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

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"Push yourself because no one else is going to do it for you!" – Anonymous

Some time ago, someone asked John, "How are you ever going to finish an Ironman triathlon?" Through hard work and dedication, John has completed 4 of them. Internal push both physically and mentally has no yardstick, only imagination. John has learned to set goals and establish the footprints to complete those efforts both professionally in business and personally in his athletic endeavours. John sees life as a journey that is filled with twists and turns, potholes, hills and valleys and fantastic experiences. This, John says, is the richness and success of life. Carrying a passion for family, John enjoys the time he spends with his wife and two daughters. John believes that there is a short window of opportunity to spend time with the people closest to you in life, so it is important to make the most of it and remember there is no rewind button.

John’s investment philosophy is rooted in peace of mind. His breadth of experience has allowed him to see others' successes and failures and he has learned from both. This measure of experience is part of the success equation.

Wealth Advisor & Portfolio Manager

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"Things do not change; we change." – Henry David Thoreau

Jason believes in the value of hard work, follow through, and self-improvement. He knows through his own experiences that his “best” gets better each and every day. When Jason talks of integrity he speaks from experience and the confidence of his decisions. History tells us things about a person and the history Jason has enjoyed through his growth in the investment community has created a trail of accolades both from his peers and his trusted relationships.

Jason at his roots is a family man who enjoys and supports extended family time. His commitment to this is at times selfless. These attributes are felt when you first meet Jason, as the meeting will not be about him but rather about you.

Jason has taken an active role in his continuing education and has completed all the course material for licensing as a Portfolio Manager. This heightened fiduciary responsibility is perfectly suited to someone with Jason’s character. He will not steer you wrong.

If you ever wanted a real friend you could rely on for years, Jason fits the bill.

Lauren Tsafatinos

Wealth Associate

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Lauren Tsafatinos is a Wealth Associate with the Wiman Wong Wealth Management Group, providing essential support in account management, client service, and administrative tasks. Always happy to help, her attention to detail and dedication to client satisfaction ensure smooth operations and efficient service, contributing to the team's success. Growing up, Lauren played competitive soccer, where she developed valuable skills such as teamwork, discipline, and resilience—qualities that have greatly contributed to her career success. In addition, Lauren is licensed with her Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) from the Canadian Securities Institute, further enhancing her expertise in the industry.

Our Partners

Our financial advisors | Wiman Wong Wealth Management Group | National Bank Financial - Wealth Management
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Bryan Ference, CLU, CHS, EPC

Insurance Advisor

National Bank Financial 

Bryan brings over 27 years of industry experience to his role as Business Development Manager, Insurance.

Bryan provides education and sales support to Wealth Advisors and their teams. He uses his expertise and experience to provide  individualized, intelligent solutions for their clients and prospects.

Bryan is a student of the business and is always striving to enhance his knowledge through profession development courses. He currently holds a CLU(Chartered Life Underwriter) designation, a CHS(Certified Health Specialist) designation as well as the EPC(Elder Planning Counsellor) designation.

Our financial advisors | Wiman Wong Wealth Management Group | National Bank Financial - Wealth Management
Photo of Christine King, Senior Advisor, Estate Planning, partner.

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.

Our financial advisors | Wiman Wong Wealth Management 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 | Wiman Wong Wealth Management Group | National Bank Financial - Wealth Management
Photo of Katherine RIchards, Finance Solution Specialist, partner.

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.

Our financial advisors | Wiman Wong Wealth Management Group | National Bank Financial - Wealth Management
Photo of Marta Lapena, Senior Private Banker, partner.

Marta Lapena

Senior Private Banker

Private Banking 1859
 

Research Partners

National Bank Financial

Equity Research

We provide research coverage on over 325 large, mid and small-cap Canadian companies across all major sectors. Our firm’s history makes us uniquely positioned to cover market leading Quebec based companies. In larger sectors like energy, materials, real estate and financials, our coverage is supported by multiple analysts, allowing for specialized areas of expertise.

Economics and Strategy

Our coverage extends beyond the economy to include interest rate forecasts, analysis of the fixed income and equity markets, all resulting in a portfolio strategy that encapsulates our outlook for different asset classes and geographies.

Argus Research

Argus Research is an independent US based research firm, and our business is producing, distributing and marketing high-quality investment and economic research.

Argus recommendations - BUY, HOLD and SELL - reflect the judgment of an analyst about a company’s prospects as an investment in terms of value, expected growth and risks.

Argus Research does not bring companies public, advise companies on mergers and acquisitions, broker trades, make markets in stocks or manage money. Their independence allows us to make critical judgments about companies that we might not be so free to make were we competing for a firm’s underwriting business. Because they are not a broker/dealer, they don’t have “inventory” of a stock that they have to move with a tainted recommendation.

In recent years, numerous academic studies have concluded that investors benefit from independent research

Credit Suisse

Credit Suisse is a leading global provider of investment research. The breadth of coverages includes global macro economic insights do to granular reviews of companies and everything in between. Credit Suisse's story stretches back to July 5, 1856, when the prominent politician, business leader, and pioneer Alfred Escher founded "Schweizerische Kreditanstalt."

Capital Economics

Capital Economics is an independent economic research consultancy based in London. The company produces written pieces of economic research as well as offering consultancy services, seminars, conferences and commissioned research projects.

Financial Research Backbone

EIKON

EIKON provide local coverage and global reach, in 16 languages. With Eikon, we gain exclusive access to Reuters news for the financial markets – with specialist sources we understand – in addition to thousands of other relevant sources. EIKON allows us to tap into our timely, comprehensive, multi-format coverage and analysis to make more informed decisions every day. EIKON delivers information from 2,500 journalists that results in 4 million stories annually across all asset classes.

  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.