Jessica is a sought-after millennial money expert, Accredited Financial Counsellor Canada®, speaker, media personality, host of the popular More Money Podcast and founder of financial education company MoorMoney Media Inc. Often quoted as a money expert by major publications such as Toronto Star, The Globe and Mail, and Financial Post , Jessica is also a regular on-air TV personality who has been featured on CTV News, CBC News, and BNN Bloomberg.
Assistant Vice-President, Investment, in the financial field for more than 25 years and 15 years in investment and financial planning. Nathalie has a degree in Business Administration and is as well a Chartered Financial Planner.
A Leader known for her passion for the client and the importance of accompanying them in the realization of their dreams and their projects by integrating the 7 fields of financial planning, Nathalie is passionate when it comes to coaching her teams to offer unparalleled customer service. Nathalie is also recognized for building diverse teams and supporting women in the financial industry.
As a Best Practices Business Consultant at National Bank Financial Wealth Management Tania D'Iorio provides Practice Management advice to Advisor teams seeking greater performance. She supports Advisors and their teams in structuring and growing their business while enhancing the client experience.
She brings over 27 years of Financial Services industry experience with a demonstrated track record in sales and operational effectiveness, team leadership, client relationships, and consulting. Known as a trusted advisor to clients in developing business strategies to increase profitability, efficiency, and growth.
Recognized for a passion in having a positive impact on others and an unrelenting desire to inspire change while remaining focused on the tactical efforts required to ensure execution and success.
She is also responsible the National Bank Financial Young Women Student Mentorship Program which gives women university students hands-on experience and networking in the field of wealth management. Tania holds a Master’s degree in Business Administration from McGill University and a Bachelor’s degree in Economics and Business in the Co-op program from Concordia University.
Vanessa is a connector who is passionate about helping women and couples build their confidence in making financial decisions that give them choices. For more than 20 years—whether at National Bank or as founder of Womencents Inc.—she has been a trusted financial educator and advisor.
Today, she serves her clients as a Senior Private Wealth Advisor for National Bank Private Banking 1859. In this role she connects clients to services and products that help them grow their wealth in alignment with their values and expand their knowledge, so they can meet their financial goals. Interestingly, she spent the first half of her career at National Bank Financial in Investment Banking, becoming a Vice-President at just 27 and subsequently, a Director. She advised on mergers, acquisitions, initial public offerings and equity and debt financings.
When Vanessa had the first of her two daughters, she left the Bank and realized she missed having conversations about wealth and finances. This led to the birth of Womencents Inc. and an 8-year journey committed to strengthening the financial knowledge, confidence and wealth of Canadians, particularly women.
Now that she has rejoined National Bank, Vanessa has a broader platform to share her financial intelligence. She is an in-demand speaker, a volunteer committed to supporting women’s initiatives and a proud mom. Vanessa was raised on a farm in Saskatchewan, and has lived on an acreage outside of Calgary with her family for 20 years.