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 & Portfolio Manager 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 a Financial Security Advisor registered with the Autorité des marchés financiers. 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.

Contact us

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