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.

Julie was awarded with the NBFWM Elite Club 2023 for the excellence of her work. 

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
 

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.