Serge Paiement has been an Investment Advisor at National Bank Financial since 1986. He graduated from Concordia University in 1984 with a Bachelor of Commerce and in 2009 he completed all the necessary courses to be recognized as a Portfolio Manager. His main areas of advice are asset management, tax planning as well as financial and estate planning. Serge considers himself as the quarterback in the management of his clients’ accounts. He is the primary Investment Advisor for many of his clients.
In addition to being an Investment Advisor and Portfolio Manager, Serge is also the Director of National Bank Financial’s PVM-Montreal branch. As the Director, he organizes bimonthly meetings where Advisors exchange ideas about various strategies that can benefit clients.
In 2009, his interest in tax planning prompted him to establish a national committee with the goal of creating a new year-end report in order to facilitate the production of tax returns for our client’s holding company accounts. This report has beenavailable since the Fall of 2012.
Serge has been married for 30 years and is the proud father of three girls. He is involved with the Gemini Foundation as an Honorary President of Omnium Maurice Dupont. This organization helps disadvantaged families cover the costs of basic necessities for infants.