We are the Gélinas-Bossé Team

Professionals who listen to your needs.

Discover our team and our partners

Our mission is to become your main partner in regards to your global investment needs to build a long term relationship with you.

We offer our clients a personalized approach and a made-to-mesure investment portfolios. Moreover, we offer several services designed to complement our line of investment solutions in order to answer all your financial needs.

Our wealth management provides a comprehensive service in synergy with our partners to ensure that your wealth evolves in the right direction.

Over the years, our attentive approach and expertise have build our customer's trust and that is why our tagline is ...

Your trust is at the core of our passion !

 

Our commitment

Various aspects of our service proposal distinguishes us;

  • an experienced and passionate team with integrity who listens to their clients,
  • dealing directly with the portfolio managers,
  • long term business relationships,
  • our multi-services proposal of wealth management,
  • innovative and simple solutions resulting in peace of mind,
  • investment management geared towards capital preservation,
  • strict monitoring of your financial progress to ensure that you stay on track,

A winning relationship !

Our team

Wealth Management Advisor, Portfolio Manager, Vice-President
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English, French

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 an investment 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.  

Investment Advisor, Portfolio Manager
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English, French

I completed my bachelor's degree in business administration ( B.A.A. ) at HEC Montréal in 1992.

My experience in investing and consulting now goes back over 28 years. The clients and I have been through many successful economic cycles.

I am passionate, dedicated and curious person. This leads me to always stay well informed of developments in the world of wealth management.

My personal objectives are to advise and support in all stages of your financial life.

I am committed to providing you with quality personalized service focused on healthy management and according to your goals. I remain committed to offer you a high level or personalized service based on sound investment philosophy according to your objectives. My team and I are dedicated to offer you a complete wealth management approach.

My values are family, loyalty, respect and professionalism. I am interested in sports as well as nature, music and cinema. 

 

Nathalie Dubois

Senior Investment Associate
Picto langues parlées

English, French

I began my career at National Bank Financial ( formely Levesque Beaubien Geoffrion ) in 1996 as a sales secretary at Place Ville-Marie in downtown Montréal.

Given my personal interest in finance, I have successfully completed with honors the Canadian Securities ( CSC ) and conduct and pratice ( CPH ) courses.

The success of these courses provided me with the possibility to move forward in my career and became branch administrative assistant to many investment advisors and sales assistants.

Then in 2004, I decided to expand my knowledge within the industry and build closer relationships with clients by providing the best ongoing client service so I joined the Gélinas - Bossé Team in Laval as an investment associate.

In 2017, I was selected fot the National Bank Financial - Wealth Management Élite club recipients for my professionalism and outstanding work ethic.

Mother of two wonderful young adults Éloise and Sandrine, people remain at the heart of my priorities and it is always in this interest that I make all my decisions.

I am a great athlete who loves running. Besides this great passion, I practice hiking, alpine and cross-country skiing, snowshoeing, yoga and meditation.

Vegetarian, the culinary art also fascinates me enormously and allows me a great creativity and a beautiful sharing with people. 

Sylvie Bélanger

Associate
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English, French

I began my career in 1985 with a discount brokerage firm and for 13 years I held various positions until culminating as a manager of a new branch in Laval.

Subsequently, I took a career break in order to prioritize my family life while making the time to volunteer at the schools our three sons attented. They are now adults and we are are very proud, my husband and I, who I have met 35 years ago.

In 2015, I joined the Gélinas-Bossé Team in an innovative role which includes elaborating business development strategies to optimize our brand image. Among other things, I take care of communications, customer experiences, events, internet site management and social media.

In my spare time, I practice running, golfing, cycling, yoga and I love to paddle board in calm waters. I appreciate the benefits of instrumental music and the melodies of acoustic and spanish guitars.

Very early on, I had the passion for the exploration of new horizons, the wonder of the landscapes and the discovery of new cultures. Epicurean, refined and always ready to go on an adventure, I have a weakness for cruises, picturesque villages, art and good wine.

When my suitcases are packed, a Persian feline with sweet green eyes embellishes my life. 

Our partners

With the Gélinas-Bossé Team and partners... a coherent and efficient group. Our team and partners work in complete synergy to offer you a global wealth management proposition. A meeting will be an enjoyable experience that will inspire you trust.

Frédéric Lagacé

Financial security advisor, insurance, pensions and group savings

Partner of National Bank Insurance Firm inc. (NBIF)* The Groupe Lagacé et Associés, a financial service firm aligned with the financial goals of business leaders, professionals from all walks of life.

They offer independent advices and a client-centered approach:

- As a first line advisor or as an insurance expert complementing the expertise of a financial advisor, lawyer, notary, accountant or tax expert, their role is to clarify the financial vision and specific needs of the client.

- They analyse the means available to manage risks relating to business activities and shareholding, tax and financial risks, as well as risks in the personal realm: illness, disability, death.

- They craft a complete action plan, with scheduled actions and follow-up so they can track progress in meeting goals and adjust the strategy.

- They look for strategies and insurance products that can best support the financial plan and make adjustments, on an ongoing basis, as the needs or situation evolve.

- They help clients understand the various products and the way in which they work, they answer questions from other specialists that are less knowledgeable about the insurance industry. Gaining a deep understanding of the financial plan adds a layer of protection and helps in getting expected results.

Mr. Lagacé launched his own business over 20 years ago, fascinated by the possibilities insurance offered to create and protect wealth. He has spent as many years immersed in the affairs of entrepreneurs and professionals, and of the high net-worth individuals intent on protecting their loved ones and their assets.

Its integrity combined to its professionalism makes him a valued partner from our customers.

* National Bank Trust Inc. and National Bank Inc. are exclusive subsidiaries of National Bank of Canada which Securities are listed on the Toronto Stock Exchange ( NA: TSX )

Insurance products and services are provided by National Bank Insurance Firm (NBIF). NBIF is not a member of Canadian Investor Protection fund (CIPF). Insurance products are not protected by the CIPF.

Youssef Gharib, B.Com., D.Fisc., Pl. Fin.

Senior Advisor in Financial Planning

With his expertise in financial planning, he introduces integrated financial plans and personalized solutions adapted to their financial and taxation needs for National Bank Financial - Wealth Management for the north shore clients.

Youssef has a Bachelor's degree in Finance from Concordia University ( John Molson School of Business ), a Bachelor's degree in Computer Science from the Lebanese American University and is currently finishing his theses 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.

Furthermore, he has worked for the last 13 years providing financial services at National Bank. With his expertise in financial planning, he introduces integrated financial plans and personalized solutions adapted to financial and taxation needs for National Bank - Wealth Management clients of the north shore region.

Marie-Ève Paiement

Senior personal Banker

As Senior Personal Banker, Marie-Ève provides a full range of banking and lending solutions tailormade for clients of National Bank Financial - Wealth Management ( NBFWM ) for the north shore region.

Working exclusively with Investment Advisors, and as a complement to the existing advice provided by NBFWM, she assures continuity in the execution of their clients' wealth management strategies.

With over 8 years of experience in the financial industry most of it in the mortgage department, she is recognized for her leadership skills and considerable knowledgeable of banking, lending and financial services. Through a high level of communication skills and work ethic, clients are definitely in good hands when it comes to planning and exploring the options for all their banking and financial needs. Marie-Ève also holds a university certificate in Administration and Financial Planning.

 

The Taxation, Retirement and Estate Planning Team, from National Bank Trust

We work closely with this team of multidisciplinary experts who provide knowledge and advice that complement our service offering. There experts assist us in providing the best solutions for your personal finances related to taxation, retirement and estate planning.

 

* Insurance products and services are provided by National Bank Insurance Firm (NBIF). NBIF is not a member of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.

Contact us

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