With over 15 years of investment industry experience, Jason Jovellanos is an Investment Advisor and Portfolio Manager at National Bank Financial. One of Jason's core beliefs is to continue to build on his body of knowledge for the benefit of his clients.
Jason holds a Bachelor of Arts degree from the University of Toronto and has completed progressive levels of education in financial management, such as the Financial Management Advisor course along with the Technical Analysis and Life Underwriters exams.
Having achieved his Portfolio Manager Designation by completing the Canadian Investment Management Program, Jason knows that his commitment to continuing education helps him stay "ahead of the curve".
Jason is aware that his industry is constantly changing as are the needs of his clients. Only those professional advisors that are able to adapt will be capable of delivering the top-notch service and guidance clients should expect.
Jack is an investment associate and assists Jason with his day-to-day administration. He is fully licensed with the Canadian Securities Institute. Jack is a graduate of the University of Toronto and currently completing his CFA designation. He is a passionate member of the team who is always willing to help deliver timely customer service.
Susanne Greisbach joined National Bank as a Senior Advisor in the Trust and Advisory Services in 2016. Prior to joining National Bank, she spent a number of years at a mid-sized Ottawa law firm, specializing in estate law. Susanne has worked with high-net-worth clients and their trusted advisors in order to translate wishes and intentions into legal documents such as Wills, Power of Attorney, and Trusts. In the event of incapacity, she also provides guidance to ensure wishes are respected and any conflicts are resolved in a cost-effective and timely matter.Susanne brings this expertise to her role in assisting client of National Bank through their estate plan review and use of trust services.
Marie-Claude obtained her honours bachelor of commerce from the University of Ottawa and has been a financial planner for over 20 years. She provides wealth management solutions and financial strategies in the areas of retirement planning, tax planning, cash management, and insurance planning. As a planner, Marie-Claude has worked all over the industry to provide a broad insight of the finance world. She is a Certified Financial Planner (CFP), Registered Financial Planner (RSP), Canadian Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI).
William Wong joined National Bank as a Director Commercial Banking in 2012. Prior to joining National Bank, he spent over 13 years at Scotiabank and held many different positions from Retail to Commercial. William has worked with various sectors in Commercial with broad experience in working capital, Real estate and M&A financing.William brings this expertise to his role together with strong relationship management skills with proven ability to develop profitable long lasting customer relationships.
With more than 13 years of experience in the financial services industry at a major Canadian banking institution, Karen has a wealth of knowledge in the mortgage and credit areas. As a Financing Solution Specialist, Karen 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 distinguished clientele. Karen’s customer service oriented approach helps clients realize their goals through facilitating prioritization of their financial needs while centering on their future financial objectives.