Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

During 2019, we were pleased to announce that our teams have grown. In fact, the Fillion-Lemmel wealth management group merged with the Jacques | Patrice Charbonneau wealth management group to form a single and unified team.

The two groups are first and foremost a family business. One from mother to son and the other from father to son.

This partnership allows us to leverage our respective expertise and improve the overall management of the world's most important asset - yours.

Feel free to click on our names to learn more about each member of our team!

Our team of experts

Wealth Management Advisor, Portfolio Manager

At National Bank Financial since 2012, Patrice became advisor in January 2014 after working for two years as an assistant. From 2008 to 2012, he occupied several positions at the National Bank related to customer service, management of employees and selling products. With three certificates from the Université du Québec à Montréal; Administration, Finance and Financial Planning. With these certificates, he obtained a degree in Business Administration. Highly motivated and passionate, he completed his training at the Institut québécois de planification financière (IQPF) to obtain the title of Financial Planner (F. Pl.).

In constant search for improvement, Patrice has also acquired the title of Portfolio Manager and obtained his certification as a Responsible Investment Specialist.  

Wealth Management Advisor, Portfolio Manager

A graduate of McGill, Frédéric is a Wealth Management Advisor and holds the title of Portfolio Manager. In addition, he has the certification which confers him the title of Specialist in Responsible Investment.

His management philosophy is based on proximity and trust. He is dedicated to the mission he has set for himself, that of supporting people in achieving their financial goals.

Frédéric is very attentive and offers personalized customer service and recognizes that each customer has unique needs. His openness allows him to follow the evolution of the economy and to stay on the lookout for the best investment opportunities. This allows him to work closely with his customers in order to find integrated solutions in the context of the management of their wealth.

Availability, transparency and proactivity are values ​​that guide Frédéric Lemmel’ personal and professional life.

Wealth Management Advisor

Monique is a Wealth Management Consultant and holds the title of Financial Planner, which she obtained from the Institut québécois de planification financière (IQPF).

A graduate of HEC, she has more than 30 years of experience in the investment field. She is also a member of the CPCA (Canadian Professional Consultant on Aging).

Holding a license as an investment advisor since 1987, Mrs. Fillion has been a Financial Planner since 1995.  Over the years, she has carved out a place for herself as a specialist in wealth management.

Mrs. Fillion is a dynamic woman who knows how to listen to each of her clients. Her passion and years of experience taught her to stay the course during storms and allowed her to acquire a great knowledge of the world economy.

Expertise, integrity and empathy are the values ​​that guide her daily.

Associate Investment Advisor

With several years of experience as a Financial Advisor, Alexandre joined the Charbonneau Fillion Lemmel Wealth Management group as Associate Investment Advisor in 2020. Alexandre studied and graduated from Université du Québec à Montréal (UQAM).  Concerned about responsible investment, he has obtained the certification which confers him the title of Specialist in Responsible Investment.

Enthusiastic and creative, he can support you by offering you winning strategies to optimize the management of your wealth. Recognized for his listening, his proactivity and his empathy, he can accompany you through the realization of your future projects.

Always immersed in the heart of current economic affairs, Alexandre will be able to guide you in the selection and management of the most important asset in the world - yours.

Sonia Ouellet, FCSI

Senior Investment Assistant

Sonia is a Senior Investment Associate and graduated in Finance from HEC. She has been in the business since 1989 and has held this position since 2001. She offers attentive and personalized service focused on expectations and the achievement of client objectives.

Sonia holds the CSI Fellow (FCSI) designation, which is the highest credential in Canadian financial services.

In 2015, she was part of the Elite Club of the FBN.

Linda Jacques

Senior Investment Assistant

Linda has a bachelor’s degree in Accounting Management, a Financial Planning certificate from Université du Québec à Montréal, she has also obtained successfully the Canadian Securities Course (CSC).

After holding several positions at the National Bank, including Financial Services Director, she joined National Bank Financial in 2002 as an assistant in investment. 

Contact us

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