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

Senior Wealth Advisor & Portfolio Manager

Picto langues parlées

English, French

Expert in tax structures for healthcare professionals and entrepreneurs, Nicolas Schulman has been in the financial industry for 19 years. After graduating in Economics from Concordia University, Nicolas started his career in the National Bank branches, as a Private Banker and Financial Planner. Quickly, his interest in the Equity markets and wealth management brought him to change direction and pursue his path within National Bank Financial, leading him to obtain the CIM (Chartered Investment Manager) designation.

Over the years, he has developed a personalized approach, tailored to meet his clients’ specific needs in terms of investment, portfolio management, estate planning and insurance coverage.

Indeed, Nicolas has built a true family office. He leads a team of 12 employees at Schulman Group and collaborates closely with a team of dedicated experts, such as tax lawyers, accountants, commercial and private bankers, financial security advisors, and mortgage specialists.

He enjoys undisputed credibility in the industry and frequently collaborates on various economic articles. His expertise has been recognized on several occasions, notably as NBF National Wealth Advisor of the Year (2019), Regional Wealth Advisor of the Year (2018 and 2020), Best Asset Growth within NBF (2010, 2011 and 2020), and Personal Private Banker of the Year at National Bank (2008).

Among his community service commitments, he sits on the Board of Directors of the Emergo Foundation, aiming to ensure sustainability of Emergo Respite, an organization providing respite to parents of autistic children. He is also actively involved in the CHU Sainte-Justine Foundation, through the organizing committee of the Sainte-Justine Ball. Since the beginning of its involvement, the Schulman Group has raised over $ 100,000 for the event.

On a more personal note, Nicolas shares his life with Corinne and together they raise their beautiful 2-year-old. He enjoys outdoor activities such as golf, snowboarding and surfing.

Picto langues parlées

English, French

Alexandre has over 8 years of experience at National Bank. He joined our team in 2017 as an Wealth Associate and was quickly promoted to Wealth Advisor. He stands out for his exceptional customer service, analytical mindset and active listening skills.

Alexandre has completed the Canadian Securities Institute’s Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH), and is currently pursuing his studies in business administration at Université du Québec à Montréal.

Wealth Advisor

Picto langues parlées

English, French

Simon has been working in banking and financial markets since 1999. He worked for 8 years at National Bank of Canada where he held various positions in branches, the Treasury sector and at National Bank Trust. He was Manager and Vice-President of an institutional hedge fund for over 9 years, and then joined National Bank Financial and the Schulman Group in 2016.

Simon holds a Bachelor of Finance degree from HEC Montréal and has also completed the Canadian Securities Institute’s Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH).

His extensive experience in financial markets and in-depth knowledge of portfolio management enable him to select the best investments for his clients by maximizing returns while minimizing their risk.

Wealth Advisor

Picto langues parlées

English, French

Fabrice has joined the Family Wealth Management Schulman Group in 2022 as a Wealth Advisor.

Working in the field of finance since 1998, Fabrice holds a Bachelor of Business Administration from the Université du Québec à Montréal. He has successfully completed the Canadian Securities Course (Canadian Securities Institute), as well as the Conduct and Practices Handbook Course (Canadian Securities Institute). Since 2000, he is also a member of the Institut québécois de planification financière (IQPF).

He stands out for his active listening skills, his expertise with health professionals, and he is committed to helping his clients realize their financial objectives.

Mélanie Bourassa-Paradis

Director of Operations

Picto langues parlées

English, French

Mélanie has been working in finance for over 18 years, including 10 years with the Schulman Group, and has taken on multiple roles and responsibilities. She has been a Senior Wealth Associate, Events Planner and Team Lead. She has also trained a large number of wealth associates during her career.

Mélanie has completed the Canadian Securities Institute’s Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH).

She stands out for her drive, diligence and excellent organizational skills. Her leadership skills and extensive experience are assets that allow her to excel in her role as Operations Manager.

Salomé Boisclair-Blanchette

Associate

Picto langues parlées

English, French

Salomé has been working as an assistant with the Schulman Group since 2019. Her extensive experience in the luxury hotel industry and ability to quickly identify client requests make her a trustworthy person to take care of clients and book appointments.

With over 10 years of customer service experience, Salomé is known for her organizational and interpersonal skills that allow her to quickly take care of our clients’ needs and direct them to the right person on our team. Salomé will be your first point of contact to request appointments.

Roberto Rodi

Investment Analyst

Picto langues parlées

English, French

Roberto joined our team as an Investment Analyst in 2020. He has more than 5 years of experience in finance, including working as a sales trader at Lombard Odier. He has also held various positions at BMO.

Roberto holds a Bachelor of Business Administration with a concentration in Finance and a Master of Science in Applied Finance from ESG UQAM, and has completed all 3 levels of the CFA Program. He has also completed the Canadian Securities Institute’s Canadian Securities Course (CSC), the Conduct and Practices Handbook Course (CPH), the Derivatives Fundamentals and Options Licensing Course (DFOL) and the Futures Licensing Course (FLC).

Roberto’s skills and knowledge in portfolio management and his diligence make him an invaluable asset to the Portfolio Management team.

Rafik El-Badawi

Wealth Associate

Picto langues parlées

English, French

Rafik joined our team in 2020. With over 5 years of customer service experience, he is known for his analytical skills, drive and strong ethics and values.

Rafik holds a Bachelor of Business Administration with a concentration in Finance from HEC Montréal and has also completed the Canadian Securities Institute’s Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH).

His excellent interpersonal skills and financial knowledge allow him to excel in his relationships with our clients.

Stéphanie Rheault

Wealth Associate

Picto langues parlées

English, French

Stéphanie joined the team in 2019 after having worked at major financial institutions. She stands out for her active listening skills and ability to take care of clients’ needs.

Stéphanie holds a Bachelor of Business Administration with a concentration in Finance from HEC Montréal and has also completed the Canadian Securities Institute’s Canadian Securities Course (CSC), the Conduct and Practices Handbook Course (CPH) and the Derivatives Fundamentals and Options Licensing Course (DFOL).

Her passion for the field of finance, combined with her customer service experience, make her the ideal person to meet our clients’ needs.

Jean Abdul Nour

Junior Investment Analyst

Picto langues parlées

English, French

Jean joined the Schulman Group in 2021 and has been working in the financial services industry for over 9 years. He also worked at NBDB over the past few years. He stands out for his analytical skills and operational diligence.

Jean holds a DEC in Insurance and Financial Services and a Bachelor of Business Administration with a concentration in Finance from ESG UQAM. He also completed the Canadian Securities Institute’s Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH).

His academic background and experience are undeniable assets in his role on the Portfolio Management team.

Daniel Francken

Senior Financial Planner

Picto langues parlées

English, French

Daniel holds a bachelor’s degree in Economics from the University of Montreal and the title of Financial planner from the IQPF, he stands out for his analytical skills, his deep desire to help his clients and the quality of his advice in terms of financial planning.

Daniel has more than 12 years of experience in the wealth management field. He worked as an advisor in branches of the National Bank for more than 3 years and, after obtaining his diploma from the IQPF, he became a financial planner. His experience at the National Bank thus totals more than 12 years.

He is also the father of two girls and splits his free time between their extracurricular activities, travels, and a few sports.

We are convinced Daniel will be an asset to our team and that he will provide valuable advice to our clients.

Our collaborators and partners

Our financial advisors | Schulman Wealth Management Group | National Bank Financial - Wealth Management
Photo of Lysane Tougas, Senior Advisor, Estate Planning, partner.

Lysane Tougas

Senior Advisor, Estate Planning²

National Bank Financial - Wealth Management
 

Lysane obtained her Bachelor of Law degree from the Université de Montréal and a Master's degree in taxation in 2004.

Lysane has extensive experience in will and estate planning as well as tax law. She worked at major law and accounting firms for several years.

She helps our team offer committed and high-quality advisory services. Empathetic and open, she puts her expertise to work for our clients and listens attentively to their wishes to draw up an estate plan that achieves their goals.

Our financial advisors | Schulman Wealth Management Group | National Bank Financial - Wealth Management
Photo of Nicolas Stephan, Mortgage Development Manager partner.

Nicolas Stephan

Mortgage Development Manager⁴

National Bank
 

Our financial advisors | Schulman Wealth Management Group | National Bank Financial - Wealth Management
Photo of Andrew Kang, Private Banker partner.

Andrew Kang

Private Banker

Private Banking 1859
 

Holding a Bachelor’s in Business Administration at John Molson School of Business (Concordia University), Andrew has over 13 years of experience in the banking industry.

As a Private Banker at Private Banking 1859, Andrew has been working exclusively with National Bank Financial for over 8 years now, offering a personalized service to their clients for their banking and financing needs.

  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.