Our financial advisors | Giard Advisory Group | National Bank Financial

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.

Schedule an appointment

Meet your Wealth Advisor

Simon Giard

Wealth Advisor

514-412-3126

simon.giard@nbc.ca

Simon Giard

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 Partners

Our financial advisors | Giard Advisory Group | National Bank Financial - Wealth Management

Photo of Marc-Olivier Godbout, Senior Advisor, Financial Planning, Banking solutions for business, collaborator

Marc-Olivier Godbout, CPA, MBA, Pl. fin.

Senior Advisor, Financial Planning¹

Wealth Management Solutions Group

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.

Our financial advisors | Giard Advisory Group | National Bank Financial - Wealth Management

Lysane Tougas

Senior Advisor, Estate Planning²

National Bank Financial - Wealth Management

Lysane 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.

Our financial advisors | Giard Advisory Group | National Bank Financial - Wealth Management

Photo of Lysane Tougas, Financial security advisor, partner.

Eric Harvey

Advisor, Financial Security³

National Bank Insurance Firm

With a bachelor's degree in business administration and a specialization in finance from HEC Montréal, Eric is our expert in individual insurance (personal and commercial). He joined National Bank Insurance Firm team in 1999. His experience makes it possible to choose the insurer from the range of companies he represents. By integrating the concept of wealth management, he can suggest scenarios that will ensure you the protection you are looking for.

His commitment: to guide you through every step of your insurance planning, from the initial analysis of your situation to the choice of the best insurance product available, considering your needs and the appropriate conditions. Ready to meet with you at a time and place that suits you best, Eric wants to help you make the decisions that will ensure you financial security and peace of mind.

Our financial advisors | Giard Advisory Group | National Bank Financial - Wealth Management

Mona Semaan

Financing Solutions Specialist⁴

National Bank of Canada

As a personal banker, Mona Semaan offers a full range of tailor-made banking and financing solutions through the various partnership agreements offered across the sector Banking services to National Bank Advisors.

Working with National Bank Financial Advisors, she enriches the existing advisory services provided by Advisor Banking Services by ensuring continuity in the execution of wealth management strategies by integrating the banking component into their overall approach.

With nearly 17 years of experience at National Bank, Mona is recognized for her thoroughness and her dedication to her clients.

Thanks to her excellent knowledge of the products offered, clients are definitely in good hands when it comes to planning and exploring options for all of their banking and financing needs.

Our financial advisors | Giard Advisory Group | National Bank Financial - Wealth Management

Zoltan Hortwart

Director, Business Services

National Bank Of Canada

Notes-legales-en

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.
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.
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.
Financing solutions are subject to credit approval by National bank.
For details and conditions of the offer, please contact your advisor.