Meet our team

Estelle began her career in wealth management at National Bank Financial in 2015. In 2020, she temporarily relocated to Victoria, British Columbia to collaborate closely with regional teams and advisors in Western Canada. Since 2023, she has led the Exclusive Remote Advisory Service team and, as of 2025, also oversees NatWealth Management (USA) operations.

She holds a degree in Finance and International Business from the John Molson School of Business (Concordia University) and a master’s in management from Harvard Extension School. Estelle is known for her ability to build lasting relationships with colleagues and her professional network.

Outside of work, Estelle stays active with yoga and soccer. A passionate traveler, she is always on the lookout for her next destination.

Sidney Shreves is a Wealth Advisor at National Bank Financial with a background in banking and wealth management since 2016. He brings several years of experience in financial planning, investment management, and client advisory services, including five years as a Wealth Representative. He joined National Bank Financial in 2024.

Sidney holds a Bachelor of Science in Mathematics and Statistics from Concordia University and has earned the Chartered Investment Manager (CIM®) designation, along with multiple industry certifications. He takes a client-focused approach, emphasizing tailored investment strategies and comprehensive planning across retirement, tax, estate, and risk management.

In his leisure time, Sidney enjoys spending quality time with his family and traveling.

A dedicated Wealth Advisor at National Bank Financial, Mario joined the firm in 1999. Over the years, he has held various roles, earning a reputation for integrity, honesty, and commitment to his clients.

Mario holds a degree in Business Administration from UQAM and is known for his personalized approach and focus on delivering investment solutions that meet his clients’ needs. He proudly serves his clients in French.

Beyond his professional life, Mario is passionate about hockey and cooking. He has coached hockey for many years, demonstrating leadership and teamwork in all aspects of his life.

Marie-Claude is a Wealth Advisor at National Bank Financial with experience in the securities industry since 2013. She joined the team in 2021 as an Investment Advisor.

She holds a degree in Industrial Relations from Université Laval and an MBA from Université de Sherbrooke. Marie-Claude is recognized for her energy, interpersonal skills, and strong investment knowledge. She supports her clients with enthusiasm and dedication in achieving their life goals.

In her spare time, she enjoys attending live performances, reading, and hiking. She is always seeking new experiences.

Wealth Advisor at National Bank Financial, Alex Bouphanouvong joined the team in 2019. He began his career as an accounting technician from 2017 to 2019 before fully transitioning into financial advising.

Alex holds a degree in Finance from Université du Québec en Outaouais (UQO) and is currently pursuing a certificate in Personal Financial Planning. He also holds a DEC in Accounting and Management from Collège Montmorency and several certifications.

His client approach is built on listening, rigor, and professionalism, with a focus on transparency, proactivity, and personalized support.

In his free time, Alex enjoys badminton and hiking.

Ting is a Wealth Advisor who joined National Bank Financial in 2021 and became part of the advisory team in 2023. She holds a degree in Business Administration with a specialization in Marketing from UQAM (2005).

Ting is known for her straightforward approach and ability to simplify financial concepts while prioritizing her clients’ interests. She builds authentic relationships and delivers clear, effective guidance.

Outside of work, Ting is a sporty mom who enjoys kickboxing, spa days, hiking, and culinary adventures. She is also a devoted fan of Céline Dion.

Wealth Advisor at National Bank Financial, Yves Arnaud Konan brings several years of experience in the financial industry, including five at National Bank. He began his career in 2011 as a trader in currency and derivatives markets.

In 2020, he joined National Bank Investments as an Advisor for investments, followed by a role at NBDB in 2021 as a Senior Advisor. He transitioned to National Bank Financial in 2024.

Yves holds a DESS in Financial Derivatives Instruments from ESG UQAM (2021) and a certificate in Sales and Equity Negotiation (2023). He also holds the Chartered Investment Manager (CIM®) designation. Known for his patience and dedication, Yves prioritizes listening to his clients and delivering tailored investment solutions.

Outside of work, he enjoys football, traveling, and reading.

Wealth Advisor with NatWealth Management USA at National Bank Financial, Erik Archambault joined the team in 2025. He has worked in the financial sector since 2008, holding key roles across various institutions.

Erik holds the Chartered Investment Manager (CIM®) and Fellow of the Canadian Securities Institute (FCSI) designations, along with a wide array of professional certifications. His approach is personalized and respectful of each individual’s journey, marked by transparency, collaboration, strategic rigor, and professionalism. He values long-term relationships and takes a proactive role in helping clients achieve their financial goals.

Outside of work, Erik enjoys golf, skiing, and Formula 1, and dedicates his free time to his children.

Djamil Fassassi brings over 10 years of experience in banking and financial services, both in Canada and internationally. Throughout his career, he has developed strong expertise in investments, client relationship management, risk management, and supporting clients with complex needs.

He joined National Bank in January 2022 as a Senior Investment Agent within NBDB, before joining the Exclusive Remote Advisory Service team in June 2026 as a Wealth Advisor.

Djamil Fassassi is a Level III candidate in the CFA Program and also holds the Canadian Securities Course (CSC), as well as the Conduct and Practices Handbook (CPH). Known for his rigor, professionalism, and collaborative approach, he is committed to delivering personalized guidance and providing solutions tailored to each client’s objectives.

In his spare time, he enjoys reading and spending time in nature.

Advisor at National Bank Financial, Patrick Faustini joined the firm in February 2022. He previously worked in personal banking services.

Patrick holds a Bachelor’s in Commerce with a specialization in Finance and a minor in Business Technology Management. He is also licensed as an Investment Representative.

His client approach emphasizes professionalism, precision, and goal-oriented strategy. He is committed to providing rigorous and personalized support, with a focus on clarity and efficiency in every interaction.

Patrick is passionate about sports and travel, valuing experiences that enrich both his personal and professional life.

Wealth Associate at National Bank Financial, Brian Almeida joined the team in March 2023. He previously worked in customer service within the financial sector.

Brian holds a degree in Finance from Concordia University and is licensed as an Investment Representative. He is known for his calm and attentive approach, taking the time to ensure clients fully understand proposed solutions and feel supported in their decisions.

Brian is passionate about Japanese culture, enjoys various sports, and sees travel as an opportunity for learning and discovery.

Associate with NatWealth Management USA at National Bank Financial, Adrien joined the team in 2024 after earning his Bachelor's in Finance from HEC Montréal. He gained initial experience in wealth management through a business initiatives internship and later as an assistant in an advisory team.

Adrien actively supports client servicing, particularly for U.S.-resident clients. He is currently pursuing the CSC certification to deepen his expertise and broaden his scope.

Known for his empathy and communication skills, Adrien focuses on making financial concepts clear and accessible, adapting to each client’s unique needs.

He enjoys golf, skiing, soccer, and football, and is also interested in personal development as a key driver of professional growth.

Wealth Associate at National Bank Financial, Sophia joined the team in 2024 after completing an internship in the Operations Department in 2022.

She holds a Bachelor’s in Commerce with a specialization in Finance and a minor in Business Technology Management from Concordia University, as well as a Master’s in Data Science. She is also licensed as an Investment Representative.

Sophia is known for her commitment, precision, and client-focused approach. She values clarity and adopts a personalized, effective strategy in her interactions.

Outside of work, Sophia enjoys traveling, music, and spending time with family. She believes personal balance enhances professional support quality.