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.

Our team of experts

Collaborators

Our financial advisors | GK Financial Group | National Bank Financial - Wealth Management
Photo de Hanane Chebbi, Banquière privée senior, collaborateur et partenaire.

Hanane Chebbi

Banquière privée senior

Gestion Privée 1859
 

Avec plus de 10 ans d'expérience dans le secteur financier, Hanane est reconnue pour ses compétences en leadership et sa connaissance approfondie des services bancaires et des services de financements. En tant que banquier privé Senior, Hanane offre une gamme complète de solutions bancaires et de solutions de financements conçues spécialement pour les clients de la Financière Banque Nationale - Gestion de patrimoine.

Our financial advisors | GK Financial Group | National Bank Financial - Wealth Management
Vanessa Rodriguez, Representative Office in Paris, collaborator

Vanessa Rodriguez

Representative Office in Paris

National Bank

Our financial advisors | GK Financial Group | National Bank Financial - Wealth Management
Photo de Éric Harvey, Conseiller en sécurité financière, planification successorale, collaborateur et partenaire.

Éric Harvey

Conseiller en sécurité financière³

Cabinet d'assurance Banque Nationale
 

Bachelier en administration des affaires, spécialisation en finance des HEC Montréal, Éric est notre expert en assurance individuelle (particulier et commercial). Il s’est joint à l’équipe du Cabinet d’assurance Banque Nationale en 1999. Son expérience rendent possible le choix de l'assureur parmi l'éventail des sociétés qu’il représente. En intégrant le concept de gestion de patrimoine, il est en mesure de vous suggérer des scénarios qui vous assureront la protection que vous recherchez.

Son engagement : Vous guidez à chaque étape de votre planification d’assurance : de l’analyse initiale de votre situation au choix du meilleur produit d’assurance disponible en tenant compte de vos besoins et des conditions appropriées. Prêt à vous rencontrer à l’heure et l’endroit qui vous conviendra le mieux, Éric souhaite vous aider à prendre les décisions qui vous assureront une sécurité financière et une quiétude d’esprit.

Our financial advisors | GK Financial Group | National Bank Financial - Wealth Management
Photo of Lysane Tougas, Senior Advisor, Estate Planning, partner.

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.

  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.