February 2022 - 9
November 2021 - 9.3
My name is Victor Dawydiak and I am a founding member of the White Rock/South Surrey Branch of National Bank Financial.
Now celebrating 25 years at National Bank Financial Wealth Management, I am entering my 34th year in the investment industry. I am in the service of a terrific group of people that are my clients, many of whom have been with me for most of those 34 years. I have a focus on portfolio management with a goal of providing clients with tax advantaged income throughout retirement years that keeps up with inflation. My learning in the business didn’t stop with a BComm. from UBC in Finance, the Chartered Investment Management (CIM) designation and options license - I consider myself a life-long student in the investment business. I invite you to glance at one of my quarterly basket reports that now boasts a 15year track record and illustrates my management style. I have also posted all client reviews for your reference. My immediate team consists of Kathleen Mills and Kiana Farokhi. Kathy oversees the administration of accounts, and I am grateful to be able to work with such an experienced administrator. Kiana has now been with us for two years after coming over from a competing firm. She is eager to learn and is taking her options course at present. Kiana takes care of the always evolving client documentation requirements. Both Kathy and Kiana have their securities license to facilitate trading.
I have lived in White Rock for the last 33 years with my wife Yvonne. I enjoy Gulf Island camping in our 72 VW Westfalia and grow the best tomatoes in my neighborhood.
As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.
We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind.
Our clients greatly appreciate our dedicated advice and support. You can always count on:
“I have been a client of Vic's for over 20 years. We met because we were peers, as I was a banker and I was looking for an advisor to help with my investments. I spoke to a few advisors and I felt the most comfortable with Vic and just liked him best. Over the years, I have transferred all my investments to him and he now takes care of 100% of my portfolio.
I wouldn't hesitate to refer Vic and in fact, I have referred him
to several clients. He is very knowledgeable. By far, I appreciate
that he doesn't “sell” me on his recommendations, he
"suggests", he doesn't push. I can count on him to make
well thought out suggestions.
He touches base regularly. Not
more than a couple months passes without us staying in contact. I
consider him not just my advisor, but my friend.”
-Rick C
The Net Promotor Score is a client satisfaction indicator, and a great way to measure the positive impact on client lives. The score is out of 10, with 10 being extremely satisfied.
We are proud to share the results of our client survey from May 2022.
Based on your experience over the last 12 months, what is your overall satisfaction with National Bank Financial?
How likely are you to recommend National Bank Financial to a family member, friend, or colleague if you were asked to recommend a wealth management firm?
How likely are you to recommend your National Bank investment Advisor or advisor team if a family member, friend, or colleague asks you to recommend an investment advisor?
Still based on your experience over the past 12 months, in general, how satisfied are you with your investment advisor(s) or advisor team?
The feeling that my advisor is working towards my long-term financial goals.
Support in my financial planning and management of my assets.
Help from my advisor in making difficult decisions?
The support of my advisor to help me understand the impact of the market and my life events on my overall goals?
The ability to provide me with meaningful advice tailored to my overall life situation
February 2022 - 9
November 2021 - 9.3
February 2022 - 9
November 2021 - 9.6
February 2022 - 9
November 2021 - 9.6
February 2022 - 8.6
November 2021 - 9.3
February 2022 - 8.6
November 2021 - 9.6
February 2022 - 8
November 2021 - 9.3
February 2022 - 8
November 2021 - 9.3
February 2022 - 8.6
November 2021 - 9.6
February 2022 - 8.3
November 2021 - 9