Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

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.

Our team of experts

Senior Wealth Advisor & Portfolio Manager
Picto langues parlées

English, French

Denis holds a B.A.A. from l’Université du Québec à Montréal and a diploma from the Canadian Securities Institute. Before joining National Bank Financial, he was an advisor in a large Canadian brokerage firm and he held the positions of Québec Vice-President and Regional Vice-President at two of Canada’s largest investment management companies.

Senior Wealth Advisor & Portfolio Manager
Picto langues parlées

English, French

Serge earned a Diploma in Financial Planning from l’Université du Québec à Montréal and is a member of the Institut québécois de planification financière. Before joining National Bank Financial, he held the position of Vice-President, Regional Sales, at one of Canada’s largest investment management company and was the Director of Financial Services for a large Canadian chartered bank.

Holly MacIntosh

Senior Wealth Associate
Picto langues parlées

English, French

Vanessa Duclos

Wealth Associate
Picto langues parlées

English, French

Vanessa has worked in the financial services industry since 2009. During her career, she has grown her knowledge of wealth management while also honing her administrative, training, and customer service skills.

She deploys her knowledge of computer technology and operations management to optimize our work processes and enhance client experience.

Vanessa holds a Bachelor of Commerce and Administration degree from Laurentian University in Sudbury, Ontario.

 Our collaborators and partners

Sylvain Fournier, R.L.U. / Pl.Fin

Financial Security Advisor (National Bank Insurance)

Patrick Beaudet, CPA, CA, M. Fisc.

Tax Specialist (Demers Beaulne)

Member of the firm's Executive Committee and head of the Tax team, Patrick Beaudet manages a team of over 20 professionals specializing in Canadian Tax, International Tax, Transfer Pricing, U.S. Tax, International Mobility, Scientific Research and Experimental Development (SR&ED) and Consumer Taxes and Indirect Taxes.

Patrick has over 20 years experience working with private companies, ranging from medium to large-size, primarily in the real estate, services and construction industries. His clients benefit from his tax expertise in the many restructuring, tax planning, estate planning, mergers and acquisitions mandates that he carries out.

Diplomas

•Master in Taxation from the Université de Sherbrooke, 1987

•Bachelor of Business Administration from the Université du Québec à Trois-Rivières, 1982

Professional Affiliations

•Member of the Ordre des comptables professionnels agréées du Québec

•Member of the Association de planification financière et fiscale

•Member of the Canadian Tax Foundation

Contact us

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