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

Senior Wealth Advisor & Portfolio Manager

Picto langues parlées

English, French

Serge Paiement has been with National Bank Financial since 1986. He has a Bachelor of Commerce from Concordia University (1984) and completed his professional training by taking the courses needed to be recognized as a Portfolio Manager in 2009. His main areas of advisory expertise are asset management and tax, financial and estate planning. Serge sees himself as a quarterback when it comes to managing client files. He acts as the primary financial advisor for a number of clients.

In addition to being an Investment Advisor and Portfolio Manager, Serge was a Branch Manager for over 25 years. He was responsible for organizing semi-monthly meetings to develop different strategies to benefit clients. After a branch merger, Serge decided to step down as Manager and focus entirely on his clients.

His interest in taxation led him to set up a national committee in 2009 to create a new year-end report to help NBF clients with holding companies file their tax returns. The report has been available since the fall of 2012.

Serge is the father of three grown daughters and the proud grandfather of five. He was involved with Fondation Gemini as honorary chairman of the 2015 Omnium Maurice Dupont golf tournament. This organization helps disadvantaged families cover the costs of basic baby products. He was also the honorary co-chairman of the annual Fondation de l’autisme golf tournament. Serge is an avid wine, curling and golf enthusiast.

Picto langues parlées

English, French, Spanish

Andrée-Anne studied at HEC in the trilingual stream. She specialized in accounting and received the CPA-CA designation in July 2016. She spent the first four years of her career with Ernst & Young. She then completed her Canadian Securities Course and joined the Parent Paiement team. Her accounting skills and experience are an asset to the team. Finally, she completed her Financial Planner designation in 2021 and is currently studying to become a Portfolio Manager.

Andrée-Anne enjoys getting involved with causes that are important to her. She is an honorary patron of the Sainte‑Justine Ball, a committee member for La Nuit d’Éden, which provides assistance to the Centre jeunesse de Montréal, and supports other organizations. She is also very active in the business community and for three years was the youngest member to sit on the women’s committee of the Laval-sur-le-Lac golf club.

She spends the rest of her energy running, cycling and skiing.

Picto langues parlées

English, French

A CPA by training who studied at Concordia University, Paul-Michael began his career at KPMG as an auditor and information technology consultant. He then moved into the world of finance by joining one of the world’s largest asset management firms, Fidelity Investments.

Being close to his teams and providing his clients ongoing support have always been central to his approach. As a result of his journey and his passion for finance, Paul-Michael, or “PM,” became an Associate Investment Advisor when he joined the Paiement team in 2019 to support Serge’s succession and contribute to the growth of the team.

PM is a big sports fan. You’ll probably run into him on his bike on Camilien-Houde Way or on a golf course near you!

Marc-Antoine Brunelle, M.Sc. CFA®

Investment Analyst

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English, French

As an investment analyst and portfolio manager within our team, Marc-Antoine brings strong expertise in financial research and investment strategy. He holds a master’s degree in finance and the CFA designation. He distinguished himself early on through his involvement with the student investment fund at the University of Sherbrooke, where he developed a deep understanding of the markets.
Before joining our team, he worked in mergers and acquisitions a demanding field that sharpened his analytical skills, strategic thinking, and ability to navigate complex financial situations. Within Paiement Wealth Management, he plays a key role in developing investment recommendations, optimizing portfolios, and continuously improving our internal processes.
His master’s thesis focused on inflation hedging strategies for investors, a topic that reflects his ability to tackle complex and relevant financial issues. He recently completed the CFA program one of the most prestigious designations in the industry and has also completed the Canadian Securities Course. 
Marc-Antoine is also available to address technical or strategic questions. His rigour, curiosity, and professionalism make him a key contributor to the team and to the value we deliver to clients.

Gina Tardif

Senior Wealth Associate

Picto langues parlées

English, French

A pillar of our team, Gina began her career with the firm in 1984 and has worked alongside Serge since 1988 , a longevity that speaks for itself. With decades of experience, she plays a central role as our Senior Wealth Associate, supporting clients through all major milestones in their financial lives. Her guidance is both insightful and reassuring.
Gina holds a certificate from the Canadian Securities Institute and a university-level certification in accounting. She brings invaluable expertise in personal taxation and optimization of registered plans. Her support is particularly valuable in retirement planning and during tax season, handling most communications with your accountant to ensure a smooth and efficient process.

Véronique Belval

Associate

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English, French, Spanish

After studying literature and communications, Véronique quite literally took “flight” with a career as a flight attendant in Toronto. She later returned to Montreal to raise her family and transitioned into administrative roles in the healthcare sector, where she put her strong sense of organization and service to good use. She joined our team in 2017 and has since become a steady and reliable presence in our daily operations.
Véronique is often your first point of contact with our team. Her efficiency, empathy and professionalism are quickly noticed and greatly appreciated by our clients. She also plays a key role in guiding clients through estate-related matters always with sensitivity and discretion, helping ease the administrative burden during difficult times.

Bérangère Thomas

Associate

Picto langues parlées

French

Originally from France, Bérangère moved to Montreal in 2018, driven by a desire to take on new professional challenges. With a background in nursing, she spent eight years working in the pharmaceutical sector before shifting her career to wealth management a field where her attention to detail, kindness and precision are fully expressed.
Since joining our team in 2023, Bérangère has provided high-quality administrative support. Whether it’s opening new accounts, updating personal information, or handling transfers and wire requests, she ensures every task is completed accurately, efficiently and with care. Her meticulous nature and human approach make her an invaluable part of the team.
Always eager to learn, she continuously seeks to expand her skill set to enhance her role to better serve our clients.

Contact us

Get contact information for our team members and find out where our offices are.