Meet our team

Since his arrival at National Bank one of his long time dreams was realized, he became a Portfolio Manager and was able to manage investments on a discretionary basis. Steve believes this is a win/win for his clients, it stream lines his ability to make changes and monitor clients' accounts, it aligns his and clients performance, and it also means more time communicating with clients about what he sees in the markets. The extra time also means more attention is given to the planning aspects of client's lives, something that in the long run is just as important as investment returns. Steve believes having a properly formulated plan mitigates short‑term volatility in the markets and ultimately leads to the piece of mind that everything is on track. He doesn't feel his job is done until every aspect of clients financial lives have been addressed whether its insurance, an estate plan, or something as simple as making sure they're sent a few extra dollars for an upcoming trip.

Steve graduated from Saint Mary's University with a Bachelor of Commerce Degree and soon after began his career in the investment industry. Three decades later and stints at Blue Chip firms along the way, his journey led him to National Bank Financial. Steve is the holder of Chartered Investment Manager designation and is life insurance licensed.

When Steve is not in the office, this true family man enjoys spending time with his wife Christine, two sons, and one grand‑daughter. Steve is an avid golfer and can often be found on the links of his home club Ashburn. A former goaltender his hockey days are few and far between, but he will still lace up the skates when the opportunity presents itself.

Terry’s main area of concentration is taking clients through the planning process, he believes that this is the best way to quantify and track life goals. The process raises awareness to what holes need to be plugged and he works with an expansive network of experts to fill these. He's taken it upon himself to ensure that every aspect of clients wealth management have been looked at, whether it's insurance, financial planning, banking, investing or estate planning all the boxes need to be ticked early and often. He believes that client experience and communication is the top priority, beyond phone calls and face to face meetings. Terry heads up our weekly communique, quarterly newsletters, and all aspects of social media.

Terry holds the Chartered Investment Manager designation and became a Portfolio Manager in January 2016. He believes this is the most efficient and effective way to manage clients portfolios. 

Terry joined the Sutherland Group after graduating from Saint Mary's University Bachelor of Commerce Program in 2010. 

He is a Level 2 candidate for the Charter Financial Analyst designation. He also holds a life insurance license.

When not at the office Terry enjoys spending time with his two greatest assets his wife Katia and daughter Penelope. During his studies he was team captain of the Men's Lacrosse Team, something that helped him see the value in a well balanced team. He also enjoys playing hockey, golf, and when the weather permits skiing.

Lisa’s primary focus is administration which facilitates positive, enduring client relationships. Responsive to prompt service, Lisa plays an important role in servicing our clients and their families.

Lisa has over 25 years of experience in the industry. She has also worked for other blue-chip firms, something that has helped to hone in on effective processes for working with clients. Lisa and Steve have over ten years' experience working together. She share's the vision that all clients need a customized plan and holds a high standard for servicing them.

In her spare time, Lisa is an avid runner can't put down a good book. She is the proud owner of a black Labrador Retriever named Allie and a yellow Labrador Retriever named Bones.