With National Bank Financial since 2003, Mr. Lalonde has more than 30 years of experience in portfolio management and financial planning. Holder of a master’s degree in management, he was coordinator of the trading room and lecturer at HEC-Montréal. He was the recipient of the Regional Award for Excellence in Portfolio Management in 2012 for Sigma Management and recognized as a National Leading Portfolio Manager by Wealth Professional magazine in 2016, as well as ETF Champion by the same publication in 2017. In 2022, he won the Regional NBF Excellence in Wealth Management award.
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 experts at your service
Our multidisciplinary team aims to cover the many aspects of our clients’ wealth management needs. This team consists of seven professionals dedicated to portfolio management, financial planning and customer service. In addition, we can count on our extensive network of experts to meet all other specific needs such as taxation, estate planning, etc.
Senior Wealth Advisor & Portfolio Manager
Wealth Advisor & Portfolio Manager
English, French
Francois Beaucage has over 25 years of experience in portfolio management and financial planning. Prior to joining the team in 2016, he held various positions, including Vice-President-Private Clients for a major international bank. An economist by training, he quickly turned his career towards personal financial services because of human contact. In addition to portfolio management, he is responsible for the financial, retirement and estate planning within the team. In 2022, he won the Regional NBF Excellence in Wealth Management award.
Catherine Asselin PL. Fin, B.A.A, DESS Fiscalité
Financial Planner
English, French
Catherine Asselin has more than 10 years of experience in financial advice. She holds a bachelor's degree in management specialized in finance and a Graduate Diploma in Taxation. In 2023, she joined the Sigma Management Team as a financial planner. Due to her authenticity and her ability to build strong relationships, Catherine has the skill to surround herself with devoted, creative and knowledgeable professionals in order to meet her clients' requirements. Her goal is to preserve your assets and plan your future. She creates a safe space to have open communication. She improves by learning from people everyday and Catherine definitely take something away from it.
Marie-Ève de l'Étoile, B.Sc.
Senior Wealth Associate
English, French
Marie-Eve joined the Sigma Management Team in 2012. She has been working as a Wealth Associate for over 10 years. She holds a bachelor's degree in sociopsychology from Université de Montréal and successfully completed her Canadian Securities Course and the Conduct and Practices Handbook Course in 2006. She is the recipient of the 2017 Elite Club Award, intended for associates who exemplify the highest standards of professionalism. In 2022, she successfully completed the Wealth Management Essentials course.
Josée Arpin, B.A.A.
Senior Wealth Associate
English, French
Josée has been working in banking and investment for over 15 years. She worked as a personal finance advisor at National Bank before joining National Bank Financial in 2011 as a wealth associate. She holds a bachelor’s degree in commerce from McGill University and completed the Canadian Securities Course and the Conduct and Practices Handbook Course in 2008. She is the recipient of the 2021 Club Elite Award for associates who exemplify the highest standards of professionalism.
Andrée-Anne Boulay, B.A
Wealth Associate
English, French
Andrée-Anne holds a bachelor's degree in Public Relations communications. She has more than fifteen years of experience in customer service but has specialized in banking since 2014. Having worked in the fraud prevention sector all the way to the branch serving individual and commercial clients, she eventually joined the Sigma Management Team as an assistant. In 2022, she successfully completed her Canadian Securities Course and the Conduct and Practices Handbook Course, earning her the title of Wealth Associate.
Marie-Hélène Grenier, B.A.A
Assistant
English, French
Marie-Hélène has 15 years of experience in banking. She held several positions at National Bank before joining National Bank Financials’ Lalonde-Beaucage Group in the summer of 2022. Holder of a B.A.A in Business Administration from HEC Montréal, her organizational and interpersonal skills allow her to quickly take charge of our clients' needs or direct them to the right resource within our team.
