Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

 

We are a team of eight engaged individuals, who strive to provide our clients the financial peace of mind they cherish. We collaborate with them in better defining their life goals.

We do this by undergoing a rigorous process that meets their expectations and adds value over the long term.

Our team works hard to make sure that the help we provide to our client's life journey leads to making a meaningful difference in their lives.

Our focus is client centered and client wins.

Our team of experts

Senior Wealth Advisor & Portfolio Manager
Picto langues parlées

English, French

Yanick holds a Bachelor in Commerce and Economics and the CIM® designation. 

He is Portfolio Manager and Senior Vice-President, Wealth Management at National Bank Financial. 

Yanick leads the Pagé Lamontagne Advisory Group which manages the accumulated wealth of prominent Quebec families.

He began his career as a Portfolio Manager for estates, trusts and court appointed accounts and has accumulated over 30 years’ experience in the investment industry.

Member of the Ridley College Board of Directors since 2017.  Member of the Board of Directors of Université de Moncton from 1998 to 2002, he also chaired the Investment Committee from 2000 to 2006. He is also involved in several charitable organizations, having served on the United Way Revenue Committee for six years.

In his spare time, Yanick is keen on skiing and travelling. He is very committed to the happiness of his family, which is his greatest source of joy.

Wealth Advisor & Portfolio Manager
Picto langues parlées

English, French

Éric holds a Bachelor in Economics and the CIM® designation. 

With over 25 years of experience at National Bank Financial, he is dedicated and committed to meeting the needs of the families under his leadership. As an altruist, he places great importance on client satisfaction and the well-being of his team members.

A former gymnast, Éric now enjoys walking and traveling. Furthermore, his family is a great source of happiness for him.

Wealth Advisor & Portfolio Manager
Picto langues parlées

English, French

Caroline holds a Bachelor of Business Administration as well as the CFA designation.

She is a Portfolio Manager with over 20 years of experience in the investment industry.

Caroline has extensive experience and knowledge of Global Real Estate and Absolute Return products.

Caroline's strengths include her exceptional analytical skills. 

She is a proud mother and an avid cyclist.

Wealth Advisor & Portfolio Manager
Picto langues parlées

English, French, Spanish

Teo holds a Bachelor of Business Administration with a major in Finance and the CIM® designation. 

Working his way up through the ranks, he started his career as an Investment Fund Accountant and then as an Institutional Account Manager in the Custodial Department. He then moved into securities and became a Wealth Advisor, Portfolio Manager at National Bank Financial.

Teo enjoys team sports such as hockey, soccer, baseball and travelling with his wife and two children.

Julie Vaillancourt

Associate

Our collaborators

Éric Harvey

Financial Security Advisor
National Bank Insurance Firm
Picto langues parlées

English, French

Éric has joined the team to help you with all your insurance needs. A member of the National Bank Insurance Firm since 1999, he is our personal insurance expert (Personal and Commercial), and he will guide you through every step of your insurance planning - from the initial assessment of your situation to selecting the best products and services for you. Always focused on assisting you with your decisions to ensure you achieve financial security and greater prosperity, Éric will meet with you whenever and wherever is most convenient for you.

Paul De Bonis

Senior private banker and team leader
National Bank Financial - Wealth Management

Lysane Tougas

Senior Advisor, Estate Planning and Advisory Services
National Bank Financial - Wealth Management
Picto langues parlées

English, French

Lysane has been a member of the Quebec Bar since 1998. She 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

  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.