Our team

We mobilize the key experts to your success

We work together to achieve your unique vision

As a member of the National Bank Financial - Wealth Management team, we can draw on more than a century of know-how and the resources of one of Canada's largest financial groups

Our team is made up of highly qualified investment professionals to provide you with the best possible support in managing your wealth. Together, we have over 50 years of experience.

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

Senior Wealth Advisor & Portfolio Manager

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English, French

Martin Lacroix graduated with honours from La Cité in 1994 with a diploma in Business Administration, specializing in Finance; where he discovered the world of investing.

With over 28 years of experience as an Senior Wealth Advisor at National Bank Financial, he also holds the title of Portfolio Manager. His passion to share his knowledge and educate clients has helped him successfully establish strong and lasting client relationships.

Martin has been named Wealth Advisor of the year in Canada in 2017 and 10 times in his region; which is a true testament to his integrity and his commitment to his clients’ best interests.

In his free time, Martin enjoys playing hockey, biking and travelling with his wife and four children. He also likes to make a difference in his community by raising funds for Children's Hospital of Eastern Ontario (CHEO) and regularly donating to the Ottawa Food Bank.

Wealth Advisor & Portfolio Manager

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English, French

Dérick Duchesne is a Wealth Advisor and Portfolio Manager at National Bank Financial since October 2016. His main responsibilities are ensuring an ongoing commitment to our clients and participating in the implementation of investment strategies.

Derick completed his Bachelor in Business Administration - Finance at the Université du Québec en Outaouais in 2016 and obtained his Chartered Investment Manager (CIM®) designation in 2019. Recognized for his attention to detail and the well-being of our clients, Dérick is always available to answer questions and share his knowledge.

In his spare time, Derick enjoys biking and spending time outdoor with his spouse and 3 young children.

Wealth Advisor

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English, French

Maxime Lalonde has worked in the financial industry for more than 8 years following the successful completion of his Bachelor of commerce degree (major in finance) at the University of Ottawa in 2012.

In 2019, Maxime’s success in this industry was formally recognized when he was awarded the prestigious title of “Senior personal banker of the year” for Canada as a whole. Since January 2021, he has been working as a Wealth Advisor for National Bank Financial.

Maxime is undertaking this new challenge with his usual energy and enthusiasm and is eager to share his experience and expertise with the clients. He has always been known for his accessibility and for the top-notch client service he provides and he will be more than happy to guide you and to answer any questions you may have. His goal is to work in collaboration with you to devise a unique wealth management plan which will ensure your peace of mind while helping you achieve your financial goals and fulfill your dreams and aspirations.

In his spare time, Maxime likes to play soccer and enjoys downhill skiing. He is an avid traveler and, along with his wife and 2 young children, he wishes to continue exploring the world in order to broaden his horizons and uncover new and interesting cultures.

Mathy E.W. Inyongo

Wealth Associate

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English, French

Mathy E. W. Inyongo, has been a Wealth Associate at National Bank Financial since 2019. She successfully completed a Masters in Management Science at the Louvain School of Management and her Canadian Securities Course in Canada. After a banking experience in the Democratic Republic of Congo, her native country, she continued her career in Canada in the IT sector.

Facilitator for all your interactions with our service, pedagogue in your handling of digital tools, she is a valuable interlocutor and highly appreciated by our customers. Discreet and efficient, Mathy has a gentle approach and enjoys taking genuine care of our customers. A passionate cinephile, she enjoys screenplays and reading the opinions of film critics.

She is an epicurean who enjoys organizing dinners and socializing with her friends. But her greatest passion is her daughter Faith for whom she makes sure to be a model of self-realization and personal and professional accomplishment.

Sébastien Joachim

Wealth Associate

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English, French

Sébastien Joachim has been a Wealth Associate at National Bank Financial since 2017. Evolving in finance for several years, he is a pillar of our team. Authentic and attentive, he will answer your expectations and questions with responsiveness and professionalism. His knowledge has grown steadily in recent years, with the goal of providing the best possible service to our clients. He ensures rigorous monitoring of portfolios, in support of Martin Lacroix.

Note that in 2021 he won the very prestigious Elite Club award, which nationally rewards the 30 most deserving associates.

A passionate athlete, he enjoys the notion of surpassing oneself and regularly practices basketball and physical training. He has many personal projects and is fully committed to their achievements. The values of family, work and friendship are essential for him. Real globetrotter, he enjoys travelling and outdoor activities with his wife-to-be and their dog, Kobe.

Francine Anne Mercier

Wealth Associate

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English, French

Francine Anne gives her full attention to the client needs and her professional attitude show her dedication to our team and National Bank Financial. Her experience with the firm of over 20 years in several roles including assistant to the Branch Manager to Wealth Associate provide her with the knowledge to find solutions and support for us in helping our clients to achieve their financial goals.

In her spare time, she volunteers in community theatre and several personal causes. She loves art and all things related to cooking and the well-being of her family and close friends.

In 2018, she was nominated and selected to join the associates Elite Club of National Bank Financial.

Marie-Andrée Lajoie

Wealth Associate

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English, French

Marie-Andrée Lajoie joined the Martin Lacroix Wealth Management team as a Wealth Associate in February 2022. After graduating from the La Cite College Business Administration (Finance) program, she immediately began her career and now has over 7 years of experience in the wealth management industry.

Her desire to share her knowledge in finance, her work ethic, as well as her ability to communicate at a high level, led her to teach an introductory course in personal finance for 4 years at the same College that she graduated from.

Our clients appreciate the impeccable and professional service she provides them as a result of her dedication, passion, and attentiveness. Her interest in her work and the service she offers is backed by her endless journey to perfect her knowledge and to ensure exceptional quality. One of her strengths is to accompany, guide and help clients by finding solutions to solve their problems and answer their questions.

Family being a very important value for Marie-Andrée, she devotes her free time by doing all kinds of activities with her spouse and her two young children. Passionate about animals and nature, she loves outdoor activities such as hiking and snowshoeing the trails of our region.

Our expert partners

Susanne Greisbach, B.C.L., LL.B

Senior Advisor - Trust and Advisory Services

National Bank Financial – Wealth Management

Susanne holds a Bachelor of Civil Law (BCL) and Juris Doctor (JD) from McGill University, is a Trust and Estate Practitioner (TEP) and is a member of the Ontario Bar since 2010. Susanne joined National Bank as a Senior Advisor in Trust and Advisory Services in 2016.

Prior to joining National Bank, Susanne spent a number of years in a mid-sized firm in Ottawa working almost exclusively in areas of Wills, Trusts, and Estates Law. She brings this expertise to her role in assisting clients at NBF through their estate plan review and trust services.

When she’s not working, Susanne enjoys spending time with her husband and dog. She also likes to travel, especially to visit her family in the United States and Europe.

Daniel Cadieux

Life Insurance and A&S Insurance Agent

National Bank Insurance Firm³

Daniel holds a degree from Algonquin College in administration and marketing, and has been with National Bank Insurance Firm for more than 20 years. As a partner of the Martin Lacroix Wealth Management team, Daniel is the specialist linked to the corporate sector and Private Banking 1859 for the National Capital Region.

He takes the time to get to know each client so he can give them the best recommendations possible. He has access to all major Canadian insurance companies and works closely with legal and fiscal experts.

When he’s not at work, Daniel can be found playing a round of golf at the Camelot Golf & Country Club, where he’s been a member for more than 27 years. He also loves swimming, skiing, travelling and spending time with his wife and two kids.

Éric Préfontaine

Manager Commercial Banking

National Bank

Following his bachelor's degree in Business Administration (finance option) from the University of Quebec in Outaouais in 1994, Eric worked in the business field while being an Entrepreneur himself following his graduation. It was in June 2005 that Eric joined the National Bank as a Personal Financial Advisor and then worked his way up. Since October 2010, Eric is Director of Business Services and Real Estate Expert for the Ottawa region. Managing a portfolio of companies in various industries, Eric is an expert in construction, commodities, retail, franchising and also non-profit.

Eric has participated in various corporate events for the National Bank to raise funds for children. The most recent involvement was with United Way  Gatineau-Ottawa during the Move for Youth  event which raised a considerable amount in the spring of 2021.

Father of three children, Eric invested a lot of his free time and was involved during their youth in the practice of various sports. These being older now Eric regularly practices walking, cycling, snowshoeing and hiking. He enjoys spending quality time with his partner, family and friends.

  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

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