Nicolas has been a financial services professional for over 15 years. As Mortgage Development Manager, he develops financing strategies to meet our clients needs. He stands out for his professionalism, experience, and his ability to find solutions that allow our clients to carry out their projects. Nicolas is a graduate of Concordia University in International Business.
Peter et Vincent- Our advisors
Peter and Vincent are more than just business partners – they are friends who have built an incredible bond over the past 10 years together. As financial advisors, they bring not only their expertise to the table, but also a unique level of trust and shared responsibility in decision making.
Their complicity and shared values have resulted in a successful and seamless partnership that is evident in their work and the exceptional service they provide to clients.
We work together to achieve your goals
As a partner for all your financial needs, our team has the expertise and the resources to help you build and manage the wealth you need to reach your goals.
We are professionals with solid training and relevant industry
experience. Each of us must have:
- Successfully completed the specialized training required by the investment industry.
- Duly registered as an wealth advisor.
- Completed National Bank Financial – Wealth Management’s own training program that focuses on perfecting investment skills, mastering the latest industry products, and integrating our organization’s investment philosophy and operational processes. This training complements the basic requirements of the investment industry.
- Followed a program of continuing education to maintain and increase our expertise in a constantly evolving financial universe.
We are therefore able to advise you on a host of products and services offered by National Bank Financial – Wealth Management, whether you are an individual or a company with specific or complex needs
Our team of experts
Senior Wealth Advisor & Portfolio Manager
Patricia Wei, Pl.Fin.
Senior Analyst in Wealth Management
Our partners
Jean-François Delisle
Insurance Specialist3
National
Bank Insurance Firm
Hanane Chebbi
Senior Private Banker
Private
Banking 1859
Nicolas Stephan
Mortgage Development Manager4
National
Bank
Catherine Fiset
Senior Personal Banker4
National Bank of Canada
The Taxation, Retirement and Estate Planning Team from National Bank Trust
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.
- 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.
