Our Team

National Bank Financial

National Bank Financial is a leading Canadian Wealth Management firm, with history reaching back to 1859. National  Bank was founded to make financial health accessible for all Canadians, to be honest with their clients, and to have the premier advisors and assistants with the highest level of financial training. These values hold strong today, as National Bank was honoured with the 2014 Ipsos Reid Best Banking Award acknowledging their continued commitment to efficient, personal, and knowledgeable financial services. Paul and his team are proud to carry on the tradition of exceptional client relationships, and invite you to contact them with any queries regarding your financial health.

Paul Morgan
BA, PFP, CIM
Investment Advisor

Paul has over 20 years experience in the financial services industry. He has been at National Bank Financial since 2001 as an Investment Advisor. He is well connected to his community through sports, coaching and via a board of Director position with the Vernon Jubilee Hospital Foundation. Paul welcomes any questions on your investment portfolio, financial planning or anything to do with your financial health. Please feel comfortable to contact him by phone at 250.260.4591, or by email at Paul.Morgan@nbc.ca

 


Debbie Heale
Investment Assistant

Debbie has been in the financial services industry since 1980, and started with the Vernon branch of National Bank Financial in 2012 after 12 years with another large Canadian investment firm. Debbie is available to handle your administrative needs such as requesting money to the bank, RSP or TFSA contributions, questions on your statements, change of personal information, and any other financial needs you have. You can contact Debbie at Debbie.Heale@nbc.ca or by phone at 250.260.4588.