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

Diane has over 25 years of experience as a Senior Wealth Advisor at National Bank Financial and holds the title of Portfolio Manager. She has a degree in Business Administration, specializing in Finance.  She is Fellow with the Canadian Securities Institute (FCSI) and holds the designations of Certified Investment Manager (CIM) and Professional Financial Planner (PFP).  Her passion to share her knowledge and educate clients has helped her successfully establish strong and lasting client relationships.

Diane was named Wealth Advisor of the year in 2022 and received multiple awards and distinctions from National Bank Financial.  In her free time, Diane enjoys playing golf, cycling, and traveling with her husband and two sons.

Ginette Goulet B.B.A., CFP, FCSI

Senior Wealth Associate
Picto langues parlées

English, French

Ginette has 8 years’ experience in the financial industry and holds a Bachelor of Business from Université de Moncton. she is a Fellow with the Canadian Securities Institute (FCSI), “the most senior designation in Canada’s financial services sector” and the designations of Certified Financial Planner (CFP).

She was a Financial Planner at National Bank of Canada from 2018 to 2021 and then joined National Bank Financial – Wealth Management as an Associate. Ginette strongly believes in continued education as the financial industry keeps evolving and changing.

Marie-Kim Duguay

Associate
Picto langues parlées

English, French

Marie-Kim has 11 years’ experience in the finance industry. She graduated from CCNB Campus de Dieppe with a diploma in Sales and completed Canadian Securities course through CSI.

She has been an Associate to the Financial Planner for 3 years for National Bank of Canada and then Associate at National Bank Financial – Wealth Management.

Contact us

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