Bryan Beaulieu

Senior Wealth Advisor & Portfolio Manager


More than 14 years in the financial sector, including more than 11 years in securities with National Bank Financial.


Responsible Investment Association (RIA)

RI Fundamentals for Retail Advisors – 2022

Institut québécois de la planification financière (IQPF)

Financial Planner training – 2012

Canadian Securities Institute (CSI)

Chartered Investment Manager (CIM®) – 2013

Futures Licensing Course – 2013

Options Licensing course – 2012

Canadian Securities Course – 2011

Université du Québec de Trois-Rivières (UQTR)

Bachelor of Business Administration, Finance option – 2008


A native of Trois-Rivières, Bryan completed a Bachelor of Business Administration, Finance option in 2008. He started his career working at National Bank, and in 2011, he became an investment advisor then a portfolio manager at National Bank Financial. In 2012, he qualified as a financial planner and registered for the Institut québécois de planification financière (IQPF).

Bryan is also very involved in the community and sits on the board of directors of Collège Laflèche and on the board of directors of the Fondation du Collège Laflèche. Over the years, he has supported several causes, including the Maison Albatros and the Club de Canoë-Kayak de Trois-Rivières.

Bryan loves the great outdoors—salmon fishing, playing golf, mountain biking and gardening—and spending time with his family and two sons. 

Social involvement

  • Organized the Fondation Normandin golf tournament –- 2022
  • Collège Laflèche board of directors – Depuis 2021
  • Fondation du Collège Laflèche board of directors – Since 2015
  • Fondation Maison Albatros board of directors – Since 2017
  • Club de Canoë-Kayak de Trois-Rivières board of directors – 2012 to 2016