Calgary wealth management team Tozser Wealth Management has joined Montreal-based National Bank Financial Ltd. (NBF), the investment dealer announced Thursday.
Led by Jennifer Tozser, senior vice president and portfolio manager, the team worked previously at CIBC Wood Gundy. It will be based out of NBF’s downtown Calgary office.
Tozser brings over 20 of years of experience to NBF. She holds both the CFA and CFP designations and is a graduate of the University of Western Ontario.
“We’re putting a lot of resources and effort into Western Canada because that’s where we want to grow,” Martin Lavigne, president of NBF’s wealth management division, says in a statement. “That’s where we believe the opportunity is.”