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.

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 collaborators

Martin Bissonnette, MBA

Financial Security Advisor
National Bank Insurance Firm

Mr. Bissonnette contributes to our mission to help in all aspects of our clients' financial lives. From mortgage insurance to complex tax strategies, he helps us protect their risks effectively and efficiently.

Nina Matar

Branch manager, Banking services
National Bank of Canada

The bank advisors at our partner branch contribute to our mission to help in all aspects of our clients' financial lives. From bank accounts to financing of all kinds to credit cards, our experts allow them to take advantage of our best offers – and better terms.


  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.