with our team of multidisciplinary experts who provide knowledge and advice that complement out service offering.

Who We Are | National Bank Financial - Wealth Management

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.

Who We Are | National Bank Financial - Wealth Management

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.

Who We Are | National Bank Financial - Wealth Management

Derek Cheung

Premium Banker

National Bank of Canada

Derek provides banking and financing solutions to clients by keeping their goals and lifestyle top of mind. He works closely with clients’ integrated investment objectives and overall wealth management strategies. With over 13 years of banking experience, from working in Downtown Vancouver to Toronto’s Financial District, he has collaborated with clients of all backgrounds to provide them with sound advice and feasible financing strategies to help them achieve their ambitions. Having always approached his role from a relationship-focused standpoint he strives to deliver top-tier service with his expert-knowledge, professionalism, and dedication to clients.

When not at the office, Derek enjoys travelling around the world to admire the diverse cultural sites, natural wonders, and eat the local food. Having visited over 42 countries, he hopes to visit them all one day. Closer to home, he lives in the Lower Mainland with his dog and enjoys going for runs, hikes, and soaking in all the beauty that B.C. provides. A strong believer of giving-back he actively supports and donates to B.C. Children’s Hospital, Canadian Cancer Society, and Plan International Canada.

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.
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.
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.
Financing solutions are subject to credit approval by National bank.
For details and conditions of the offer, please contact your advisor.