Meet our Team

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

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English, French

Roberto enjoys working closely with clients to create a comprehensive financial plan for them.  He focuses on portfolio design and management.

Roberto is an Senior Wealth Advisor  who has spent the last 23 years helping his clients reach their financial goals.  He graduated from Concordia University with a BComm (Finance) with honours. He completed his Master’s in Business Administration (MBA) at McGill University.

In his free time, Roberto is an avid golfer and outdoor enthusiast.  He has been working on honing his BBQ skills for many years and thoroughly enjoys the art of cooking.  He resides on Montreal’s south shore and spends weekends in Bromont taking in the beautiful landscapes of the Eastern Townships.  Roberto and his wife Chantal love spending time with their six children and two dogs.

Senior Wealth Advisor & Portfolio Manager

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English, French

Terry works with clients to create long-term and guided growth in their investment portfolios. He focuses on customer satisfaction, portfolio design and management.

Terry is a Certified Investment Manager and has spent the last 29 years helping clients reach their investment goals. He is a Fellow of the Canadian Securities Institute. The FCSI is the pinnacle of financial services credentials and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.

In his free time, Terry enjoys writing and adventure travel philanthropy. He holds the distinction of having climbed Mount Kilimanjaro seven times to raise money for Canadian charitable organisations. Terry and his wife live on the south shore of Montreal, Quebec with their children and grandchildren nearby.

Wealth Advisor

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English, French

Marco has a Bachelor’s of Business Administration degree from Université du Québec à Rimouski. He earned the title of Financial Planner from the IQPF and is registered with the Autorité des marchés financiers as a Financial Security Advisor³ for NBF Financial Services Inc. With more than 20 years of experience in the financial industry, Marco can put his expertise to work for you by offering solutions that are suited to your needs.

Marco’s mission as an Wealth Advisor is to forge working relationships built on trust and openness. He will answer your questions clearly and help you reach the goals you have set for managing your wealth.

Marco enjoys spending his free time with his spouse or friends and discovering all Quebec has to offer.

Jo-Ann Forrest


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English, French

Jo-Ann manages all our clients’ accounts, organizes and oversees the administration of recordkeeping. She has more than 30 years of experience in the financial industry that includes work at Canadian insurance companies and independent brokers. Her expertise in life insurance products and related regulations make her an invaluable member of our team.

She holds a Bachelor of Arts degree with a major in Economics from Concordia University.

Jo-Ann has a passion for cooking, reading and her country home. She always has a renovation project on the go.

Christine Allard

Senior Wealth Associate

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English, French

Christine has over 40 years of experience in the finance industry and has been with National Bank Financial for almost 15 years. Her vast experience, knowledge of our firm's operations and especially her expertise in customer service make her an excellent addition to our team.

Christine loves to cook and to take long walks on sunny summer days.

Hilary Millaire


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English, French

Hilary completed her bachelor's degree in finance at HEC Montréal. She also holds a bachelor’s degree in education from the Université de Sherbrooke and a life and health insurance from the AMF. She begins her career in the financial services as part of our NBF team.  She is an important asset for the management of our clients’ accounts and the follow-up of files.

In her day-to-day life, Hilary is passionate about physical activity and healthy lifestyles. She loves to cook, travel, and spend time with family and friends.

Our partners

Our financial advisors | Galassi Soucy 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 | Galassi Soucy Wealth Management 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 | Galassi Soucy Wealth Management 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

As a personal banker, Mariam Kazeb offers a full range of customized banking and financing solutions through the various partnership agreements offered throughout the sector: National Bank Advisor Banking Services.

These agreements allow Independent Advisors to have access to a range of banking and financing solutions to help them complete their overall approach and thus add value to their client relationships.

Working with National Bank Financial Advisors, Mariam complements the existing advisory services provided by Advisor Banking Services by ensuring continuity of the execution of wealth management strategies by integrating the banking component into their overall approach.

With over 10 years of experience at National Bank, Mariam is recognized for her rigor and dedication to her clients. Thanks to her excellent knowledge of the product offered, customers are definitely in good hands when it comes to planning and exploring options for all their banking and financing needs.

Our financial advisors | Galassi Soucy Wealth Management Group | National Bank Financial - Wealth Management
Photo de Jean-Françoys Gauvin, Senior Advisor, Financial Planner, Partner.

Jean-Françoys Gauvin

Senior Advisor, Financial Planning¹

National Bank Financial - Wealth Management


  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.