Meet our team

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.

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 distinguishes her the most.

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 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.

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 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.