Our Team

Eric Muir
eric [dot] muir [at] nbf [dot] ca

Eric Muir B.Comm (Hons Fin.), CIM, VP

Eric Muir is founder of the Muir Investment Team at National Bank Financial. Eric has been in the financial services industry for over 25 years and is a Canadian Investment Manager as well as one of NBFs top 10 investment advisors in Canada.

Eric's long list of accomplishments includes:

  • 2010 Finalist for the Burnaby Business Man of the Year Award

Media Highlights:

  • Columnist: Burnaby Now
  • Columnist: Burnaby Newsleader

Educational Background:

  • Bachelor of Commerce (Honors Finance)
  • Canadian Investment Manager (CIM)

Charitable Activities:

  • Mount Kilimanjaro Climb for the BC Alzheimers Society
  • Mount Rainier Climb for Breast Cancer Research
  • Charitable Bike ride for BC Lung Association
  • Charitable Bike ride for Free the Children
  • Member of Willingdon Church and passionate about my faith.

Tracey McDonald DMS, Investment Associate

 

Tracey MacDonald
tracey [dot] mcdonald [at] nbf [dot] ca

 

Tracey has worked as an investment associate since 2003.  She is licenced with IIROC as an Investment Advisor with options.  She is a Fellow of the Canadian Securities Institute.

As an analyst with the Muir Investment Team Tracey researches and helps manage investment portfolios for our clients.  Although we strongly believe that using professionally-managed investment funds is the best approach to preserve and grow your investments over time, some clients have the need for individual stocks. If any client desires to invest in a stock, whether recommended by the team or on their own, Tracey is happy to do the research and analysis for you.  Tracey has been in the securities business since 1989 and has a wealth of experience.

 

 

Sherri McDermott
sherri [dot] mcdermott [at] nbf [dot] ca

 

Sherri McDermott

Sherri is responsible to ensure that all of our client’s needs are properly serviced. She communicates with clients on a daily basis to answer any questions that they have related to their financial needs and schedules appointments to meet with Eric or Tracey to review their investments. She is also responsible for coordinating our special events and seminars.

Sherri has been employed with National Bank Financial since 2001. She is fully licensed, having completed the Canadian Securities Course and the Professional Financial Planning Course and has her Life and Disability Insurance license.

Tatiana Sokolova

 

Tatiana Sokolova
tatiana [dot] sokolova [at] nbf [dot] ca

 

If you are, or have been, in business you will know that there is often a key administrative person in the organization. Tatiana is that person on our team.

She does all the purchases and redemption of investments from stocks, bonds, investment funds and whatever other product our clients own. Additionally, she opens accounts, handles cheque requests and a host of other responsibilities. She is the person to talk with when you have a question regarding your statements or need some funds.

Tatiana has been employed with National Bank Financial since 2005. She is fully licensed and has a Masters of Arts, Diploma in Accounting from UBC and also holds the Financial Management Advisor Designation. Additionally, she is completing her CFP.

    

julia [dot] porter [at] nbf [dot] ca
  

 
 

Julia Porter

Julia is responsible for assisting Tatiana with the administration of our client's investments and insurances.

She helps in the preparation for client meetings as well as being the first person at the front desk to welcome clients and others into our office.                                                                            

 

Hillary Frew
     rebecca [dot] lee [at] nbf [dot] ca
 

Rebecca Lee

Rebecca is responsible for assisting Tatiana with the administration of our client's investments. She is currently enrolled in the Canadian Securities Course to become a fully licensed assistant.

 

 

   

                        

 

 

 

Copyright © 2010 Muir Investment Team, All Rights Reserved - Powered by Baker Design

Disclaimer: Other provinces serviced are Alberta, Manitoba and Ontario. Information on the website is for residents of BC, Alberta, Manitoba and Ontario. National Bank Financial is an indirect wholly-owned subsidiary of the National Bank of Canada. National Bank of Canada is a public company listed on the Toronto Stock Exchange (NA:TSX). This information was prepared by Eric Muir, an Investment Advisor with National Bank Financial. The particulars contained herein were obtained from sources that we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed are based on our analysis and interpretation of these particulars and are not to be construed as a solicitation or offer to buy or sell any securities mentioned herein. National Bank Financial may act as financial advisor, fiscal agent or underwriter for certain of any companies mentioned herein and may receive remuneration for its services. National Bank Financial and/or its officers, directors, representatives, and associates may have a position in securities mentioned herein and may make purchases and/or sales of these securities from time to time in the open market or otherwise. The opinions expressed herein do not necessarily reflect those of National Bank Financial. Several of the securities mentioned in this article are not followed by National Bank Financials Research department. Unit/share value and investment return will fluctuate.The indicated rates of return is the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Securities mentioned in this article are not necessarily suitable to all types of investors. Please consult your investment advisor. Investment advice given only applies to residents of the provinces of BC, Alberta, Manitoba, and Ontario.