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
Kristina has been with National Bank Financial since January 2024.
With more than 20 years of experience in customer service 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.
Senior Advisor, Estate Planning²
National
Bank Financial - Wealth Management
Lysane 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.
Senior Advisor, Financial Planning¹
Wealth Management Solutions Group
Marc-Olivier holds a bachelor's degree and a graduate diploma in accounting as well as an MBA. He is a member of the Ordre des comptables professionnels agréés du Québec (CPA) and the Institut québécois de planification financière (IQPF).
After working for more than 10 years in financial analysis, Marc-Olivier has been a financial planner serving high-net-worth clients for over 5 years. National Bank Financial – Wealth Management clients benefit from his holistic approach to financial planning to help them achieve their life goals. The resulting value-creating recommendations are presented in a simple, clear and professional manner to make implementation easier.
Financing Solutions Specialist⁴
National
Bank of Canada
As a personal banker, Mona Semaan offers a full range of tailor-made banking and financing solutions through the various partnership agreements offered across the sector Banking services to National Bank Advisors.
Working with National Bank Financial Advisors, she enriches the existing advisory services provided by Advisor Banking Services by ensuring continuity in the execution of wealth management strategies by integrating the banking component into their overall approach.
With nearly 17 years of experience at National Bank, Mona is recognized for her thoroughness and her dedication to her clients.
Thanks to her excellent knowledge of the products offered, clients are definitely in good hands when it comes to planning and exploring options for all of their banking and financing 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.
