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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English, French

An irreplaceable financial advisor; this is the mission that Jean Martel has been pursuing for over 20 years. He holds a bachelor’s degree from Concordia University, as well as the title of Chartered Investment Manager (CIM).

Jean Martel has accumulated an extremely diverse expertise over the course of his career, this have given him an in-depth knowledge of the tendencies and fluctuations of the markets. A rigorous yet conservative management style has allowed him to offer a superior service to his clients; providing consistent earnings while still managing risk.

Backed by one of the most solid financial institutions in the country, Mr. Martel has the necessary expertise to advise you in all aspects of wealth management. Aided by a group of experts that can satisfy your every need, Jean will help you personally develop the best strategies to magnify your wealth, all while protecting your assets.

On top of a personalized service, his clients will benefit from state-of-the-art technology and an offer of products and services among the most innovative in the industry.

Our collaborators

Our financial advisors | Groupe de gestion de Patrimoine Jean Martel | National Bank Financial - Wealth Management
Photo of Lysane Tougas, Financial security advisor, partner.

Eric Harvey

Advisor, Financial Security³

National Bank Insurance Firm
 

Our financial advisors | Groupe de gestion de Patrimoine Jean Martel | National Bank Financial - Wealth Management
Photo of Lysane Tougas, Senior Advisor, Estate Planning, partner.

Lysane Tougas

Senior Advisor, Estate Planning²

National Bank Financial - Wealth Management
 

Lysane obtained her Bachelor of Law degree from the Université de Montréal and a Master's degree in taxation in 2004.

Lysane has extensive experience in will and estate planning as well as tax law. She worked at major law and accounting firms for several years.

She helps our team offer committed and high-quality advisory services. Empathetic and open, she puts her expertise to work for our clients and listens attentively to their wishes to draw up an estate plan that achieves their goals.

The Taxation, Retirement and Estate Planning Team, from National Bank Trust

We work closely with this team 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.

National Bank Insurance Firm

Each of our clients has specific insurance needs and objectives. 

That's why we created National Bank Insurance Firm in 1996. Our specialists at National Bank Insurance can provide you with sound advice and meet all your insurance needs.

Improve your financial situation 

From the outset, we define a clear and accurate picture of your financial situation and review it with you regularly. We will work with you to draw a list of medium- and long-tenn goals. and recommend the most effective solutions to achieve those goals. 

Whether you need : 

  • Life insurance
  • Critical dIness insurance
  • Disability insurance
  • Long-term rare insurance
  • Adtisorv services 

We help you mainte in peace of minci in face of lites uncertainties. 

Make our advisor your best ally in insurance planning 

Eric Harvey, your personal insurance expert (Personal and Commercial), joined National Bank Insurance Firm in 1999. 

He will guide you at every step of your insurance planning - from the initial assessment of your situation to selecting the best products and services for you. Éric Harvey is ready to meet with you when and where it is most convenient for you. He can help you with decisions to ensure your financial security and achieve greater prosperity. 

  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.