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.
English, French
Since 1998, Philippe has been working with clients as a wealth advisor at National Bank Financial Wealth Management. He has a Bachelor of Business Administration degree from the Université du Québec à Montréal.
Philippe is a Certified Investment Manager (CIM) and a Fellow, which are the highest designation in the financial wealth management industry, both awarded by the Canadian Securities Institute, ensuring his clients integrity, and competence.
English, French
Julie-Ann has a Bachelor of Business Administration - Marketing specialization from Université Laval and a Bachelor of Translation from Université du Québec à Trois-Rivières. She has also completed the Canadian Securities Course (CSC). She is responsible for the administrative management of client accounts and provides exceptional client service.
Advisor, Financial Security³
National
Bank Insurance Firm
