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

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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.

Julie-Ann Hamelin

Wealth Associate

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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. 

Our partners

Our financial advisors | Équipe Philippe Benoit | National Bank Financial - Wealth Management
Photo of Lysane Tougas, Financial security advisor, partner.

Eric Harvey

Advisor, Financial Security³

National Bank Insurance Firm

With a bachelor's degree in business administration and a specialization in finance from HEC Montréal, Eric is our expert in individual insurance (personal and commercial). He joined National Bank Insurance Firm team in 1999. His experience makes it possible to choose the insurer from the range of companies he represents. By integrating the concept of wealth management, he can suggest scenarios that will ensure you the protection you are looking for.

His commitment: to guide you through every step of your insurance planning, from the initial analysis of your situation to the choice of the best insurance product available, considering your needs and the appropriate conditions. Ready to meet with you at a time and place that suits you best, Eric wants to help you make the decisions that will ensure you financial security and peace of mind.

Our financial advisors | Équipe Philippe Benoit | National Bank Financial - Wealth Management
Photo of Paul De Bonis, Senior Private Banker,  partner.

Paul De Bonis

Senior Private Banker
Private Banking 1859

Contact us

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