Meet our team

Jean Philippe joined National Bank Financial in January 2014. Having worked for 16 years at the National Bank, he has a unique expertise that is uncommon among wealth management advisors.
In addition to his ability to offer high-performance, customized investment solutions for his clients, Jean Philippe has significant expertise in the non-profit sector. He will be able to help his clients, whether individuals or businesses, to grow their assets in accordance with their investment policy.

Eric has partnered with entrepreneurs, families, institutions and foundations for over 20 years with a unique, transparent and results-oriented approach. He joined National Bank Financial (NBF) in 2002 as part of the institutional team and joined the Wealth Management group in 2016 to put his expertise in alternative investments and risk management to good use

He understands the issues specific to families (wealth protection, intergenerational planning) and NPOs (governance, investment policy, liquidity), and offers customized solutions aligned with each person's mission and objectives. Recognized for his integrity, team spirit and a balanced and prudent investment philosophy, he builds lasting relationships of trust. He holds an MBA (Finance and Strategy) from McGill University.

A 2012 graduate in international business from John Molson School of Business, Olivier has been working in the financial industry since 2015. It was at National Bank Financial that he rediscovered his passion for macroeconomic analysis and global politics.

An investment analyst since July 2021, Olivier obtained the CIMᴹᴰ designation in 2022, demonstrating his commitment to professional excellence. He distinguishes himself through his ability to decode global economic trends and translate them into concrete investment perspectives.

His approach combines analytical skills, rigour, and attention to detail to effectively support advisors and their clients in achieving their wealth management objectives. His strong interest in geopolitical issues allows him to offer a unique perspective, particularly valuable in a constantly evolving economic environment.

A finance graduate from John Molson School of Business, Francis has been working in the financial industry since 2016. It was during part of his studies in Germany that he discovered his passion for international markets and global politics.

Francis joined National Bank Financial in 2016, where he has developed recognized expertise in client service and operational management. He distinguishes himself through his remarkable efficiency and rigour in coordinating daily operations, including account openings and various client requests.

His approach combines exceptional client service, meticulous attention to detail, and an understanding of international dynamics. Francis ensures smooth and personalized support, allowing advisors to focus fully on strategy while providing clients with an outstanding service experience.