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 & Portfolio Manager

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French, English

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.

Olivier Babineau-Jacques, CIM®

Investment Analyst

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French, English

Joining National Bank Financial in 2016, Olivier excels in his relationship with clients on a daily basis. His deep dedication ensures unparalleled customer service.

Francis Martin

Wealth Associate

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French, English

Francis joined National Bank Financial in 2016 and more recently worked under the umbrella of Private Banking 1859, after obtaining his undergraduate degree in finance from the John Molson School of Business.

During part of his studies in Germany, Francis discovered a passion for alternative investments as well as international politics.

Our partners

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

Eric Harvey

Advisor, Financial Security³

National Bank Insurance Firm

With a bachelor's degree in business administration and a specialization in finance from HEC Montréal, Eric is our expert in individual insurance (personal and commercial). He joined National Bank Insurance Firm team in 1999. His experience makes it possible to choose the insurer from the range of companies he represents. By integrating the concept of wealth management, he can suggest scenarios that will ensure you the protection you are looking for.

His commitment: to guide you through every step of your insurance planning, from the initial analysis of your situation to the choice of the best insurance product available, considering your needs and the appropriate conditions. Ready to meet with you at a time and place that suits you best, Eric wants to help you make the decisions that will ensure you financial security and peace of mind.

Our financial advisors | Bernard Financial 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 | Bernard Financial Group | National Bank Financial - Wealth Management
Photo of Catherine Fiset, Senior Personal Banker

Catherine Fiset

Senior Personal Banker⁴

National Bank of Canada

  1. Financial Planners are authorized to act in the field of Financial Planning. They exercise their duties for National Bank Financial Inc., a financial planning firm.

  2. We work closely with the Taxation, Retirement and Estate Planning Team from National Bank Trust, made up of multidisciplinary experts who provide knowledge and advice that complement our service offering. These experts assist us in providing the best solutions for your personal finances related to taxation, retirement and estate planning.

  3. Insurance products and services are provided by National Bank Insurance Firm (NBIF) or by NBF Financial Services (NBFFS), as applicable. NBIF and NBFFS are not members of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

Contact us

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