Our financial advisors | Claveau Group Wealth Management | National Bank Financial

We Always Go One Step Further

What sets Groupe Claveau apart? The level and quality of our service. Our clients often tell us, “You go further than what we ask for.” And it’s true. We take the time to understand their concerns and anticipate their needs, supporting them end to end on every project.

Even when a question falls outside our immediate area of expertise, we mobilize our network to connect you with the right specialist. To us, this is the true definition of trust and commitment.

Meet Our Experts

Our team’s strength lies in the balance between know-how and people skills. We are all passionate finance professionals with a strong track record in portfolio management. But beyond expertise, we are also people who believe that effectiveness is grounded in core values such as respect, empathy, and professionalism.

To make things seamless and efficient, we are always happy to collaborate with the trusted professionals who already advise you (whether accountants, tax specialists, lawyers, or others).

Johanne Claveau, M.Sc.(fin.), RIAC

Senior Wealth Advisor & Portfolio Manager

450-676-2763

450-462-3411

johanne.claveau@bnc.ca

Johanne Claveau

French, English

Founder of the Claveau Group and with over 25 years of experience in finance, Johanne oversees all advisory services offered to investors. From the very first meetings through the development of a portfolio management strategy, she is passionately involved in every client relationship.

Over the years, she has built an elite team and a network of partner specialists who share her vision, values, and drive. This collaborative approach enables the Claveau Group to support its clients across the various aspects of wealth management and to position itself as a one-stop shop for all financial matters.

A woman of strength and heart, Johanne is deeply committed to her community. In addition to providing financial support to several causes close to her heart, she actively champions the growth of a professional women’s hockey team, the Victoire de Montréal.

Allan Xavier, CFA, RIAC

Wealth Advisor & Portfolio Manager

French, English

Holder of a Bachelor’s degree in Finance from Concordia University, Allan is a Chartered Financial Analyst (CFA), one of the most highly recognized financial designations worldwide. He has worked for over fifteen years with leading brokerage firms in Canada, including more than ten years with the Claveau Group. His in-depth knowledge of financial markets and mechanisms makes him a highly valuable asset to the team and to investors.

On a day-to-day basis, Allan co-develops investment strategies for clients alongside Johanne Claveau, ensures their implementation, and leads portfolio rebalancing initiatives. Trilingual and an avid soccer fan, he knows that on the field as in wealth management, a disciplined approach and an objective analysis of all factors are key to getting closer to the goal and scoring points.

Irène Patin

Associate

450-676-2778

irene.patin@nbc.ca

Irène Patin

French, English, Greek

Irène holds a degree in Languages and Literature from Université Sorbonne Nouvelle in Paris, as well as a degree in International Business from Inseec (also in Paris). She worked for more than ten years in sales and trading in France, Australia, and Canada before joining the Claveau Group.

Fully trilingual, she is responsible for client service and the administrative management of the office, notably assisting portfolio managers in preparing client meetings and following up on transactions. A basketball player, she values teamwork, efficiency, and precision, both at work and in sports, qualities that contribute to a seamless client experience.

Madeleine Dion

Associate

450-462-6309

madeleine.dion@nbc.ca

Madeleine Dion

French, English

An entrepreneur at heart, Madeleine founded and ran a company specializing in marketing and communications for nearly thirty years. This experience allowed her to develop strong expertise in client service, project management, and process optimization, while fostering a creative and strategic approach to implementing tailored solutions.

In addition to overseeing office administration and file management, Madeleine is responsible for communications and the organization of client events for the Claveau Group—a role in which her passion, enthusiasm, and perseverance are key assets.

Our partners

Our financial advisors | Claveau Group Wealth Management | National Bank Financial - Wealth Management

Nathalie Bachand, ASA, AICA, Pl. Fin.

Financial Planner

Bachand Lafleur groupe conseil inc.

Our financial advisors | Claveau Group Wealth Management | National Bank Financial - Wealth Management

Mariam Kazeb

Personal Banker⁴

National Bank of Canada

As a personal banker, Mariam Kazeb offers a full range of customized banking and financing solutions through the various partnership agreements offered throughout the sector: National Bank Advisor Banking Services.

These agreements allow Independent Advisors to have access to a range of banking and financing solutions to help them complete their overall approach and thus add value to their client relationships.

Working with National Bank Financial Advisors, Mariam complements the existing advisory services provided by Advisor Banking Services by ensuring continuity of the execution of wealth management strategies by integrating the banking component into their overall approach.

With over 10 years of experience at National Bank, Mariam is recognized for her rigor and dedication to her clients. Thanks to her excellent knowledge of the product offered, customers are definitely in good hands when it comes to planning and exploring options for all their banking and financing needs.

Our financial advisors | Claveau Group Wealth Management | National Bank Financial - Wealth Management

Marie-Josée Lefebvre

Financial security advisor³

National Bank Insurance Firm

Financial Planners are authorized to act in the field of Financial Planning. They exercise their duties for National Bank Financial Inc., a financial planning firm.
We work closely with the Taxation, Retirement and Estate Planning Team from National Bank Trust, made up 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.
Insurance products and services are provided by National Bank Insurance Firm (NBIF) or by NBF Financial Services (NBFFS), as applicable. NBIF and NBFFS are not members of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.
Financing solutions are subject to credit approval by National bank.
For details and conditions of the offer, please contact your advisor.