Meet our team

Vincent holds a Bachelor’s degree in Consumer Sciences as well as a Certificate in Financial Planning from Université Laval. He also holds the Financial Planner (F.Pl.) designation awarded by the IQPF.

With more than 25 years of experience at National Bank, including several years with National Bank Financial Wealth Management and Private Banking 1859, he has developed extensive expertise in wealth management and financial planning.

Recognized for his rigorous and personalized approach, Vincent helps clients achieve their financial goals by developing strategies tailored to their unique circumstances, enabling them to preserve, grow, and transfer their wealth with confidence.

Audrey Anne brings over 10 years of experience in the banking and investment industries. Recognized for her personable, proactive, and client-centered approach, she supports her clients with professionalism and care, helping them achieve their financial goals and build their wealth with confidence.

She holds a Bachelor of Business Administration from the Université de Sherbrooke, as well as a Certificate in Law from the Université de Montréal and a Certificate in Financial Planning. Since 2019, she has held the title of Financial Planner (F.Pl.), awarded by the IQPF.

Drawing on her strong expertise in financial planning and her ability to simplify complex financial concepts, Audrey Anne guides her clients through the important decisions that shape their financial journey, developing strategies tailored to their goals, needs, and aspirations.

Lyne has been a Senior Wealth Associate with National Bank Financial since 2011, playing a key role in the day-to-day support of clients and the team's operations.

Licensed in securities since 2015, she brings a diverse range of experience gained throughout her professional career, including her time at Raymond Chabot Grant Thornton within the Real Estate Valuation Department.

Known for her diligence, efficiency, and attention to detail, Lyne is committed to delivering a seamless and professional client experience while contributing to the high standard of service provided by the team.

Josiane joined the team after completing studies in secretarial administration and accounting. With more than ten years of experience in the education sector, she has developed strong customer service and interpersonal skills.

As a Wealth Associate, she completed the Canadian Securities Course (CSC®) in 2025, further strengthening her knowledge of the financial services industry.

Recognized for her energy, professionalism, and client-focused approach, Josiane is committed to delivering a warm, efficient, and personalized client experience while building lasting relationships founded on trust.