Who We Are

Inspiring Confidence in Uncertain Times

We work together to achieve your goals

Our team of highly qualified investment professionals are here to support you in managing your wealth.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Wealth Advisory and Portfolio Management

Senior Wealth Advisor & Portfolio Manager

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English

As the senior advisor of the Riedl Group, John oversees a team of five dedicated investment professionals who manage over $300 million in investable assets. John joins National Bank Financial with over 25 years experience in the investment industry. Prior to joining National Bank Financial in 2020, John worked as a Wealth Advisor and Portfolio Manager with a major bank owned investment firm. John started his career as an analyst and sales associate at one of Canada’s most respected institutional brokerage firms. John holds both the Chartered Financial Analyst designation from the CFA Institute and the Canadian Investment Manager designation from the Canadian Securities Institute. 

John and his wife, Victoria live in the Danforth area of Toronto and are the proud parents of fifteen-year-old Sophie, an avid dancer, sailor and alpine ski racer.  

Wealth Advisor & Portfolio Manager

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Leigh has been providing proactive financial solutions and advice to professionals, business owners and families since 1996. Her clients are of various ages, occupations, and backgrounds, but all share a degree of complexity to their financial picture that benefits from comprehensive planning to optimize wealth. In today`s busy world, people are constantly bombarded with information and ideas. By cutting through the noise, Leigh is able to guide her clients to make proactive financial decisions that will ultimately simplify their financial lives and create value.

As part of The Riedl Group, Leigh’s focus is on developing customized wealth management solutions. Leigh holds several advanced certifications and is a member of the Canadian Securities Institute. She has her Portfolio Manager designation, CIM designation and is a licensed insurance advisor.

Leigh is an active member of the beach community where she lives with her husband and two children. She enjoys maintaining regular, consistent contact with clients in the pursuit of developing positive long-term relationships based on trust.

Wealth Advisor & Portfolio Manager

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William joins National Bank Financial after more than 15 years in the financial services industry.  Before joining The Riedl Group in 2013, William was a financial planner with a bank owned firm where he spent five years creating and implementing comprehensive retirement and investment plans for the bank’s high net worth clients. Holding multiple designations from the Canadian Securities Institute and graduating from George Brown with a degree in Financial Planning, William is a Chartered Wealth Professional, holding the CSI’s top designation as Certified International Wealth Manager. His expertise in advanced investment and retirement strategies allow him to offer sound advice to our clients. 

Associates & Administration

Sylvia Cai

Wealth Associate

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English, Cantonese

Prior to joining National Bank Financial, Sylvia worked in the financial industry since 2016 in both independent and bank owned brokerages. She graduated with a Bachelor of Arts from the University of Toronto and has completed both her Canadian Securities Course and Wealth Management Essentials courses.

She takes special interest in bridging financial planning with investment portfolio management.

Marc Smorenburg

Associate

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English

Marc is a dedicated finance professional with a strong academic foundation and a passion for wealth management. Graduating with a degree in Finance from the University of Western Ontario, he has developed a keen insights related to financial markets, investment strategies, and portfolio management. Marc has completed the Canadian Securities Course and currently enhancing his knowledge by pursuing the CFA designation. During his time at Western Marc was a member of the Varsity Lacrosse Team and he is also an avid Toronto Maple Leafs fan.

Ellis Reid

Telemarketing Agent

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Leveraging his skills and past experiences in client relationship management, finance, and creative thinking, Ellis is passionate about the wealth management industry and is focused on building enduring client relationships. 

He is a business student at Dalhousie University majoring in Finance. He has taken the initiative to expand his industry knowledge by currently pursuing the Canadian Securities Course.

Our Partners 

Our financial advisors | The Riedl Group | National Bank Financial - Wealth Management
Photo of Ashim Khanna, Senior Advisor, Financial Planning, partner.

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.

Our financial advisors | The Riedl Group | National Bank Financial - Wealth Management
Photo of Olivia Mazomenos, Financing Solutions Specialist

Olivia Mazomenos

Financing Solutions Specialist

National Bank of Canada
 

Olivia is a trusted Financing Specialist with extensive expertise in lending and banking solutions. She tailors personalized strategies to meet the distinct financial needs and portfolios of each client. Her offerings include a full suite of lending and banking solutions catered to wealth management clientele. Olivia prioritizes providing trusted advice, guiding and educating clients throughout the process, and ensuring ongoing support and servicing for existing clients.

Notes-legales-en

  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.