Shawn O'Brien is a graduate of Acadia University and has been with NBFWM since 2018. He now works with the regional management team that oversees the Prairies and Atlantic Canada, and sees his role as an extension of the wealth advisor teams. His goal is to help them embrace and capitalize on their ever-changing marketplace.
Our Atlantic team
Learn more about our regional managers and join our team
Join NBFWM in Atlantic (New Brunswick, Nova Scotia and Prince Edward Island)
With branches in Halifax, Moncton, Saint John and Fredricton, join our team in the Atlantic and reach your full potential.
Our regional manager
By the numbers
Number of wealth advisors:
21
Assets under management:
$2.4 billion dollars
Number of branches
5
Branch locations:
Halifax Main Branch Purdy's Wharf, Halifax Spring Garden, Moncton, and Saint John, Fredericton
Our national leaders
Simon Lemay
Senior Vice President, National Manager Quebec and Atlantic
Simon Lemay joined NBF in 2002 and is a Senior Vice President and National Manager, since 2018. He diligently works to refine NBFWM's vision and strategic plan while leading a strong sales culture and being the conduct of head office initiatives with our network of branches and employees. Simon's dedication enables him to cultivate strong partnerships with advisors and their teams, providing them with the best tools to effectively serve our clients.
Tim Koscar
Vice President, National Business Development, British Columbia, Alberta, Saskatchewan, Manitoba and Atlantic Canada
Since joining NBFWM in 2018, Tim has co-managed Alberta and the Okanagan, recruiting high-performing advisory teams, and since 2020, has attracted advisors across Canada. He helps advisors explore new possibilities to accelerate their practice goals and is fully invested in their transition to ensure success. Holding a Bachelor of Arts from Simon Fraser University and additional business credentials, including the Chartered Investment Manager, Tim values family time with his wife and two daughters, traveling, scuba diving, underwater photography, and tinkering with classic cars, while appreciating NBFWM’s unique culture and camaraderie.
Why NBFWM is the best of both worlds
They made the move
2 min. 07 sec. Transcript
Testimonial – John Riedl, Senior Wealth Advisor & Portfolio Manger, The Riedl Group and Amy Dietz-Graham, Senior Wealth Advisor & Portfolio Manager,The Durkin Dietz Group
Not a wealth advisor?
We’re looking for professionals of all backgrounds to help us build the bank of tomorrow.
Life as a female wealth advisor at NBFWM
Enjoy a supportive environment, flexible work model, attend exclusive events and much more when you join the NBFWM team.
Putting our advisors first
We take pride in fostering an inclusive work environment that allows our wealth advisors to reach their professional and personal goals.
Mentorship program
Help guide the next generation of women in finance with our mentorship program designed to provide hands-on experience with valuable workshops, webinars and networking opportunities.
About NBFWM
Because of our best-of-both-worlds offer, our wealth advisors, on average, have a 20+ year tenure with NBFWM. And that number is growing.
About NBC
National Bank of Canada is a bank with a human touch that forms,
along with its subsidiaries, one of Canada’s largest financial groups.
With more than 31,000 employees, we stand out for our boldness,
entrepreneurial culture, passion, and commitment to diversity.
Little details that matter
Fast forward we've been here almost two years and that's really the cherry on top of the whole experience is the culture. The entrepreneurial spirit is alive and well at National Bank, and it's woven through everything with client mindset first, which is such a fit for our practice. I mean. It feels more like a collegial investment boutique than it does a large bank owned firm, right? That's true. The way that we can structure and streamline our day, everything from clients can do online booking for meetings. We've started a podcast. So another way to communicate with clients, just looking at the efficiencies and some of the compliance work that we have to do. It's been a massive time saver which has been so great for our business because the two things I love most about the business is talking to my clients and managing money. And I'm happy to say I spend most of my day doing those things now because of the efficiencies we've found within the business, which has led to growth in our business. Through that, we're growing at a much faster rate as well. We're receiving a lot more referrals than we used to and really that is the best compliment any client can pay to you and it feels fantastic. I am more excited than ever before about what the future holds with National Bank partnering with us. It's been a fantastic move and I would say definitely take a look. At National Bank. You know, you've got an entrepreneurial, collegial firm that really has the size and security that makes your clients feel safe. True. And as well, you know, I would say, you know, the main reason to do it is that you want to switch a firm's because you're trying to be happier, more engaged in the business. And I know that's true because my wife, my family tell me that I'm much happier. My husband says that to.