Ann Babic

Senior Wealth Advisor & Portfolio Manager @National Bank Financial

Edmonton, AB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2025 — Present

Senior Wealth Advisor & Portfolio Manager @National Bank Financial

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Edmonton, AB, CA

EDUCATION

2008 — 2011

University of Alberta

Bachelor of Commerce (B.Com.), with Distinction, Banking, Corporate, Finance, and Securities Law

2011 — 2011

Uppsala University

International Exchange, Business/Commerce, General

SKILLS

Microsoft OfficeEvent PlanningFinancial AnalysisInternational BusinessOrganizingFinanceWealth ManagementSocial MediaMicrosoft ExcelMarketing CommunicationsCustomer ServiceBusiness AnalysisPublic SpeakingTime ManagementLeadershipManagement

ABOUT ANN BABIC

With 10 years of experience in the wealth management industry, working exclusively at boutique portfolio management firms, I have developed a passion for a high-touch client experience and building strong personal relationships. My experience spans an array of roles including trading, research, operations and asset management. I received my Bachelor of Commerce degree from the University of Alberta with distinction and have been a registered portfolio manager since earning the Chartered Investment Manager (CIM) designation in 2015.

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Ann Babic — Senior Wealth Advisor & Portfolio Manager at National Bank Financial in Edmonton, AB, CA | Unifers