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 is here

For any questions, don’t hesitate to contact us.

Our team of experts

Wealth Advisor & Portfolio Manager

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English, French

Steve has been Portfolio Manager and Wealth Advisor for National Bank Financial since 2006 and has been advising investors for over twenty years. His interest in investing led him to McGill University in finance and real estate to further specialize in financial analysis with the CFA designation. Following experiences ranging from trading on the floor of the stock exchange to private equity investment for a large Canadian pension fund, two ends of the investment spectrum, he became a portfolio manager for private and corporate clients and takes pride in helping them optimize all aspects of their financial lives.

He values family, integrity and respect while having a positive view of the world.

Recognized for his openness and discipline, his mission is to help his clients see clearly and protect them from the pitfalls of the financial world.

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English, French

Since starting his career in the industry in 2013, Sid has distinguished himself through his diligence and professionalism. Guided by values of ethics and transparency, he consistently applies these principles in his daily work. With a bachelor's degree in business administration and a certification as a financial planner, Sid has successfully shared his knowledge and expertise with his clients, offering a personalized approach that they greatly appreciate.

Passionate about financial optimization, Sid always finds creative and efficient solutions for developing financial plans. His contagious energy ensures that he brings a dose of good cheer to every interaction. Deeply involved in the community, particularly through sports, Sid has led and initiated several fundraising campaigns for community organizations. He is always ready to tackle new challenges head-on.

Orith Samson

Wealth Associate

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English, French

Orith is also a McGill alumna and somewhat of a veteran of the industry. She has over 15 years of financial services experience working for two other prominent financial institutions. 

She is fully licensed to trade securities and is responsible of administration, regulatory compliance and the day-to-day client service. 

Our partners

Our financial advisors | Goulet Advisory Group | National Bank Financial - Wealth Management
Photo of Martin Bissonnette, Financial Security Advisor

Martin Bissonnette, MBA

Financial Security Advisor

MBSC Stratégies d’Assurance partner of National Bank Insurance Firm (NBIF)

Our financial advisors | Goulet Advisory Group | National Bank Financial - Wealth Management
Nina Matar, Branch manager, Banking services

Nina Matar

Branch manager, Banking services

National Bank of Canada


  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.