Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage 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

Wealth Advisor & Portfolio Manager

Speech bubble picto

English

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 Sutherland

Senior Wealth Associate

Speech bubble picto

English

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.

Our partners

Our financial advisors | The Sutherland Wealth Management Group | National Bank Financial - Wealth Management
Photo of Cory Papineau, Senior Advisor, Financial Planning & Advisory Services, collaborator

Cory Papineau, BA, CFP

Senior Advisor, Financial Planning & Advisory Services1

National Bank Financial - Wealth Management
 

Cory has worked in the financial services industry for over 20 years, providing clients with accurate, timely and comprehensive financial planning solutions. He holds a Bachelor of Arts degree from the University of Manitoba and has obtained the Certified Financial Planner (CFP) designation.

Cory has worked with a wide range of clients, including business owners, professionals, retirees and families. He provides wealth management solutions and financial strategies in the areas of retirement planning, tax planning, cash management, estate and insurance planning. Cory has continually developed his skills and knowledge through education, mentorship and hands-on experience.

Cory’s motto is Plan Well. Live Better. He is an advocate for financial planning as a foundation for helping clients live the life they want to live.

Our financial advisors | The Sutherland Wealth Management Group | National Bank Financial - Wealth Management
Photo of Geneviève Gosselin-Tardif, Senior Advisor, Estate Planning, collaborator.

Geneviève Gosselin-Tardif, Civil LL.B., J.D.

Senior Advisor, Estate Planning2

National Bank Financial - Wealth Management
 

Genevieve has more than 12 years of experience as a lawyer. She holds a Civil Law degree (LL.B.) (2008) and Common law and transnational diploma (J.D.) (2010). She is a member of the Law Society of Ontario and Barreau du Québec.

Prior to joining National Bank as a Senior Advisor, Estate Planning, Genevieve was in private practice primarily in the area of Wills and Estates Law and Family Law. Her clientele included professionals, entrepreneurs, young families and blended families.

Genevieve is passionate about estate planning and aims to offer clients professional and valuable services. She is fully bilingual (French and English)

On a personal note, Genevieve has a thriving young family that takes up her personal time.

Our financial advisors | The Sutherland Wealth Management Group | National Bank Financial - Wealth Management
Photo of Tricia Carver, Insurance Advisor

Tricia Carver, CPA, CFP, TEP

Insurance Advisor3

National Bank Insurance Firm
 

Trish has been providing tax and estate services to high net worth clients for over 25 years, combining her knowledge and experience to help affluent families achieve their financial goals.

She began her career working in the audit and tax group of a major accounting firm and from there, spent 18 years in the tax and estate planning division of a life insurance company. Most recently, Trish worked with a large financial institution as a Wealth Strategist, focusing on delivery of planning advice for high net worth clients with complex planning needs.

A graduate of the University of Manitoba (B.Comm.Hons.), Trish also holds her Chartered Accountant designation, is a Certified Financial Planner and has obtained the Trust and Estate Practitioner designation. She is currently serving as Public Relations Officer for the Society of Trust and Estate Practitioners (STEP), Winnipeg chapter.

In her role as Insurance Advisor, Trish supports the team clients to help address their insurance needs, working closely with our Financial and Estate Planning partners.

Our financial advisors | The Sutherland Wealth Management Group | National Bank Financial - Wealth Management
Photo of Alexandra McInroy, Premium Banker

Alexandra McInroy

Premium Banker

National Bank of Canada
 

Alexandra has over 25 years of industry experience and brings a wide array of knowledge and expertise to her role as a Premium Banker with National Bank.

Being a native of Halifax and having lived and worked in Ontario, she has a caring and detailed approach in how she interacts, advises and works specifically with National Bank Financial Wealth Advisors and their clients.

As a Premium Banker, Alexandra provides a full suite of Banking and Lending solutions tailor-made for NBFWM clients and their specific needs and goals. She is relationship-focused and delivers a superior experience with her expert-knowledge, professionalism, and dedication to clients.

She enjoys spending time with family and friends, hiking, walking and enjoying nature.

  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.