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 team of experts

Wealth Advisor & Portfolio Manager

Portfolio Manager & Wealth Advisor

Wealth Advisor & Portfolio Manager

Cynthia Riel

Senior Analyst in Wealth Management

Our administrative team

Lise Houle

Senior Wealth Associate

Julie Chicoine

Wealth Associate

Vickie Turbide

Associate

Our partners

Our financial advisors | Moreau Dumont Moreau Financial Group | National Bank Financial - Wealth Management
Photo of Marta Krotchi, SME Director, partner.

Marta Krotchi

SME Director
National bank of Canada⁴
Our financial advisors | Moreau Dumont Moreau Financial Group | National Bank Financial - Wealth Management
Photo de Mylène St-Amand, Mortgage Development Director, National bank of Canada, membre de l'équipe expert.

Mylène St Amand

Mortgage Development Director⁴

National Bank of Canada
 

Our financial advisors | Moreau Dumont Moreau Financial Group | National Bank Financial - Wealth Management
Photo de Christelle Malenfant, Conseiller principal, planification successorale, membre de l'équipe expert.

Christelle Malenfant

Senior Advisor, Estate Planning²
National Bank of Canada
Our financial advisors | Moreau Dumont Moreau Financial Group | National Bank Financial - Wealth Management
Photo of Marie-Josée Lefebvre, Financial security advisor, member of the team of experts.

Marie-Josée Lefebvre

Financial security advisor³

National Bank Insurance Firm
 

Our financial advisors | Moreau Dumont Moreau Financial Group | National Bank Financial - Wealth Management
Photo de Mariam Kazeb, Banquière personnelle, financement  Banque Nationale, membre de l'équipe expert.

Mariam Kazeb

Personal Banker⁴

National Bank of Canada
 

As a personal banker, Mariam Kazeb offers a full range of customized banking and financing solutions through the various partnership agreements offered throughout the sector: National Bank Advisor Banking Services.

These agreements allow Independent Advisors to have access to a range of banking and financing solutions to help them complete their overall approach and thus add value to their client relationships.

Working with National Bank Financial Advisors, Mariam complements the existing advisory services provided by Advisor Banking Services by ensuring continuity of the execution of wealth management strategies by integrating the banking component into their overall approach.

With over 10 years of experience at National Bank, Mariam is recognized for her rigor and dedication to her clients. Thanks to her excellent knowledge of the product offered, customers are definitely in good hands when it comes to planning and exploring options for all their banking and financing needs.

Our financial advisors | Moreau Dumont Moreau Financial Group | National Bank Financial - Wealth Management
Photo of Danill Svet, Advisor, Banking Services

Danill Svet

Advisor, Banking Services⁴

National Bank of Canada
 

  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.