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.
English, French
With over 30 years of experience in the securities industry, Brenda joined National Bank Financial as a Wealth Advisor over 25 years ago.
In order to offer a complete and integrated service to her clients, Brenda calls upon a team of multidisciplinary experts who help her to identify the needs and strategies in the areas of retirement, savings, wealth protection, taxation and estate planning.
English, French
Isabelle has been with National Bank Financial since May 2021.
With more than 30 years of experience in customer service, including 12 years with National Bank, customers are her priority and the focus of her daily work.
Her goal is to offer a high quality service and to listen to customers in order to establish a trustworthy, consistent and completely transparent relationship.
obtained her Bachelor of Law degree from the Université de Montréal and a Master's degree in taxation in 2004.
Lysane has extensive experience in will and estate planning as well as tax law. She worked at major law and accounting firms for several years.
She helps our team offer committed and high-quality advisory services. Empathetic and open, she puts her expertise to work for our clients and listens attentively to their wishes to draw up an estate plan that achieves their goals.
With many years of experience, his role is to advise our clients in building, managing and passing on their wealth by developing a financial plan tailored to their needs.
The Taxation, Retirement and Estate Planning Team from National Bank Trust2
We work closely with this team 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.
