Count on a strong and experienced team.
For years, the success of the Bousquet Messier Wealth Management team has been fueled by a client-centered philosophy, combined with a genuine desire to be the trusted partner in managing their wealth.
Our attentive listening and analytical skills allow us to identify your real needs and establish a winning strategy with you. The diverse experience of our team members gives us a multidisciplinary and competitive approach.
Committed to achieving your goals, we do not hesitate to seek external expertise to successfully complete our mandates.
Our financial advisors | Bousquet Messier - Wealth Management
Portfolio Manager and Senior Wealth Advisor
Co-founder of Bousquet Messier – Wealth Management, Jean-François has more than 25 years of experience in wealth management for wealthy families. His style leaves no one indifferent: structured, committed, and focused on the essentials.
Known for his analytical mind, his teaching skills, and his reassuring approach, Jean-François acts as a trusted strategist for his clients. He develops complex solutions covering tax, estate planning, corporate structures, and philanthropy – always explaining concepts and solutions in an easy-to-understand manner.
Deeply human, Jean-François is used to intervening at key moments in entrepreneurs' lives, particularly during the sale of their business. He stands out for his thoughtful approach, his listening skills, and his ability to support his clients with accuracy and sensitivity in these pivotal stages.
Having started his career as the youngest advisor in the history of Merrill Lynch Canada, his leadership has allowed him to build one of the most successful teams in Canada. He acts as a mentor, passing on his experience and cultivating a very high standard of quality. He is the very essence of reliability and loyalty.
Passionate about travel, expect him to take the time to answer your questions no matter the time of day or where he is in the world.
Portfolio Manager and Wealth Advisor
For more than ten years, Julien has dedicated himself exclusively to supporting high-net-worth families in preserving, growing, and passing on their wealth. His mission is to offer a clear, tailor-made, and multi-generational strategy that goes well beyond simple financial returns.
Leading a team of experts, Julien combines rigor, integrity, and innovation to meet the complex needs of his clients. His in-depth knowledge allows him to work closely with tax experts, lawyers, notaries, and accountants to orchestrate turnkey solutions that evolve according to the needs and objectives of each family.
Guided by a constant quest for excellence and efficiency, Julien pays meticulous attention to detail and listens authentically to every family member he advises. Based in Montreal, he is passionate about golf, video games, and new technologies. A father of two young children, he understands how precious time is – which is why he aspires to save his client’s time.
Wealth Advisor
David uses his experience in wealth management to conduct detailed market analyses and ensure portfolio management decisions are consistent with the team's investment philosophy. He also handles the production of withdrawal plans. His expertise allows him to respond precisely and quickly to each client's needs.
With passion and kindness, David provides the most relevant and up-to-date advice. He combines numerous skills acquired through his academic background, including a master's degree in finance and the CFA designation, with his keen interests in economics, politics, history, and investor psychology. This role is a perfect fit for him!
David also places great importance on social involvement. This is why he contributes, within CFA Montreal, to promoting the designation to young finance enthusiasts in universities.
Linda Millette
Senior Wealth Associate
For many years, Linda has managed the administrative side of the team. From preparing client meetings to managing transfers, opening accounts, and monitoring transactions, she knows all the resources inside out, giving her exceptional efficiency.
It is precisely the central focus placed on clients and the commitment to delivering an optimal service offering that motivates her to provide the best possible experience. Thanks to her rigor and generosity, Linda has become indispensable to many clients.
Outside the office, Linda divides her time between her family, travel, bowling, and weaving. This wealth of experiences fuels her dynamism daily.
Nathalie Comtois
Wealth Associate
For over two decades, Nathalie has thrived in the field of wealth management. Constantly seeking to perfect her skills and acquire new knowledge, she has built a solid reputation within the industry. Her completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) are just a few examples of her commitment to self-improvement.
In 2014, Nathalie joined Private Banking 1859, where her leadership and exemplary professionalism were praised. After a decade at this National Bank subsidiary, she joined Bousquet Messier - Wealth Management, where she contributes daily to the group's success.
Nathalie is an avid skier, but above all, a lover of culture. A confirmed music lover and avid reader, so don't hesitate to ask her for her current favorites!
Eliane Beauregard
Communication and Development Associate
Passionate about human interaction, Eliane takes pleasure in assisting clients and facilitating their processes. She also oversees the strategic planning of communications and the implementation of various tools to ensure smooth information flow with clients and within the team.
After a decade of experience in communications within public and parapublic organizations, Eliane joined National Bank Financial to get closer to people. She is now the first point of contact for Bousquet Messier - Wealth Management.
Her attention to detail and empathy will ensure you an exceptional experience. Eliane takes it upon herself to respond to client requests as quickly as possible while taking the time to understand and anticipate their needs. Passionate about the culinary arts, she ensures the satisfaction of the clientele as she does with her own guests!
Nancy St-Amand
Mortgage Development Director⁴
National Bank
Specializing in mortgages, Nancy works with National Bank Financial advisors. She ensures continuity in the execution of wealth management strategies by integrating the banking component into their overall approach. With a Bachelor's degree in Business Administration and over twenty years of experience in the financial sector, Nancy is known for her dedication to her clients. Thanks to her excellent knowledge of the products offered, clients are in good hands when it comes to planning and exploring options for all their banking and financing needs.
Carlos Silva
Financial Advisors | Bousquet Messier Wealth Management
National Bank
Carlos chose this profession primarily to work with entrepreneurs, establish trust, and maintain long-term fruitful business relationships. Whether they need advice, financing, or a combination of both, it is very rewarding for him to offer the solution appropriate to help make their projects a reality. With over 15 years of experience in commercial financing, Carlos is an important asset for our entrepreneur clients.
Raphaël Rigano CPA,Pl. Fin.
Senior Private Banker
Private Management 1859
With a Bachelor's degree in Business Administration from HEC Montreal, Raphael has been working in finance for over 10 years. His admirable career has led him to dive into various contexts, strengthening his skills in accounting, financial planning, real estate investment, and commercial credit.
As a senior private banker, Raphael stands out for his proactivity and the personalization of the services he offers National Bank Financial clients.
Tamara Phaneuf-Rivest
Private Banker
Private Management 1859
Tamara began her career in the banking sector more than 8 years ago. Since 2024, she has held the position of private banker and exclusively supports National Bank Financial clients. Combining her passion for client relations and her accomplished mastery of financing, Tamara is able to quickly understand what is important and propose coherent solutions.
Omar Fares
Banking Associate
Before joining Private Management 1859 in 2022, Omar spent more than twenty years perfecting his expertise in customer relations in the tourism and hospitality sectors. With his deep knowledge of banking services, he is committed to offering exceptional customer experience. His listening skills and professionalism make him an outstanding collaborator.
Marie-Cendrine Keyser
Banking Associate
Marie-Cendrine has been part of the National Bank ecosystem since 2017. Thanks to her professionalism and thorough understanding of the banking environment, she joined the Private Management 1859 team in 2022. As the right hand of senior private banker Raphael Rigano, she is fully committed to meeting clients' needs with rigor and kindness.
Lysane Tougas, LL.B., LL.M. Fisc.
Senior Consultant, Estate Planning²
National Bank Financial – Wealth Management
Lysane has been a member of the Quebec Bar since 1998. She completed her bachelor’s degree in law at the University of Montreal and a master’s degree in law, specializing in taxation, in 2004. She has extensive experience in estate and will planning, as well as tax law. She has worked for several years in large law and accounting firms. She supports our team in providing engaging and high-caliber advisory services. Her expertise, empathy, and listening skills enable her to assist our clients in developing and achieving their estate goals
Martin Bissonnette, MBA
Financial Security Advisor
MBSC Insurance Strategies, partner of National Bank Insurance Cabinet (NBIC)
With a master’s degree in business administration, Martin has been serving as a financial security advisor with National Bank for 25 years. Martin’s specialization in personal insurance and its various strategies gives him versatile experience both in protection and in maximizing clients’ wealth. Over the years, he has developed his expertise with a diverse clientele.
Martin quickly understands the client's motivations and fears, which allows him to quickly highlight the appropriate solutions and articulate them. His approach is both intuitive and rational, guiding his interventions, enriching his recommendations, and enabling his clients to make informed choices.
Stéphanie Cournoyer, B. Comm., CRHA
Financial Security Advisor
MBSC Insurance Strategies, partner of National Bank Insurance Cabinet (NBIC)
A graduate of a bachelor’s degree in commerce from the John Molson School of Business at Concordia University, Stephanie joined the team in 2018 as a Financial Security Advisor to enhance the service offering to clients.
Prioritizing a structured and empathetic approach, she is recognized for her highly developed interpersonal skills and her great sense of listening. Stephanie quickly understands the needs of her clients to guide them towards simple, effective, and adapted solutions.
