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'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.

Our team of experts

Senior Wealth Advisor & Portfolio Manager
Picto langues parlées

English, French

Jean-François holds the title of Financial Planner with the IQPF, a BBA in Finance from the Université de Sherbrooke, an MBA from UQAM and the CIM® designation. He has been helping clients manage their finances and wealth for more than 20 years. Jean-François truly cares about his clients and always puts their needs first. He recommends the right strategies and solutions to help his clients achieve their professional and life goals.

Passionate about nature, Jean-François loves to travel, hunt and go snowmobiling. Devoted partner for more than 18 years, he enjoys sharing good meals and wine with his spouse Diane.

Jean-François is a member of the team’s Asset Allocation Committee. Among other things, he carefully manages his clients’ investment portfolios and closely follows the economy and markets.

Senior Wealth Advisor & Portfolio Manager
Picto langues parlées

English, French

Marc is an accountant by training and holds the title of CPA. He’s also a CFA (Chartered Financial Analyst). Over the past 20 years, Marc has managed the portfolios of large institutions and wealthy individuals. For some time, he was in charge of a team of investment professionals who handled more than $10 billion in assets.

Marc continues his beautiful love story with Louise. They love to travel and share their love of nature with their two boys.

Within the team, Marc is the Chief Investment Officer and is responsible for applying the strategy. He also carefully manages his clients’ investment portfolios and closely follows the economy and markets.

Wealth Advisor & Portfolio Manager
Picto langues parlées

English, French

Alexandre is married to Alexandra and has a son, James. Alexandre is a martial arts and combat sports enthusiast. After 30 years of training, he recently replaced the boxing ring by the kitchen. As a foodie, he loves to cook for his family and friends.

On the team, Alexandre is a member of the Asset Allocation Committee. Among other things, he carefully manages his clients’ investment portfolios and closely follows the economy and markets.

Maude Trudeau Lelièvre

Associate

Collaborators and partners

Yolaine Lemieux

Senior Personal Banker
National Bank of Canada

Yolaine works exclusively with investment advisors, she extends the existing advisory services provided by NBFWM by ensuring continuity in the execution of their clients’ wealth management strategies.                         

With more than 30 years of experience at National Bank, more specifically in financing. Yolaine is recognized for her rigor and her dedication to her clients. She is strongly supported by a team of banking and financing experts. Yolaine take pride in bringing personalized customer service with the right financial products, clients are definitely in good hands when it comes to plan and explore options for all of their banking and financing needs in any stage of life. Whether your current goals involve purchasing a first home, financing a child’s college education, or planning for retirement, Yolaine can help you make the best decisions with your financing and banking needs.

Yolaine is always ready to assist, should you have any specific questions, don’t hesitate to contact her, she will set up a time to meet and review your needs.

Mariam Kazeb

Senior Personal Banker
National Bank of Canada

Coming soon.

Youssef Gharib

Senior Financial Planning Advisor
National Bank Financial - Wealth Management

Youssef has a Bachelor’s degree in Finance from Concordia University (John Molson Schoo of Business), a Bachelor’s degree in Computer Science from the Lebanese American

University and is currently finishing his thesis to earn his Master’s degree in Taxation from the

University of Sherbrooke. He is a Financial Planner and a member of l’Institut québécois de planification financière.

Youssef has worked for the last 13 years providing financial services at National Bank. With his expertise in financial planning, he produces integrated financial plans and personalized solutions for National Bank Financial – Wealth Management clients, adapted to their financial and taxation needs. His professionalism shows through his commitment towards clients and his high quality of work.

Mélany Duquette

Senior Advisor, Estate Planning
National Bank Financial - Wealth Management

Coming soon.

Martin Bissonette

Insurance advisor
MBSC Stratégies - Partner of CABN

Coming soon.

Stéphanie Cournoyer

Insurance Advisor
MBSC Stratégies - Partner of CABN

Coming soon.

  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.