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

Investment Advisor
Picto langues parlées

English, French, Spanish

Andrea Bobkowicz is a graduate of the University of Western Ontario with a B.A. in Business and languages. She holds an extensive professional education in Canada and in the United States. With more than 25 years of experience, during her career in wealth management, Andrea has worked in International Institutional Equity in New York City for almost four years. In her first year in the industry, she gathered the most assets in the firm, and won subsequent President Club distinctions.

She has been involved with several professional organizations, and is active in her community. She has recently been elected President of the Foundation of Catholic Community Services in Montreal and served as Warden of her local parish Ascension of Our Lord in Westmount. Fluent in English, French and Spanish, Andrea has travelled extensively throughout her career to places such as South Africa, the Caribbean, South America, Europe and the United Kingdom.

As well as her position with National Bank Wealth Management, Andrea currently happily serves as Chair of the Finance Committee for the Canadian Museum of History and is a member of the Board of Trustees for the CMH and the War Museum. As a recognition of her involvement, she won the 2018 Regional Award for Social Commitment at National Bank Financial, and previously the 2016 National Bank Financial Regional Award for Investment Advisor of The Year.

 

Associate
Picto langues parlées

English, French

Leah is a graduate of McGill University. She comes to National Bank Financial with many years of experience in finance, treasury and investments gained while working for national and international companies, both public and privately held, as well as many years as Senior Treasury Officer of McGill University.

In her spare time, she is active in many organizations in support of public education and the advancement of post-secondary education for all, especially women and girls. She is an active alumna of McGill University at both university and faculty levels. Weekends are spent at her family home in Arundel, Quebec and in the summer, you will also find her out on the golf course.

Associate
Picto langues parlées

English, French, Italian

Paolo is our team intern focusing on social media and marketing. Paolo studies Civil Engineering at McGill University and also seeks to pursue a degree in Finance and Economics, and hopes to eventually become an Investment Advisor. He has been passionate about investing from a young age.

He is an active member of both the Italian and the Loyola Community.

Contact us

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