Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Wealth Advisor
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English, French

As an Wealth Advisor since 1984, Daniel has a unique experience in wealth management. He joined the independent brokerage firm Lévesque Beaubien in 1989, which later became National Bank Financial. Over the years, he helped his clients make the best investment decisions without falling into the financial market traps. His advice goes far beyond asset management and considers the constant evolution of his client's needs.


With his in-depth knowledge of the securities market and business cycles, Daniel offers peace of mind through sound risk management within the portfolio composition.


Daniel holds a Bachelor of Science (Geomorphology) degree from the University of Montreal, which emphasizes his general vision necessary to fully understand the evolution of financial markets.

Wealth Advisor and Portfolio Manager
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English, French

Marie Michelle joined a team of professionals possessing over 35 years of expertise in wealth management at National Bank Financial. She has taken on an important role in actively managing her client’s wealth.

As a graduate of the Institut Québécois de Planification Financière (IQPF), she caters to each of her client’s needs by analyzing the complex aspects of their financial situation and developing a personalized action plan, which includes rigorous follow-up to see the plan through.

It is the quality of her consulting service, her attention to detail, and diligence, that has earned her National Bank's most prestigious distinction: the title of the Best Financial Planner at the Elite Club 2015.

Marie Michelle possesses more than 9 years of experience in the investment field. Her career began as a financial advisor at National Bank of Canada, which laid the foundation for the development of her expertise in investment management and financial planning.  She completed a bachelor’s degree in economics at the University of Quebec in Montreal and holds the course on securities trading. She also successfully passed all three levels of the CFA Program.


Chantal Guibault

Senior Wealth Associate
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English, French

Chantal has been part of our team since 1997 and is greatly appreciated by the clients. Her principal role is to provide high quality customer service and administrative support to the team. She will always be available to answer your questions and requests. Her skills and efficiency over the years have earned her the Elite Club award for Associates in 2013.

Caroline Beaudin

Senior Analyst in Wealth Management
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English, French

A customer service professional, Caroline is good at quickly putting you at ease and understanding your needs. She takes your complete satisfaction seriously. With more than 15 years of experience in the fields of insolvency and insurance, she has developed in-depth skills in the management of personal finances. She stands out for her great sense of organization, her professionalism, and her rigor. She is your reference for everything related to customer service and she is also your contact for all requests for appointments or communications with our experts.

Martin Carrières

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English, French

Martin Carrières is a passionate professional with a background in business administration and corporate management. His professional journey is characterized by his unwavering commitment to delivering an exceptional customer experience. With previous experiences in telecommunications business management, Martin has gained solid expertise in problem-solving and analysis. What sets him apart is his dedication to integrity, innovation, and collaboration. He firmly believes that these values are essential for building strong customer relationships. Martin always strives to exceed expectations and create customized solutions to meet the needs of everyone.

Our partners

Our financial advisors | Beaudin Group | National Bank Financial - Wealth Management
Photo of Lysane Tougas, Financial security advisor, partner.

Eric Harvey

Advisor, Financial Security³

National Bank Insurance Firm

Our financial advisors | Beaudin Group | National Bank Financial - Wealth Management
Photo of Lysane Tougas, Senior Advisor, Estate Planning, partner.

Lysane Tougas

Senior Advisor, Estate Planning²

National Bank Financial - Wealth Management

Lysane obtained her Bachelor of Law degree from the Université de Montréal and a Master's degree in taxation in 2004.

Lysane has extensive experience in will and estate planning as well as tax law. She worked at major law and accounting firms for several years.

She helps our team offer committed and high-quality advisory services. Empathetic and open, she puts her expertise to work for our clients and listens attentively to their wishes to draw up an estate plan that achieves their goals.

Our financial advisors | Beaudin Group | National Bank Financial - Wealth Management
Photo of Nicolas Stephan, Mortgage Development Manager partner.

Nicolas Stephan

Mortgage Development Manager ⁴

National Bank

Our financial advisors | Beaudin Group | National Bank Financial - Wealth Management
Photo de Mélina Konzak, Senior Advisor, Estate Planning, partner

Mélina Konzak, LL.M D.D.N. JD

Senior Advisor, Estate Planning²

National Bank of Canada

Mélina earned her bachelor’s in Civil Law at the University of Sherbrooke in 2011, subsequent to having earned her bachelor’s degree in Sociology and International Relations from York University in Toronto in 2007. She pursued her studies to become a member of another Canadian Bar Association by studying for her Juris Doctorate and completing her master’s degree in Common Law in 2012 at the University of Sherbrooke. Passionate about accompanying clients in their estate planning process, she completed her diploma in Notarial Law at the University of Montréal in 2013 and was sworn into the Chamber of Notaries in 2014, subsequent to articling in private practice.

Contact us

Get contact information for our team members and find out where our offices are.