Patrice Charbonneau

Wealth Management Advisor, Investment Advisor


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 served at the National Bank several positions 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 certificats, he obtain a degree in Business Administration. Higly motivated and passionate, he completed his training at the Institut québécois de planification financière (IQPF) to obtain the financial planner (F. Pl.) title.