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

Wealth Advisor
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English, French

  

As an Wealth Advisor since 1984, Daniel has a unique experience in wealth management. He joined the independent brokerage firm Lévesque Beaubien in 1989, which later became National Bank Financial. Over the years, he helped his clients make the best investment decisions without falling into the financial market traps. His advice goes far beyond asset management and considers the constant evolution of his client's needs.

 

With his in-depth knowledge of the securities market and business cycles, Daniel offers peace of mind through sound risk management within the portfolio composition.

 

Daniel holds a Bachelor of Science (Geomorphology) degree from the University of Montreal, which emphasizes his general vision necessary to fully understand the evolution of financial markets.

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English, French

Marie Michelle joined a team of professionals possessing over 35 years of expertise in wealth management at National Bank Financial. She has taken on an important role in actively managing her client’s wealth.

As a graduate of the Institut Québécois de Planification Financière (IQPF), she caters to each of her client’s needs by analyzing the complex aspects of their financial situation and developing a personalized action plan, which includes rigorous follow-up to see the plan through.

It is the quality of her consulting service, her attention to detail, and diligence, that has earned her National Bank's most prestigious distinction: the title of the Best Financial Planner at the Elite Club 2015.

Marie Michelle possesses more than 9 years of experience in the investment field. Her career began as a financial advisor at National Bank of Canada, which laid the foundation for the development of her expertise in investment management and financial planning.  She completed a bachelor’s degree in economics at the University of Quebec in Montreal and holds the course on securities trading. She also successfully passed all three levels of the CFA Program.

 

Chantal Guibault

Senior Wealth Associate
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English, French

  

Chantal has been part of our team since 1997 and is greatly appreciated by the clients. Her principal role is to provide high quality customer service and administrative support to the team. She will always be available to answer your questions and requests. Her skills and efficiency over the years have earned her the Elite Club award for Associates in 2013.

Contact us

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