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Our team of specialists is here to meet your needs.

Phone : 514-412-3127

Fax : 514-879-3873

1 Place Ville-Marie Suite 1700
Montreal, QC, H3B 2C1

Business hours

Our team of experts

Senior Wealth Advisor & Portfolio Manager
Picto langues parlées

English, French

Portfolio Manager and Wealth Advisor for The National Bank Financial and Financial Security Advisor for NBF Financial Services Inc.*, Cimon has been involved in the securities industry since 2003. Member of The National Bank Financial President’s Club, his hard work has earned him several recognitions within the firm as well as in the wider industry. He regularly shares his knowledge as a guest expert in the media, particularly for the RDI channel, the daily paper La Presse and the newspaper Les Affaires.

Cimon also volunteers in his community, including sitting on the board of a foundation for research on childhood diseases. This cause is particularly dear to him, having five young children himself. He has also been involved in various causes in arts.

In his free time, you’ll find Cimon, his wife Shad and their five childrens Avy, Liv, Winston, Madison and Calvin snowboarding (when they’re not busy changing diapers…). If not, try his home office, enjoying one of his books!

*Note: Insurance products offered through NBF Financial Services Inc. are not covered by the Canadian Investor Protection Fund (CIPF).

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.

Julien Bastien

Investment Analyst
Picto langues parlées

English, French

Julien joined the team in October 2020. He is responsible for our bond strategy, the analysis of exchange traded funds, portfolio allocation and all stock transactions for our clients. Julien has completed his bachelor’s degree in business administration (B.A.A), with a major in finance, at HEC Montréal. He also holds the designation of Chartered Financial Analyst (CFA).

Julien has over twenty years’ experience in the investment industry in portfolio analysis and management, primarily in the fixed income market. In the last few years, he has contributed in the launch and development of the successful management platform of unified accounts (UMA) at National Bank Financial.

In his spare time, you can find Julien on a ski slope or on a golf course. Otherwise, tech-savvy, he is always on the lookout for new gadgets to try!

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.

Stéphanie Brisson

Senior Analyst in Wealth Management
Picto langues parlées

English, French

Stéphanie joined our team in April 2017. As our Wealth Management Senior Analyst, her responsibilities encompass all aspects of the customer experience, administration and wealth management.

Stephanie completed certificates in administration, finance, and financial planning en route to acquiring her Bachelor’s degree in business administration (B.A.A.). She prides herself on being a lifelong learner, and is currently pursuing post-graduate studies in taxation to bring even more value to her role.

Before joining our team, Stéphanie worked in the field of optics and was a member of the Ordre des Opticiens d’Ordonnances du Québec for 4 years.

In her free time, you can find Stéphanie hiking, studying, or simply enjoying time with friends and family!

Wealth Advisor
Picto langues parlées

English, French

Philippe joined our team in February 2022 as our associate wealth advisor. He is responsible the relational aspect and wealth management.

Philippe has completed his bachelor’s degree in business administration (B.A.A) with a major in finance, at HEC Montréal. He’s currently pursuing studies to obtain the title of financial planner (Pl. fin.) from the Institut Québécois de Planification Financière (IQPF).

He’s bringing into the team his knowledge as a banking advisor in a National Bank branch and is making a comeback at the National Bank Financial since he worked as an investment associate in the past.

In his spare time, if you can’t find him on a golf course or watching a Montreal Canadiens’ game, he’s spending time with his family or his friends.

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.

Lynne Paquette

Picto langues parlées

English, French

Lynne joined our team in January 2020. She is responsible for the customer experience and for supporting the administrative team.

Lynne has a certificate in administration and has more than 40 years of experience in our industry. Throughout her professional career, she has held several positions such as associate, administrative associate in branch and regional associate. Her dedication and the excellence of her work has earned her the most distinguished recognition granted by the National Bank Financial, that of being a Member of the 2019 Elite Club.

In her spare time, Lynne likes to experiment with new recipes and dance. Otherwise, she just enjoys spending time with family!

Jessy Kraitem

Wealth Management Associate
Picto langues parlées

English, French

Jessy has joined our team as a Wealth Management Associate and is primarily responsible for supporting the administrative team.

With a Bachelor of Business Administration (B.B.A.), she has pursued her studies to obtain the Canadian Securities Course (CSC) accreditation, the Standards of Conduct and Practices Handbook Course (CPH) accreditation as well as the Derivatives Fundamentals and Options Licensing Course (DFOL) accreditation.

Jessy brings a strong customer service experience from her previous positions at the Bank of Montreal.

In her spare time, Jessy enjoys testing new recipes and spending time with her friends and family.

You are unique

And so are your needs. Contact our team of advisors for a personalized experience.