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 Manager

Senior Wealth Advisor & Portfolio Manager

Your analysts

Geneviève Boutin

Senior Analyst in Wealth Management

Charles-Antoine Lévesque

Investment Analyst

Your associates

Liette Rivest

Senior Wealth Associate

Virginie Borzellino

Associate

Our collaborators and partners

Jean-Françoys Gauvin

Senior Financial Planning Advisor¹

National Bank Financial - Wealth Management

Christelle Malenfant, L.L.B., D.D.N., TEP 

Senior Advisor, Estate Planning²
National Bank of Canada 

Marie-Josée Lefebvre

Financial security advisor³
National Bank Insurance Firm

Nancy St-Amand

Mortgage Development Director⁴

National Bank of Canada

Nancy acts, within our group, as a partner from National Bank. So whether you are looking for a first purchase, to refinance or the purchase of a second home, Nancy will develop with you adapted and customized solutions according to your needs. During her career, she held a number of position including, personal finance advisor, business development manager and branch manager before specializing in mortgage services.

Mariam Kazeb

Personal Banker

National Bank of Canada

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.