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 industry for 33 years 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 with Canada and the United States.
Laurel is responsible for providing executive administrative support to Wes as well as the administration of client services.
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 has completed the Certified Financial Planner (CFP) designation. Kimberly is in charge of the daily execution of trades, account opening and administration, client service and estate settlements.
Marie-Claude Blanchet, Hon. B Comm, CFP, R.F.P. FCSI
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.
Sara Bond, Hon. BA, LL.B.
Sara is a Senior Advisor who assists clients of National Bank Financial with the review of their estate plans and advises with the use of trust services. With her significant experience in providing estate planning assistance to affluent clients, she provides detailed information to help clients to clarify their wishes and understand the options they should consider when preparing their wills, powers of attorney and personal directives. As an Estate and Trust Professional, Sara has several years of experience working for financial institutions in Wealth Management and she is also licensed as a lawyer with the Law Society of Upper Canada.
Sara obtained her Double Honours Bachelor of Arts from York University in Ontario and obtained her law degree from the University of Sussex, in the United Kingdom. Sara is also currently admitted at Osgoode Hall Law School working part-time towards her Masters in Taxation Law.
Nicholas specializes in the administration of the trust and estates. He is a Swiss qualified lawyer with 15 years of experience working in a Trust Company setting and also in a Family Office setting. He holds the Trust and Estate Practitioner (TEP) and the Certified Executor Advisor (CEA) designations.
He is an experienced bilingual(English-French) Trust and Estate Practitioner, having the capacity of meeting the overall needs of individuals and families, including Ultra High Net worth individuals and families.
Nicholas is an active member of the Rotary Club and is very involved in the French speaking community.
David has been in the financial services industry for over 40 years. 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.
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.