Cynthia Toupin

Wealth Advisor


Experience

Cynthia has been working in the financial industry for more than 19 years. She joined National Bank Financial in July 2016 as a Wealth Advisor.

Certification

Responsible Investment Association (RIA)

RI Fundamentals for Retail Advisors – 2022

Canadian Securities Institute (CSI)

Wealth Management Essentials – 2018

Canadian Securities Course – 2016

BIOGRAPHY

Cynthia is from Cap-de-la-Madeleine. She has always considered savings strategies to be highly important when preparing her client files. Cynthia has worked in many areas, including credit and banking services, as well as related services such as personal insurance and mortgage brokerage. She stood out at a very young age as a manager and a branch manager at HSBC from 2003 to 2008, and then joined National Bank as a Personal Banking and Small Business Advisor.

 

Throughout her previous professional experiences, Cynthia demonstrated her relationship skills, leadership and professionalism. She knows how to listen to her clients’ needs.

Today, she is still pursuing her career in the National Bank family in a high-performing, professional team, offering a wide range of specialized services via National Bank Financial. She has obtained Canadian financial accreditation acknowledging her expertise in the area of responsible investment.