Our team

Integrity, conviction and performance

We work together to achieve your goals

Our team of finance and customer service professionals will help you manage your wealth. They'll help you choose the products best suited to your needs.

We're driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

We’re a multidisciplinary team of experienced wealth management advisors.

We’re proud to be part of the Association des gens d’affaires de Brossard in the roles of President and Treasurer

The Association des gens d’affaires de Brossard is a non-profit organization with over a hundred members from different areas of business, including retailers, manufacturers, entrepreneurs, business leaders and self-employed workers.

Founded in 1992, the Association des gens d’affaires de Brossard offers networking opportunities, training and recognition activities for businesspeople in Brossard and the surrounding area.

To fulfil its mission, the Association des gens d’affaires de Brossard organizes a wide range of activities including company visits (during morning meetings or after-work drinks), training workshops, dinner seminars, a golf and networking event, a business fair, an awards gala and much more.

Our team of experts

Wealth Advisor
Picto langues parlées

English, French

As a wealth advisor with more than 30 years of experience, I’ve developed solid expertise, keen instincts and highly specialized knowledge that I put to work for my clients on a daily basis.

I firmly believe that trust, transparency and financial education are the cornerstones of a healthy business relationship. It’s a partnership, where we can talk openly about ideas, concepts and your concerns, so that together we can find the solutions that best align with your objectives and constraints.

My approach is based on a rigorous wealth management process that ensures all of your needs are taken care of simply and effectively. I am your go-to source of information for all your financial needs.

Brian

Véronique Kisovec

Senior Analyst in Wealth Management
Picto langues parlées

English, French

  

After studying biochemistry at the bachelor’s level and taking a bachelor’s degree in operations management, I spent 25 years working in retail and customer service. The human side of business has always been a priority for me.

I joined the Gagné Strategies Group team because I wanted to put my scientific background to use in the financial sector. I wanted the opportunity to apply my vision and convictions to develop best business practices in line with environmental, human and governance principles.

As a change agent, I’m skilled at adapting to new realities and leveraging my work in the financial sector to benefit the environment, families and entrepreneurs.

Our collaborators and partners

Our financial advisors | Gagné Strategies 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 | Gagné Strategies Group | National Bank Financial - Wealth Management
Photo of Marie-Josée Lefebvre, Financial security advisor, member of the team of experts.

Marie-Josée Lefebvre

Financial security advisor³

National Bank Insurance Firm
 

Our financial advisors | Gagné Strategies Group | National Bank Financial - Wealth Management
Photo de Mariam Kazeb, Banquière personnelle, financement  Banque Nationale, membre de l'équipe expert.

Mariam Kazeb

Personal Banker⁴
National Bank of Canada

  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.