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

Wealth Advisor & Portfolio Manager
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French, English

Jean Philippe has been with National Bank since 1998. He has been working with NPOs, associations, entrepreneurs and professionals since 2003, therefore he knows well their business dynamics. He will be able to bring sound advice to your financial management.

Olivier Babineau-Jacques

Investment Analyst

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French, English

Joining National Bank Financial in 2016, Olivier excels in his relationship with clients on a daily basis. His deep dedication ensures unparalleled customer service.

Francis Martin

Wealth Associate

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French, English

Francis joined National Bank Financial in 2016 and more recently worked under the umbrella of Private Banking 1859, after obtaining his undergraduate degree in finance from the John Molson School of Business.

During part of his studies in Germany, Francis discovered a passion for alternative investments as well as international politics.

Our colleagues

Eric Harvey

Financial security advisor

National Bank Insurance Firm

Lysane Tougas, LL.B., LL.M.Fisc.

Senior Advisor | Estate and advisory services

National Bank Financial - Wealth Management

  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.