A sports enthusiast, he originally envisioned a career in journalism after completing his Communications studies at McGill University. However, he ultimately turned to the financial industry in 1987, a pivotal year during which he joined Lévesque, Beaubien and met his spouse.
Since then, he has built a long and successful career within the same firm, earning his CFA designation and holding various positions, including Wealth Advisor and Branch Manager. As a Portfolio Manager, he launched a private equity portfolio in 2003 focused on long-term capital growth, providing clients with the benefits of discretionary portfolio management.
Curious by nature and passionate about investing and technology, he closely follows market opportunities and has a particular interest in the Apple ecosystem.
Outside of work, he enjoys sports such as golf and cycling, remains actively involved in football, travels to attend major sporting events, and pursues his passion for music and languages.
A graduate of HEC Montréal, Anik brings over 30 years of experience with National Bank Financial. Throughout her career, she has developed extensive expertise in the financial industry, along with a strong commitment to client service. Her professionalism, attention to detail, and caring approach enable her to guide clients with confidence and integrity. Her dedication and in-depth knowledge make her a trusted resource for both clients and colleagues alike.
Outside of her professional life, Anik is passionate about hiking, travel, and sports, which she enjoys as part of maintaining a healthy work-life balance. She places great value on spending quality time with family and friends and believes meaningful relationships are an important part of a fulfilling life. For many years, she has also been actively involved with the Gemini Foundation, a cause that is particularly close to her heart.
Known for her empathy and attentive listening skills, Anik places client relationships at the center of everything she does. She is committed to providing personalized guidance, helping clients gain peace of mind and allowing them to focus on what matters most to them.
Fondation Gemini supports families experiencing financial hardship by providing diapers and infant formula during the first months of their newborns’ lives.
As a member of the Board of Directors, Anik Beauchamp is actively involved in organizing fundraising initiatives and planning the distribution of donations, in collaboration with CLSCs and beneficiary organizations.
With a diverse professional background spanning multiple fields of interest and an entrepreneurial mindset, he stands out for his proactive approach and analytical thinking. Dynamic, curious, and attentive to others, he places great value on building strong interpersonal relationships.
While pursuing his university studies, he successfully completed the Canadian Investment Funds Course, confirming his strong interest in the financial industry. A graduate of the Université du Québec en Outaouais (UQO), he holds a Bachelor of Business Administration (B.B.A). He has also successfully completed the Canadian Securities Course and continues to pursue additional industry designations.
In August 2024, he joined our team as a Wealth Advisor to help ensure its long-term continuity. His role focuses on strengthening client relationships, enhancing our personalized service offering, and providing professional guidance to help clients achieve their financial goals through every stage of life. He also contributes to the growth and development of the team across all aspects of wealth management.
In his free time, he is passionate about fitness training and football.
With more than 30 years of experience at National Bank Financial as a Senior Wealth Associate, Délilah is a cornerstone of her team. Her professionalism, exceptional organizational skills, determination, and unwavering commitment to providing outstanding client service have earned her the trust and respect of both clients and colleagues.
Her extensive industry experience, attention to detail, and involvement in various committees and charitable organizations reflect her longstanding dedication and genuine desire to make a positive impact within her community.
Délilah also stands out for her role as a mentor. Her exemplary work ethic, dedication, and commitment to the professional development of others make her a source of inspiration to those around her every day.
Passionate about reading and animals, she embodies a perfect balance between professional excellence and authenticity.
Her career is both remarkable and inspiring, reflecting a professional journey built on excellence, consistency, and a deep commitment to her clients and peers.
Annie-Pier has been with National Bank Financial for over seven years, where she plays a key role as a Wealth Associate.
In her day-to-day responsibilities, she provides essential administrative support that contributes to the smooth operation of the team. Passionate about marketing and communications, Annie-Pier also helps promote the team’s initiatives and visibility. She actively contributes to content creation and the continuous improvement of tools and processes, leveraging her creativity and strong attention to detail.
Organized, proactive, and highly committed, she stands out for her ability to anticipate needs, streamline workflows, and build lasting relationships of trust with clients. Her dedication and versatility make her an important pillar of the team and a significant contributor to its success.
Outside of work, Annie-Pier has a strong passion for animals, plants, and nature, interests that reflect her caring nature and appreciation for the living world. She also expresses her creativity through drawing, a hobby that showcases her artistic talent and creative spirit.