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

My fascination with the financial world dates back to my childhood. As a little girl, I used to calculate the value of the interest coupons on my father’s bonds. That’s when I began to track my securities and eventually seriously dive into the world of personal finance and financial markets. I realized the importance of being financially sound, and knew that what I wanted to do is share my knowledge and help people meet their financial goals.

I have been working in the financial sector since 1998, and at the National Bank Financial family since 2004. Before this, I was a stock and option trader on the Toronto, New-York and Chicago exchanges. Those years of expertise, my diploma in financial planning and my CFA designation are all valuable assets that allow me to provide you with the best possible management for your portfolio.

As a portfolio manager, my priorities are – and will remain – maximizing the performance of your portfolio while protecting it from an accentuated downfall in the marketplace.

My compensation being based on your satisfaction and the return of your investment portfolio, it is in my best interest to keep you accurately updated on the evolution of your portfolio and to give you outstanding service. Our interests are intimately related.

Please do not hesitate to contact me. At National Bank Financial, we manage the world’s most important investments : yours!

Looking forward to meeting you!

Wealth Advisor

Picto langues parlées

English, French

Guillaume has been working in the financial services industry for almost seven years. His passion for personal finance and various financial products led him to study finance at the University of Quebec in Montreal (UQAM). He subsequently worked as an Advisor and later as a Manager, Personal Financial Services.

During this professional journey, he has improved his knowledge in order to be better equipped to serve customers. He recently completed the CSI training leading to the Chartered Investment Manager (CIM) designation and is currently completing the Financial Planner training from the Institut Québécois de Planning Financière (IQPF).

« There is no greater joy for me than ensuring that I give you the best possible service. Clients like me due to my professionalism, proactive work ethic, as well as the quality of my advice. I am looking forward to getting to know you and help you achieve your personal goals. »

Wealth Associate

Picto langues parlées

English, French

Inuk’s role within the team is to continually raise the customer service bar and provide administrative support. He’s your first point of contact whenever you need to reach us for everything but your portfolio investment strategy.

He can help you navigate your account on our website, or assist you with any queries pertaining to your account statements. He also takes part in preparing proposals and portfolio revisions, and updating retirement plans. In addition, Inuk is in charge of organizing seminars and other events and activities we deem will benefit our customers.

Inuk has been in the financial industry for more than ten years with two major firms. His experience includes trading, investment products, client service and administrative support. He is hence a resource for all your needs in these areas and much more. He is able to offer an entirely bilingual service both verbal and written having worked in translation. He can also provide you with a personalized service having been responsible for the specific needs of sophisticated clients.

In his spare time, he is an avid fan of reading and maple syrup production at his family's maple shack.

Wealth Associate

Picto langues parlées

English, French

Marc-Antoine puts forward his knowledge of investment products to support the team in the realization of your personal goals.

His passion for the financial industry and investments has led him to attend John Molson School of Business. After four years, he graduated with distinction with a bachelor’s degree in Commerce, specializing in finance. Furthermore, he spent three years as a financial advisor’s associate which allowed him to apply different financial concepts that he had learned throughout his academic pathway. 

He strongly believes that in order to serve you to the best of his capabilities, it is important to continuously improve his financial knowledge through professional certification programs and courses. Therefore, he has also completed the “Registered Investment Representative Licence” and is currently working towards obtaining the “Certified Investment Manager” designation (CIM).

His peers recognize him as a diligent professional with great analytical capabilities.

“It will be a pleasure to get to know you and work by your side over the next years. I will do everything in my power to help the team in providing you with the high-quality services that you deserve.”

Associates and partners

Our financial advisors | Duval Group | National Bank Financial - Wealth Management
Photo of Lysane Tougas, Senior Advisor, Estate Planning, partner.

Lysane Tougas

Senior Advisor, Estate Planning²

National Bank Financial - Wealth Management
 

Lysane obtained her Bachelor of Law degree from the Université de Montréal and a Master's degree in taxation in 2004.

Lysane has extensive experience in will and estate planning as well as tax law. She worked at major law and accounting firms for several years.

She helps our team offer committed and high-quality advisory services. Empathetic and open, she puts her expertise to work for our clients and listens attentively to their wishes to draw up an estate plan that achieves their goals.

Our financial advisors | Duval Group | National Bank Financial - Wealth Management
Photo of Lysane Tougas, Financial security advisor, partner.

Eric Harvey

Advisor, Financial Security³
National Bank Insurance Firm

  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.