Denis holds a B.A.A. from l’Université du Québec à Montréal and a diploma from the Canadian Securities Institute. Before joining National Bank Financial, he was an advisor in a large Canadian brokerage firm and he held the positions of Québec Vice-President and Regional Vice-President at two of Canada’s largest investment management companies.
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
Senior Wealth Advisor & Portfolio Manager
English, French
Serge earned a Diploma in Financial Planning from l’Université du Québec à Montréal and is a member of the Institut québécois de planification financière. Before joining National Bank Financial, he held the position of Vice-President, Regional Sales, at one of Canada’s largest investment management company and was the Director of Financial Services for a large Canadian chartered bank.
Holly MacIntosh
Investment Analyst
English, French
Holly has over 28 years of industry experience gained across the country at some of Canada's largest brokerage firms in a variety of roles, such as Administration, Personnel Management and Portfolio Management support. In addition to being passionate about investing, she loves interacting with clients and understands very well the emotional and rational challenges.
Her main role is to support the team with investment research and analysis, rebalancing discretionary portfolios, GIC renewals and day-to-day trade execution. Raised in Ottawa, Holly speaks fluent French and English and has all required qualifications.
Julie Lestage
Senior Wealth Associate
English, French
Having worked in the securities industry since 1997, Julie has acquired a solid knowledge of financial markets. She has experience handling questions at all stages of the administrative process, she plays a crucial role in the client experience. She takes care of processing applications and documentation. She also answers questions and liaises between clients and advisors. Outside of work, Julie is passionate about outdoor activities, horseback riding and dog sports.
Vanessa Duclos
Wealth Associate
English, French
Vanessa has worked in the financial services industry since 2009. During her career, she has grown her knowledge of wealth management while also honing her administrative, training, and customer service skills.
She deploys her knowledge of computer technology and operations management to optimize our work processes and enhance client experience.
Vanessa holds a Bachelor of Commerce and Administration degree from Laurentian University in Sudbury, Ontario.
Our collaborators and partners
Patrick Beaudet, CPA, M. Fisc.
Tax Specialist
Demers Beaulne²
Member of the firm's Executive Committee and head of the Tax team, Patrick Beaudet manages a team of over 20 professionals specializing in Canadian Tax, International Tax, Transfer Pricing, U.S. Tax, International Mobility, Scientific Research and Experimental Development (SR&ED) and Consumer Taxes and Indirect Taxes.
Patrick has over 20 years experience working with private companies, ranging from medium to large-size, primarily in the real estate, services and construction industries. His clients benefit from his tax expertise in the many restructuring, tax planning, estate planning, mergers and acquisitions mandates that he carries out.
Diplomas
•Master in Taxation from the Université de Sherbrooke, 1987
•Bachelor of Business Administration from the Université du Québec à Trois-Rivières, 1982
Professional Affiliations
•Member of the Ordre des comptables professionnels agréées du Québec
•Member of the Association de planification financière et fiscale
•Member of the Canadian Tax Foundation
Sylvain Fournier, R.L.U. / Pl.Fin
Financial Security Advisor
National Bank Insurance Firm³
The Taxation, Retirement and Estate Planning Team from National Bank Trust2
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.
- 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.
- 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.
- 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.
- Financing solutions are
subject to credit approval by National bank.
- For details and conditions of the offer, please contact your advisor.
