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

Senior Wealth Advisor & Portfolio Manager

Holder of multiple awards and distinctions from National Bank Financial, Michel is well known within the wealth management industry for his professionalism, his corporate interpersonal relationship management, his expertise, and his ability to simplify complex notions.

Michel received a baccalaureate in finance from the HEC Montréal and has received a license as Chartered Investment Manager (CIM). He has been working for National Bank Financial for more than 27 years.

His curiosity combined with a natural interest in a variety of subjects and an in depth knowledge of financial markets allow him continuously to innovate and adapt his portfolio management strategies for his numerous clients.

Deeply involved in his community, Michel works closely with several causes, and notably with the CN Challenge for the Sick Kids Hospital of Eastern Ontario and through the creation of an Excellence Scholarship at the Collège La Cité.

When he's not in the office, Michel can often be found biking along the roads of the National Capital Region. He also loves exploring the rest of the world with his Significant Other and his three children to absorb other cultures and discover other hidden gems.

Wealth Advisor & Portfolio Manager

Recognized in his field for his expertise, critical thinking skills and professionalism, Simon-Pierre began working at National Bank Financial as a Senior Advisor – Financial Planning. His marked interest in the financial markets led him to pursue a career in portfolio management.

 

He holds a bachelor’s degree in finance and multiple professional designations, such as Financial Planner (F.Pl.) from the Institut québécois de la planification financière (IQPF) and Chartered Investment Manager (CIM ®) from the Canadian Securities Institute (CSI).

 

In his day-to-day role, Simon-Pierre is fully committed to helping our clients make important decisions and letting them share their concerns relating to their life plans. Whether regarding investments, retirement, estate planning or asset protection, Simon-Pierre is fully committed to finding solutions adapted to each situation.  

 

For the past several years, Simon-Pierre has been greatly involved in causes he cares about, such as the CN Cycle Challenge for the Children’s Hospital of Eastern Ontario and events by Cystic Fibrosis Canada. He makes use of his expertise by leading seminars and giving presentations at the National Association of Federal Retirees on various financial literacy topics.  

 

Outside the office, you can find Simon-Pierre cycling on the region’s various bike paths. He also loves skiing, travelling and spending time with his wife and two young daughters.

Wealth Advisor

Louis-François holds a diploma in actuarial science from Université Laval, is a Personal Financial Planner and Chartered Investment Manager, and has worked as an Wealth Advisor at National Bank Financial for more than 25 years.

Prior to joining National Bank Financial, Louis-François worked as an Analyst for the Régie des rentes du Québec and as an Assistant Actuary for the Office of the Superintendent of Financial Institutions Canada.

He stands out for his analytical mindset and listening skills.

Community involvement is important for Louis-François; he’s previously coached the Aylmer soccer club and served as a member of its Board of Directors.

When he’s not at work, Louis-François can be found spending time with his wife and two kids or cooking a homemade meal. He’s also a travel enthusiast with a special interest in cultural and heritage tours. He’s visited Europe a number of times, mainly in Italy.  

Jeanne Gendron, CIM

Senior Wealth Associate

Jeanne started her career as Wealth Associate with National Bank Financial in Québec City in 2001. She then joined Michel Bertrand's Wealth Management Team in Ottawa in 2012 as Senior Wealth Associate.

She holds a diploma with Honours in automated financial Management from Bart College, a securities license, and has received a license as Chartered Investment Manager (CIM) as well.

Passionate and totally devoted, Jeanne offers full administrative support to other members of the team and she accompanies her clients in their day-to-day professional activities.

Standing out among other assistants, Jeanne was made a member of the NFB Elite Team of Wealth Associates in 2016.

On a personal level, Jeanne works closely with agencies that help people with cancer, including the Centre Carmen and the Hospital for Sick Children of Eastern Ontario.

Jean-Michel Proulx, CIM

Senior Wealth Associate

Jean-Michel has been working at National Bank Financial since 2004. He started as a Wealth Advisor and then joined Michel Bertrand’s team in 2010 as a Senior Wealth Associate. He holds several professional designations, including Chartered Investment Manager (CIM).

He’s known for his attention to detail, curiosity and eagerness to learn.

Jean-Michel is also involved in his community. He’s coached several amateur sports clubs for more than 10 years.

When he’s not working, Jean-Michel enjoys spending time with his wife and two children. He also loves hunting and fishing.

Francine Mercier

Wealth Associate

Francine Anne has worked at National Bank Financial for more than 20 years, gaining experience in a number of positions. Her roles have included Assistant Branch Manager, Wealth Associate for several teams and contact person for the branch.

Her attention to client needs and her professional attitude demonstrate her dedication to our team and National Bank Financial.

In her spare time, she volunteers for a community theatre troupe and causes that are important to her.

She’s interested in everything related to art, cooking, travel, nature and her loved ones’ well-being.

In 2018, she was selected to be in the Elite Club of National Bank Financial associates.

 

Alexanne Hubert

Associate

Alexanne joined National Bank Financial in April 2022. Before joining the Bertrand-Dubreuil team, Alexanne worked in the National Bank branch network near Quebec City and Aylmer. In view of obtaining her bachelor's degree in finance, she consolidates study and work.
Alexanne stands out for her relational side, her positive and cheerful mood and her desire to always learn more. She currently assists the Wealth Management Partners in the team with administrative tasks. She seeks to offer a unique and pleasant service for each of our clients. Her commitment and her attention to details is an asset to our Team’s mission.

Outside the office, Alexanne likes to spend time with her family and friends plus her several pets. She also enjoys playing volleyball, the outdoors and has a real interest in art and travel.

 

Our collaborators and partners

Daniel Cadieux

Life Insurance and A&S Insurance Agent

Daniel holds a degree from Algonquin College in administration and marketing, and has been with National Bank Insurance Firm for more than 20 years. As a partner of the Michel Bertrand Wealth Management team, Daniel is the specialist linked to the corporate sector and Private Banking 1859 for the National Capital Region.

He takes the time to get to know each client so he can give them the best recommendations possible. He has access to all major Canadian insurance companies and works closely with legal and fiscal experts.

When he’s not at work, Daniel can be found playing a round of golf at the Camelot Golf & Country Club, where he’s been a member for more than 27 years. He also loves swimming, skiing, travelling and spending time with his wife and two kids.

 

Simon Giroux

Manager Commercial Banking

With a Bachelor’s in Finance from HEC Montréal, Simon has more than 20 years of experience in finance and with financial institutions. He’s been working as a Commercial Banker at National Bank since 2016.

Simon manages a portfolio of various industries, ranging from car dealerships to non-profit organizations. He’s known for his interpersonal skills, creativity and in-depth knowledge of the financial sector.

Whether clients have financing, cash management, international trade or risk management needs, Simon will work with the one and only goal of making their business sustainable and more profitable. The companies he handles can all benefit from the value that adapted banking services can add to individual businesses.

Simon likes to be involved in community causes, such as Move for Youth, an event for United Way East Ontario. He also volunteers for the St. Patrick’s Home of Ottawa Foundation.

Outside of work, Simon can be found hiking in Gatineau Park or spending time with his wife and three young kids.

 

 

Susanne Greisbach

Senior Advisor - Trust and Advisory Services

Susanne holds a Bachelor of Civil Law (BCL) and Juris Doctor (JD) from McGill University, is a Trust and Estate Practitioner (TEP) and is a member of the Ontario Bar since 2010. Susanne joined National Bank as a Senior Advisor in Trust and Advisory Services in 2016.

Prior to joining National Bank, Susanne spent a number of years in a mid-sized firm in Ottawa working almost exclusively in areas of Wills, Trusts, and Estates Law. She brings this expertise to her role in assisting clients at NBF through their estate plan review and trust services.

When she’s not working, Susanne enjoys spending time with her husband and dog. She also likes to travel, especially to visit her family in the United States and Europe.

 

 

Contact us

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