Senior Consultant Trust and Advisory Services
National Bank Trust
Carla has been providing comprehensive financial planning services to executives, professionals, entrepreneurs, retirees and families for over 20 years. As a financial planner, she has worked exclusively as a fee-only financial planner. This experience has provided her exposure to diverse planning areas, including retirement planning, tax planning, cash management and estate planning. Carla particularly enjoys the challenge of capturing the many details to be considered when making difficult financial planning decisions, and then making those decisions easy for clients to understand.
Carla is a Certified Financial Planner (CFP) She is a member of the Canadian Institute of Financial Planners and the Estate Planning Council of Vancouver. She received the prestigious Fellow of FPSC distinction in 2013.
Saideh Ghamsari, Lawyer
Estate Planner and Senior Trust Officer
National Bank Trust
Saideh holds a Bachelor of Law from the University of Victoria and a Bachelor of Arts with a major in Political Science from the University of British Columbia. Saideh proves detailed advice to assist clients on the preparation of Wills, Powers of Attorney and Healthcare Directives, facilitating estate administration and wealth succession planning. She is a member of the Law Society of British Columbia and Canadian Bar Association branch of BC. Prior to joining National Bank, Saideh worked at several law firms where she focused on wills, estates, trusts, immigration and family. She is an active member of the Canadian Bar Association, BC branch of Women Lawyers Forum.
Dave Pettenuzzo, B.Comm, CFP, CLU, CHFC, RHU
Financial Planner and Insurance Specialist
Dave is an Estate and Insurance Planning Specialist with National Bank Insurance Firm. He is a Chartered Life Underwriter, Certified Financial Planner, Chartered Financial Consultant and a Resgistered Health Underwriter. Dave has extensive experience in personal and corporate financial planning, as well as advanced tax and estate planning.
Dave has successfully been assisting NBF Investment Advisors and their clients with their Insurance and Estate Planning needs since the Spring of 2008. His approach is to provide clear and prudent solutions which benefit the client and help solidify their overall financial plan.