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 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

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English, French

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.

Wealth Advisor & Portfolio Manager

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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

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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

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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

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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

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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

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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. 

Nos partenaires

Our financial advisors | Lalonde Beaucage Group | National Bank Financial - Wealth Management
Photo of Martin Bissonnette, Financial Security Advisor

Martin Bissonnette, MBA

Financial Security Advisor

MBSC Stratégies d’Assurance partner of National Bank Insurance Firm (NBIF)

Our financial advisors | Lalonde Beaucage Group | 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.

Our financial advisors | Lalonde Beaucage Group | National Bank Financial - Wealth Management
Photo of Marc-Olivier Godbout, Senior Advisor, Financial Planning, Banking solutions for business, collaborator

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.

Our financial advisors | Lalonde Beaucage Group | National Bank Financial - Wealth Management
Photo of Harold Khacha, Personnal Banker

Harold Khacha

Personal Banker⁴

National Bank of Canada
 

Harold has been working at the National Bank for more than 16 years, particularly in specialized financing and banking solutions. He began his career as an advisor in banking solutions (partner for the IG Group), then joined Banque Nationale Gestion Privée 1859 as Director, Financing Solutions, where he learned to master specialized financing. He then made the jump to the National Bank network as a specialist in residential financing. In 2022, he joined the team dedicated to wealth management advisors to support our clients as a specialist in financing solutions.

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.  

  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.