Meet our team

Professionals who listen to your needs

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

Senior Wealth Advisor & Portfolio Manager

Anne-Marie Vo Thi

Senior Wealth Associate

Jade Dexter, CIM®, FCSI, Cert. DMS

Senior Wealth Associate

Picto langues parlées

English, French

Jade made the unusual but successful transition from the world of high fashion to high finance back in 2005, when she began her career as an executive assistant at Manulife Securities Inc.

Jade has over 17 years of experience working in the financial services industry and holds the Chartered Investment Manager (CIM®) as well as the prestigious Fellow of CSI (FCSI®) designations.
She is fully licensed as a Registered Representative with IIROC and also has a license to trade options.

In 2019, after successfully completing a rigorous five course learning path, she was awarded the Certificate in Derivatives Market Strategies (DMS), a segment of the industry that she is particularly passionate about.

Her hard work, discipline, and dedication to always uphold the highest standards of industry conduct and ethics are among her best qualities.

Mélissa Doucet

Wealth Associate

Our collaborators

Our financial advisors | Compagnat Reise Group | National Bank Financial - Wealth Management
Photo of Jean-François Delisle, Insurance Specialist and partner.

Jean-François Delisle

Insurance Specialist ³
National Bank Insurance Firm
Our financial advisors | Compagnat Reise Group | National Bank Financial - Wealth Management
Photo of Hanane Chebbi, Senior Private Banker and partner.

Hanane Chebbi

Senior Private Banker
Private Banking 1859
Our financial advisors | Compagnat Reise Group | National Bank Financial - Wealth Management
Photo of Nicolas Stephan, Mortgage Development Manager partner.

Nicolas Stephan

Mortgage Development Manager ⁴

National Bank

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.

  1. 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.

  2. 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.

  3. 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.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

Contact us

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