Weston McComb has been an Investment Advisor for over 25 years. Wes is a Vice President and a Portfolio manager. He is also a Principal for the Private Wealth Group which means he has been trained to service the needs of High Net Worth Clients. Wes holds a number of designations such as Canadian Investment Manager (CIM), Professional Financial Planner (PFP), and is licensed for Options and has his Level 2 Insurance License. Wes has been a member of the prestigious President’s Club for top advisors for over 15 years. He was the proud Winner of the 2009 Social Commitment Award for the Toronto region. He has a B.A. and M.B.A.
Besides being an Investment Advisor, Wes also is a Canadian Investment Manager, Professional Financial Planner, Licensed for Options and has his Level 2 Insurance License. (Please see our legal disclaimer for details on our provincial licenses.) Wes has been a member of the prestigious President’s Club for top advisors for seven years. He has also been recognized by his peers as a two-time winner of the RRSP Growth Award (as well as a three-time nominee) and a runner-up for the Asset Growth Award in 2001. He has a BA and an MBA. Wes is married with four children.
Laurel Scott has been working in the financial services industry since 1984 and came to National Bank Financial through the acquisition of First Marathon Securities in 1999. Although much of the last 10 years have been working as a retail associate, for many years she worked within the Institutional sector navigating a Canadian Insurance company and all its subsidiaries and jurisdictions within Canada and the United States.
Laurel is responsible for providing executive administrative support to Wes as well as the administration of client services and trade execution.
Kimberly Wood has been working in the financial services industry since 2012 and brings to her role much care in helping clients. She has a Bachelor of Arts Honours degree from the University of Western Ontario and also completed a post-graduate certificate in Financial Planning from Sheridan College. Kimberly is a Certified Financial Planner (CFP). Kimberly is in charge of the daily execution of trades, account opening and administration, client service and estate settlements.
Marie has been a financial planner for over 20 years, providing comprehensive financial planning advice to a wide range of clients, including business owners, senior executives, physicians and retirees. Marie provides wealth management solutions and financial strategies in the areas of retirement planning, tax planning, cash management, estate and gift planning, and insurance planning. As a planner, Marie has worked in a variety of financial institutions: niche-market financial institutions (educators and physicians), bank-owned wealth management divisions and a small financial planning firm dealing with high net worth clients.
Marie obtained her Honours Bachelor of Commerce from the University of Ottawa and holds the Certified Financial Planner (CFP), Registered Financial Planner (RFP), Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations.
Carol Foley is Senior Advisor, Estate Planning, who guides National Bank Wealth Management Solutions Group clientele through their estate planning and use of trust services. She provides detailed information to help clients clarify their wishes and presents options they should consider when preparing their wills, powers of attorney and personal care directives.
With over 25 years of experience, Carol brings a unique combination of accounting, legal and life insurance expertise to assist clients. Previously, she has worked for accounting and law firms, a wealth management firm, a life insurance company and a large trust company
Carol received her Bachelor of Laws from Dalhousie University in Halifax and is licensed lawyer with the Law Society of Ontario. She is also a Chartered Professional Accountant (CPA) in Ontario.
Carol is a member of the Canadian Bar Association and the Canadian Tax Foundation. She has spoken at seminars and conferences on tax and estate planning issues for the for the Law Society of Ontario, the Conference for Advanced Life Underwriting, the Estate Planners’ Council of London and several financial institutions. She has led sessions for the CPA of Canada’s In-Depth Tax Course and taught tax at the University of Toronto and CPA Ontario’s summer school.
David has over 40 years of Banking and Insurance experience. Specializing in Advanced Estate Planning, Business Succession and Personal Lines of Insurance coverage has permitted him to assist a wide variety of individuals. He works primarily with Executives, Professionals and Business Owners, providing succession, conservation and other protection strategies.
David started his career with Scotiabank, holding senior positions both nationally and internationally before joining Confederation Life as an agent in 1981. He achieved the Top Rookie Award (Canada), Top Sales Manager (Canada) and Top Regional Manager (Canada) before leaving to set up his own Managing General Agency. His Agency, Wealth Insurance Group Inc., has been a Partner of National Bank Insurance Firm (and its predecessor) for the past 16 years.
Over the years, his methodical and detailed approach in uncovering exactly what the client wishes to happen to their estate, has led to many successful action plans and satisfied clients.
John Di Libero
John Di Libero is Senior Private Banker for Private Banking at National Bank of Canada, the Private Banking 1859 sector of National Bank of Canada. John is responsible for overseeing all the Private Banking activities across Ontario including the analysis, structuring and distribution of its banking products/services.
John joined National Bank of Canada in 1996 as Manager for the Wealth Management sector after spending three years at different Chartered Accountant firms. In 2001, John joined Private Banking as an Accounts Manager in Montreal overseeing a client AUM base of over $200 million. He accepted his current position in 2007 as Senior Private Banker for Private Banking in Toronto to implement the expansion of National Bank Private Banking outside Quebec. He provides leadership in the development of financial objectives and strategic planning for Private Banking outside Quebec. John has over 20 years’ experience in the banking sector including 15 years in the Private Banking sector.
John Di Libero is a member of the CFA society in Toronto and holds a MBA degree in finance from l’Université du Québec à Montréal (UQAM) as well as a B.Comm from Concordia University in Montreal.
John Di Libero also plays an active role in the non-profit community. He is the President of ACEECF (Canadian Association for young entrepreneurs).