Location: Edmonton, Alberta
Email: Navneet.Phul@nbc.ca
Office Phone: 780.341.7395
“I strongly believe you can make anything happen. Certain things may take longer than others, but there’s always a way.”
Eighteen years ago, I moved to Canada and began my career in banking in a client support role. At first, I wasn’t sure it was the right path, but the balance of client interaction and behind-the-scenes problem solving kept me going. Over time, it became clear why: I genuinely enjoy helping people manage life’s complexities, whether through lending, investing or guiding them through pivotal financial decisions.
I’ve since progressed through a variety of roles, spending a decade in lending and investing, and then six years focusing on portfolio management. What I’ve learned along the way is simple but profound: clients aren’t so different from me. They’re navigating life, doing their best, and sometimes they just need a listening ear and steady hand to keep them moving forward. That’s the role I love to play.
Day-to-day, I work closely with our advisors to deliver an elevated client experience. Whether I’m helping facilitate meetings, managing the details behind the scenes, or keeping clients informed every step of the way, my approach is always the same – get it done no matter what it takes! I explore the right resources, find the best solution, and make sure each client feels heard and supported.
For me, the smallest things often leave the biggest impact. I once sat with a client through a panic attack – while I was pregnant – until she felt calm again. She later returned with a handmade baby blanket. That moment reminded me that personal touches, though simple, can mean the world.
Beyond the office
I’m a mom of two daughters and a firm believer that it truly takes a village to raise a family. Outside of finance, you’ll find me hiking, gathered around a bonfire with my husband and kids, or freezing at the rink while cheering on my daughters in figure skating.