Bertrand Dubreuil Wealth Management Team | National Bank Financial Wealth Management
Trust isn’t something we assume. It’s something we earn – patiently and deliberately over time.
At Bertrand Dubreuil Wealth Management, people come to us for more than financial expertise. They come for clarity when things feel complex. Reassurance when decisions feel heavy. And a relationship grounded in genuine understanding where they’re heard, respected, and never rushed.
From our very first conversation, we listen closely – not just to the facts, but to the nuances that make your life, family, and ambitions uniquely yours. We take responsibility seriously, following through on every commitment with discipline and care. Details and consistency matter. Because trust is built when what’s promised is delivered, repeatedly.
Whether you’re navigating a sophisticated financial strategy or moving through one of life’s more uncertain moments, we’re here with transparent communication, steady guidance, and the quiet confidence that comes from knowing someone is always looking out for you.
Our Team
Bertrand Dubreuil is built on relationships that span generations. Michel Bertrand began his career at National Bank Financial in 1994, working alongside his parents’ advisor – his mentor – who had advised the family since 1981, and whose own client relationships dated back to the 1970s. That continuity shaped how Michel learned the craft of advising: with patience, perspective, and a deep sense of responsibility.
The team evolved as Michel brought in Simon-Pierre Dubreuil and grew from one advisor to a team of seven professionals today. While the name changed, the principles did not. Taking the time to understand clients’ lives, staying closely engaged, and following through without exception has always been the standard. It’s the same philosophy that guided us then, and continues to guide how we show up for clients today.
Our strength lies in the diversity of our team, which brings together professionals of different ages, backgrounds, career paths and lived experiences. Diverse perspectives lead to better judgement – especially when decisions are nuanced and personal.
With professionals spanning portfolio management, financial planning, analysis, insurance, and senior advisory roles, we bring a breadth of thinking that allows us to approach each family’s situation with empathy and care, backed by deep expertise.
Clients describe us as proactive, accessible, and precise. We stay engaged before, during, and after decisions are made. Behind the scenes, our systems are meticulous. For you, that translates into simplicity: fewer forms, fewer meetings, and fewer things to worry about.
Over $800M in AUM
70+ years combined team experience
Over 400+ multi-generational households supported
Our Services
Portfolio Management
Tax Planning
Succession Planning
Insurance
Financial Planning
Philanthropy
Supporting Our Community
Our team supports more than 20 charitable causes through sponsorships and personal giving. A key part of that commitment is Bertrand Dubreuil’s long-standing support of CHEO and its work with children and families.
For more than a decade, National Bank Financial Ottawa has helped raise over $1 million for pediatric cancer research, supporting CHEO’s world-class care and innovative research for children and youth across Eastern Ontario, Quebec and Nunavut.
Helping Our Clients Give Back Through Philantra
Many of our clients are equally passionate about giving back. In 2025, we helped facilitate several tax-efficient charitable donations and connected clients with Philantra, National Bank Financial’s public foundation, which helps individuals and organizations manage their charitable giving in a structured and tax-efficient way.
