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A trustworthy network of professionals to guide you through every life chapter.

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Expertise, connected

Integrated wealth services

Through our partnership with National Bank, we are able to extend a comprehensive range of value-added services, including private banking, tax planning, estate planning, and beyond.

  • Aidan McKay, CPA, CA

    Aidan McKay

    CPA, CA

    Chief Advisor, Tax Planning, National Bank Financial

    I chose to pursue a career as a tax practitioner as the discipline is well-suited to my analytical skills, and I find it incredibly rewarding to develop relationships with clients facing unique challenges in varied fields. I love that my work affords me an opportunity to deliver real value and present solutions that best serve clients’ needs.

    Since I began working in the field of tax, I have been focused on serving private companies (and their shareholders) with planning and transaction assistance.

    I earned my CPA, CA designation in 2019, having previously placed on the CFE National Honour Roll and completed both a Master of Accounting and an Honours Bachelor of Mathematics and Chartered Professional Accountancy at the University of Waterloo. I have also completed the In-Depth Tax Course offered by CPA Canada.

  • Sanja Sajic-Vujicic

    Sanja Sajic-Vujicic

    MBA, CFP

    Private Banker, Private Banking 1859

  • Hykaway Connie photo

    Connie Hykaway

    LL.B, TEP

    Senior Advisor, Estate Planning, National Bank Financial

  • Dawn McElligott

    Dawn McElligott

    Associate Account Manager, Trust Services, National Bank of Canada

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