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 Investment Assistant

Brigitte Charron

Investment Assistant

Contact us

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