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 support you in managing your wealth. They will help you choose the products best suited to your needs.

We're 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

Senior Wealth Advisor & Portfolio Manager

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English, French

Sylvain has a bachelor's degree in Business Administration and solid training in securities.

His greatest strength is his experience.

Since 1998, Sylvain has closely monitored market fluctuations, tracked the progress of large and small businesses, and kept abreast of new products and services. He leverages his extensive experience and his ability to easily identify financial opportunities to build lasting client relationships through a reliable, highly professional portfolio management experience.

His many years of experience allow him to act as a trainer for new Wealth Management advisors at National Bank Financial Wealth Management.

Sonia Champagne

Wealth Associate

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English, French

Sonia has extensive experience in the financial sector and has worked with Sylvain since 1996. She completed her Canadian Securities Course in 2007.

Sonia is known for her professional attitude, her sense of initiative and her outstanding customer service skills. With her numerous years of experience within our organization, she has developed a comprehensive understanding of clients' needs and files, making her an exceptional contributor.

Patricia Haworth

Wealth Associate

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English, French

Patricia joined the team in 2021. She has more than 25 years of experience in human resources management. Her expertise centres on managing benefits, savings plans and pension plans. This has enabled her to build relationships with key players in the industry.

She has successfully completed the training that gives her access to the title of Wealth Associate.

Clients appreciate her excellent communication skills, her ability to explain concepts in simple terms and her proactive approach. Her excellent communication skills, her interpersonal approach and her proactive nature are major assets that are greatly appreciated by her clients. Her bilingualism is also an added value to the team.

Our partners

Our financial advisors | Marleau Wealth Management | National Bank Financial - Wealth Management
Photo de Jean-Françoys Gauvin, Conseiller senior, Planification financière, collaborateur

Jean-Françoys Gauvin

Senior Advisor, Financial Planning¹

National Bank Financial - Wealth Management
 

Our financial advisors | Marleau Wealth Management | National Bank Financial - Wealth Management
Photo of Brigitte Savard, Senior Advisor, Financial Planning, partner

Brigitte Savard, F. Pl.

Senior Advisor, Financial Planning¹

National Bank Financial - Wealth Management
 

Our financial advisors | Marleau Wealth Management | National Bank Financial - Wealth Management
Photo of Jean-Francois Gobeil , Financial Planner, partner

Jean-Francois Gobeil

Financial Planner¹

National Bank Financial - Wealth Management
 

Our financial advisors | Marleau Wealth Management | National Bank Financial - Wealth Management
Photo de Mélina Konzak, Senior Advisor, Estate Planning, partner

Mélina Konzak, LL.M D.D.N. JD

Senior Advisor, Estate Planning²

National Bank of Canada
 

Mélina earned her bachelor’s in Civil Law at the University of Sherbrooke in 2011, subsequent to having earned her bachelor’s degree in Sociology and International Relations from York University in Toronto in 2007. She pursued her studies to become a member of another Canadian Bar Association by studying for her Juris Doctorate and completing her master’s degree in Common Law in 2012 at the University of Sherbrooke. Passionate about accompanying clients in their estate planning process, she completed her diploma in Notarial Law at the University of Montréal in 2013 and was sworn into the Chamber of Notaries in 2014, subsequent to articling in private practice.

Our financial advisors | Marleau Wealth Management | National Bank Financial - Wealth Management
Photo of Benoit Constantineau, Director, Fiduciary Services, partner

Benoit Constantineau

Director, Fiduciary Services²

National Bank Trust
 

Our financial advisors | Marleau Wealth Management | National Bank Financial - Wealth Management
Photo of Lysane Tougas, Senior Advisor, Estate Planning, partner.

Liette Massé

Senior Analyst, Estate Planning³

Améthys Group in partnership with National Bank Insurance Firm
 

  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.