Doug joins NBF with over 20 years’ experience in the investment
industry. He holds a Bachelor of Arts in Economics from the University
of Western Ontario. Doug’s investment and business experience give him
the expertise to help his clients reach their long-term goals with
minimal risk. Doug provides his clients with unparalleled service and
advice to help them meet their ongoing financial needs.
Outside
of work, Doug enjoys both watching and playing hockey and golf. He
enjoys nice meals with his family; his wife Lauren of over 30 years,
and their two children, David and Sara.
We work together to achieve your goals
Our team of highly qualified investment professionals is here to support you in managing 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
Senior Wealth Advisor
English
Wealth Advisor
English
Jason brings over 10 years of experience in the financial services industry. He has a bachelor of Science Degree in Business Administration and a concentration in Finance from the College at Brockport, State University of New York. Prior to joining the investment industry, Jason played semi-pro hockey in the US and England. Jason believes in a disciplined approach to investing, built around the long term goals of his clients. Jason has his CIM, Options and Insurance license.
Outside of work Jason is involved in the fitness community and enjoys golfing.
Luigi Calabrese CIM
Wealth Associate
English
Lou brings with him over 15 years of investment industry
experience. Having previously worked at another major financial
institution in Downtown Toronto as a Wealth Associate and more
recently at a major bank as a Client Relationship Associate in the
Private Wealth area. Lou provides a high level of service by striving
to deliver a legendary client experience through his ability to
connect with clients in identifying their financial goals and unique
circumstances.
Lou is a CIRO licensed Registered Representative.
He has obtained his Chartered Investment Manager designation and is
also licensed to trade options.
Our Partners
Christine King, J.D., TEP
Senior Advisor, Estate Planning
National
Bank of Canada
As a Trust and Estate Planning Professional, Christine provides client centric comprehensive advice and estate plans for National Bank Financial clients. She provides guidance and strategic advice that addresses the personal wealth transfer goals and potential pitfalls of each unique client and/or family – all with the ultimate objective of creating peace of mind.
Christine’s legal experience includes private practice as well as a major financial institution. She has a particular strength in the world of Trusts. Christine completed her undergraduate studies at McGill University prior to obtaining her law degree from the University of Saskatchewan.
She is a member of the Law Society of Ontario, the Canadian Bar Association, Canadian Tax Foundation, and is a designated Trust and Estate Practitioner (TEP) as granted by the Society of Trust and Estate Practitioners.
Katherine Richards
Finance Solution Specialist
National
Bank of Canada
As a Financial Solutions Specialist, Katherine provides personalized banking services (bank accounts, lines of credit, mortgages and home equity lines of credit) with a focus on individually tailored solutions adapted specifically to the needs of her clientele. Her customer service-oriented approach helps clients establish the financial solutions that best assist to prioritize their financial goals, while centering on their future financial objectives.
Katherine has 15 years of banking experience, mainly with National Bank, in a variety of capacities such as operations, head office and the branch network.
Ashim Khanna, MBA, CFP
Senior Advisor, Estate Planning²
National
Bank of Canada
Ashim is a financial professional with extensive knowledge of financial and wealth planning. He has worked in the financial services industry for over 10 years providing affluent clients with comprehensive wealth planning solutions. Ashim is a Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA) Level II candidate, and a member of FP Canada & CFA Institute. He has obtained his Bachelor of Commerce and MBA Finance in India. Ashim is dedicated to his professional development through continuous education. Ashim has worked with a broad range of clients with diverse financial goals, including professionals, senior executives, business owners, retirees and families. Ashim provides wealth management solutions and financial strategies in the areas of retirement planning, taxation, cash management, education planning, insurance planning, estate and intergenerational wealth transfer planning. Ashim is devoted to providing high-quality advice to help his clients achieve their financial goals. Outside of working hours, Ashim likes travelling and exploring new destinations, keeping active with running and scuba diving, and spending time with his family and friends.
