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

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.

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.

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.

Yassine Tahiri, CFP

Senior Advisor in Financial Planning and Business Development

Yassine joined National Bank Financial in 2022. Before joining the Bertrand-Dubreuil team as an assistant, Yassine was a banking advisor at a National Bank branch in downtown Ottawa. Prior to this position, he held the role of finance and investment advisor for the National Bank's remote sales and services department in Montreal. Yassine also completed his Bachelor's degree in specialized commercial sciences (finance option) at the University of Ottawa in June 2020.

Yassine stands out for his curiosity, his strong interest in the financial markets, but also for his desire to give good advice and properly equip clients to achieve their goals. His current role is to assist all members of our team in their daily tasks, in order to increase his knowledge at all levels. He is in the process of obtaining his advisor's licence and thus being able to evolve towards the role of Associate Wealth Advisor, within our team.

In his spare time, Yassine likes to enjoy sunny days and you will find him playing volleyball in a park with his brothers or even surfing on a beautiful beach. Apart from that, Yassine is a fan of video editing and travelling, his dream destination being Japan.

Our partners

Our financial advisors | Bertrand Dubreuil Wealth Management Team | National Bank Financial - Wealth Management
Photo of Daniel Cadieux, Insurance & Annuity Specialist, collaborator.

Daniel Cadieux

Insurance & Annuity Specialist³

National Bank Insurance Firm

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 Martin Bisson 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.

Our financial advisors | Bertrand Dubreuil Wealth Management Team | National Bank Financial - Wealth Management
Photo of Simon Giroux, Manager, Banking solutions for business, collaborator

Simon Giroux

Manager, Banking solutions for business⁴

National Bank of Canada

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.

Our financial advisors | Bertrand Dubreuil Wealth Management Team | National Bank Financial - Wealth Management
Photo of Geneviève Gosselin-Tardif, Senior Advisor, Estate Planning, collaborator.

Geneviève Gosselin-Tardif, Civil LL.B., J.D.

Senior Advisor, Estate Planning²

National Bank Financial - Wealth Management

Genevieve has more than 12 years of experience as a lawyer. She holds a Civil Law degree (LL.B.) (2008) and Common law and transnational diploma (J.D.) (2010). She is a member of the Law Society of Ontario and Barreau du Québec.

Prior to joining National Bank as a Senior Advisor, Estate Planning, Genevieve was in private practice primarily in the area of Wills and Estates Law and Family Law. Her clientele included professionals, entrepreneurs, young families and blended families.

Genevieve is passionate about estate planning and aims to offer clients professional and valuable services. She is fully bilingual (French and English)

On a personal note, Genevieve has a thriving young family that takes up her personal time.

  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.