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

Your Portfolio Managers 

Senior Wealth Advisor & Portfolio Manager

Wealth Advisor & Portfolio Manager

Your associates

Wafa Pelchat

Associate

Picto langues parlées

English, French

With over 13 years of experience as an administrative assistant supporting healthcare professionals, Wafa joined National Bank Financial and the F. Fortier Wealth Management Group in October 2025.

Recognized for her strong service orientation and attention to detail, she is committed to delivering a rigorous, attentive, and high-quality client experience. Her structured and personable approach helps build lasting trust with clients.

An avid reader, Wafa finds in books a valuable source of escape. This passion fuels her intellectual curiosity and reinforces her rigor—qualities she brings to her daily work.

Nathalie Jacob

Wealth Associate

Picto langues parlées

English, French

With several years of experience in the financial services industry, Nathalie has held roles as both an assistant and a wealth management associate since the beginning of her career.

Known for her strong sense of responsibility, rigor, and positive attitude, she actively contributes to delivering efficient and attentive service. Committed to supporting each client with professionalism, she ensures a smooth and reassuring experience while responding promptly to administrative requests.

Her personal and professional experiences enable her to clearly understand clients’ needs and respond to them with accuracy and sensitivity.

Dylan Larocque, BBA, F. Pl.

Senior Wealth Analyst

Gabriel Fanchini

Associate

Felix Fortier

Intern

Our partners

Our financial advisors | F. Fortier Wealth Management Group | National Bank Financial - Wealth Management
Photo of Benoit Constantineau, Director, Fiduciary Services, partner

Benoit Constantineau

Director, Fiduciary Services2

National Bank Trust
 

Our financial advisors | F. Fortier Wealth Management Group | National Bank Financial - Wealth Management
Photo de Christelle Malenfant, Conseiller principal, planification successorale, membre de l'équipe expert.

Christelle Malenfant

Senior Advisor, Estate Planning2

National Bank of Canada
 

Our financial advisors | F. Fortier Wealth Management Group | 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 | F. Fortier Wealth Management Group | National Bank Financial - Wealth Management
Photo of Vanessa Houghton, Mortgage Senior Financial Planner, National Bank Financial - Wealth Management

Vanessa Houghton

Senior Financial Planner1

National Bank Financial - Wealth Management

Our financial advisors | F. Fortier Wealth Management Group | National Bank Financial - Wealth Management
Photo of Nancy St-Amand, Mortgage Development Manage, National Bank of Canada

Nancy St-Amand

Mortgage Development Manager4

National Bank of Canada

 

Our financial advisors | F. Fortier Wealth Management Group | National Bank Financial - Wealth Management
Photo of Tamara Phaneuf-Rivest, Private Banker

Tamara Phaneuf-Rivest

Private Banker

Private Banking 1859
 

Tamara has started her career in banking more than 8 years ago. She has recently been appointed a private banker role, exclusively for National Bank Financial, joining her passion for client servicing and financing. She promptly identifies client requests and is known to put forward creative solutions in a timely and creative matter for customers. 

The Taxation, Retirement and Estate Planning Team from National Bank Trust

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.

Notes-legales-en

  1. 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.

  2. 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.

  3. 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.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

Contact us

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