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 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.

Meet your Wealth Advisor

Wealth Advisor

Picto langues parlées

English, French

Passionate about finance and the possibilities it provides, Simon loves discovering the unique stories of everyone he meets and helping his clients reach their full financial potential by growing their financial assets, protecting their wealth and put in place a realistic financial plan corresponding to their aspirations and dreams.

Lawyer and holder of an MBA, Simon has over 14 years of experience in finance, law and entrepreneurship. Having worked with several types of clientele, he will understand your unique reality and he will be able to offer you solutions that are exclusive to your situation.

Unique experiences and skills:

  • Entrepreneurs and complex financial situations
  • Extensive experience in real estate
  • Commercial, real estate, agricultural and personal credit
  • Legal, health and administrative professionals
  • World of arts and culture

Our Collaborators

Marc-Olivier Godbout, CPA, CA, MBA, F. Pl.

Senior Advisor, Financial Planning ¹

Wealth Management Solutions Group

Picto langues parlées

English, French

Marc-Olivier holds a bachelor's degree and a graduate diploma in accounting as well as an MBA. He is a member of the Ordre des comptables professionnels agréés du Québec (CPA) and the Institut québécois de planification financière (IQPF).

After working for more than 10 years in financial analysis, Marc-Olivier has been a financial planner serving high-net-worth clients for over 5 years. National Bank Financial – Wealth Management clients benefit from his holistic approach to financial planning to help them achieve their life goals. The resulting value-creating recommendations are presented in a simple, clear and professional manner to make implementation easier.

Lysane Tougas, LL.B, LL.M Fisc.

Senior Advisor, Estate Planning and Advisory Services ²

National Bank of Canada

Picto langues parlées

English, French

Lysane has been a member of the Quebec Bar since 1998. She obtained her Bachelor of Law degree from the Université de Montréal and a Master's degree in taxation in 2004.

Lysane has extensive experience in will and estate planning as well as tax law. She worked at major law and accounting firms for several years.

She helps our team offer committed and high-quality advisory services. Empathetic and open, she puts her expertise to work for our clients and listens attentively to their wishes to draw up an estate plan that achieves their goals.

Éric Harvey

Financial Security Advisor

National Bank Insurance Firm ³

Picto langues parlées

English, French

Éric has joined the team to help you with all your insurance needs. A member of the National Bank Insurance Firm since 1999, he is our personal insurance expert (Personal and Commercial), and he will guide you through every step of your insurance planning - from the initial assessment of your situation to selecting the best products and services for you. Always focused on assisting you with your decisions to ensure you achieve financial security and greater prosperity, Éric will meet with you whenever and wherever is most convenient for you.

Mona Semaan

Financing Solutions Specialist ⁴

National Bank of Canada

Picto langues parlées

English, French

Jalal Eid, MBA

Senior Private Banker

Private Banking 1859

Picto langues parlées

English, French

Zoltan Hortwart

Director, Business Services

National Bank of Canada

Picto langues parlées

English, French

Notes-legales-en

  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.