Mr. Lalonde has been with National Bank Financial since 2003 and has more than 30 years of experience in portfolio management and financial planning. He holds a master’s degree in management, was a trading room coordinator and a lecturer at HEC-Montréal. As one of the pioneers in ETFs in Quebec, his knowledge and philosophy on portfolio management are regularly solicited in recognized economic journals such as LesAffaires (FR) or Finances et Investissement (FR). Education, good risk management and customer satisfaction have always been core values in his career.
Our financial advisors | Lalonde Beaucage Group
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
Senior Wealth Advisor and 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.
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. 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.
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.
Our partners
Martin Bissonnette, MBA
Financial Security Advisor3
National Bank Insurance Firm
MBSC
Stratégies D'assurances
Lysane Tougas
Senior Advisor, Estate Planning2
National
Bank Financial - Wealth Management
Marc-Olivier Godbout, CPA, MBA, Pl. fin.
Senior Advisor, Financial Planning1
Wealth
Management Solutions Group
Marc-Olivier holds a bachelor's degree and a graduate diploma in accounting as well as an MBA. He is a member of the Ordre des comptables professionnels agréés du Québec (CPA) and the Institut québécois de planification financière (IQPF).
After working for more than 10 years in financial analysis, Marc-Olivier has been a financial planner serving high-net-worth clients for over 5 years. National Bank Financial – Wealth Management clients benefit from his holistic approach to financial planning to help them achieve their life goals. The resulting value-creating recommendations are presented in a simple, clear and professional manner to make implementation easier.
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.
- 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.
