Biographies
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Senior Wealth Advisor & Portfolio Manager
Passionate about sports with a degree from McGill University in communications, I was planning a career as a sports journalist until I met the field of business and finance. So, I branched off and in the spring of 1987 I experienced an eventful period having started my career at Lévesque Beaubien and met my future wife in the same week !
In short, still in the same firm and married to the mother of our children, we can say that stability and consistency are two outstanding elements in my career and my personal life.
Over the years, I obtained the title of chartered financial analyst ( CFA ) in the portfolio management department of our firm, before becoming a wealth advisor and branch manager in Laval for 5 years.
As portfolio manager, we launched our own private Portfolio in 2003 to offer our clients the benefits of discretionary management with quality securities focused on long-term capital growth.
Avid reader, constantly on the lookout for new investment opportunities and marveling at the possibilities offered by new technologies, my expertise goes well beyond investments because, as a big fan of the Apple ecosystem, I am occasionally a reference on everything related to the products and services of this company, having even attended an annual shareholders meeting in California.
When I'm not busy scouting for investment opportunities, I golf, cycle and take long walks. Father of three sons, I was also actively involved as a football coach for several years.
In order to discover new horizons as a travel and sports lover, I combine the two annually to attend football and baseball games outside the province.
Great music enthousiast, I love listening to artist of all types and also practice the drums to relax and unwind. Finally, in order to learn a third language, I regularly watch a variety of Spanish films with subtitles.
Wealth Advisor & Portfolio Manager
A graduate of HEC Montréal, Anik has more than 30 years of experience with National Bank Financial. Over the years, she has developed in-depth expertise in the financial industry, along with a strong commitment to client service, enabling her to support her clients with diligence, professionalism, and care. Her unwavering dedication and extensive knowledge make her a trusted resource for both her clients and colleagues.
Outside of work, Anik is passionate about hiking, travelling, and staying active, pursuits she enjoys as a way to maintain a healthy and fulfilling balance in her life. She greatly values quality time and meaningful connections with those closest to her, whether with family or friends. She has also been actively involved with the Gemini Foundation for several years, a cause that is particularly close to her heart.
With her genuine empathy and attentive approach, Anik puts client relationships at the heart of her priorities. She is committed to providing personalized guidance that gives her clients greater peace of mind and allows them to focus their time and energy on what matters most to them.
Anik Beauchamp and Fondation Gemini
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.
Wealth Associate
With a diverse background of experience from multiple fields of interest and an entrepreneur at heart, he stands out for his proactivity and analytical mind. Dynamic, curious and attentive to people, he values interpersonal relationships.
Along with his university studies, he undertook and completed the investment funds course in order to validate his interest in the world of finance. A graduate of the Université du Québec en Outaouais (UQO), he holds a bachelor’s degree in business administration (BBA). He has also successfully completed the Canadian Securities Course and is pursuing additional designations.
He joined our team in August 2024 as an associate wealth management advisor to ensure its continuity. His mandate is to take care of the relationships with our clients to strengthen our personalized service offering and ensure professional follow-up by accompanying them towards achieving their financial goals through their life events. He will also be responsible for developing and supporting our team in all aspects of wealth management.
In his spare time, he is passionate about physical training and football.
Délilah Beech
Senior Wealth Associate
With over 30 years of experience at National Bank Financial – Wealth management as a senior wealth associate, Délilah is an asset to the team.
Her professionalism, organized skills, determination, and outstanding customer service make her a reference and an excellent resource for clients and peers. Her extensive experience and involvement in committees and charities make her an exceptional individual.
Délilah is recognized for her mentoring role among her peers. Her work ethic, combined with her dedication and commitment to the professional development of others, makes her a true source of inspiration. Her career path is a model of success and dedication, marking a remarkable career!
Annie-Pier Lépine
Associate
Annie-Pier has been working at National Bank Financial – Wealth Management for over five years as an assistant. In her day-to-day role, she provides diligent administrative support while delivering attentive, prompt, and personalized client service. Passionate about marketing, she also showcases the team’s initiatives with creativity and professionalism. Organized, proactive, and committed, she stands out for her ability to build trusting relationships with clients and make a meaningful contribution to the team’s success.
