- 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.
- 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.
- 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.
- Financing solutions are
subject to credit approval by National bank.
- For details and conditions of the offer, please contact your advisor.
We work together to achieve your goals
We have been working in the wealth management for over 20 years. After completing a bachelor's degree in business administration and a certificate in law, Brigitte worked for several years for large Canadian banks, advising a high-end clientele on their investment matters.
Wealth management means offering investment advice while keeping in mind the overall financial objectives of our clients.
As a member of the National Bank Financial - Wealth Management team since 2008, we can rely on more than a century of expertise and we are supported by one of the largest financial groups in the country. The members of our team have the experience and the know-how, and we benefit from a multitude of resources necessary to help you achieve your investment goals.
Our team of experts
Wealth Advisor & Portfolio Manager
Our partners
Jean-Françoys Gauvin
Senior Advisor, Financial Planning1
National
Bank Financial - Wealth Management
Benoit Constantineau
Director, Fiduciary Services2
National
Bank Trust
Vanessa Houghton
Senior Financial Planner1
National Bank Financial - Wealth Management
