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

Picto langues parlées

English, French

Francis has been working with National Bank Financial Group for over 20 years. A graduate of Bishop’s University, he has always had a passion for finance.

He also holds a Financial Planner diploma from the Institute of Financial Planning, and his role is to provide frontline advisory services to his clients.

With his exceptional energy and versatility, he is an invaluable asset to both his team and his clients.

Lyne Arsenault

Senior Wealth Associate

Picto langues parlées

English, French

Lyne has held the position of Investment Associate at National Bank Financial – Wealth Management since September 2011. She has held her securities license since October 2015.

Previously, she worked as a coordinator at Raymond Chabot Grant Thornton in the real estate appraisal department.

Josiane Bélanger

Associate

Picto langues parlées

English, French

Josiane joined the team as an assistant after completing her studies in secretarial work and accounting. She previously worked for 10 years in the education sector.

She is known for her excellent customer service, charisma, energy, and dedication in all aspects of her work. She is attentive to her clients and places great importance on understanding their needs and meeting their expectations.

Sara Thibault

Wealth Associate

Picto langues parlées

English, French

Graduated with a bachelor's degree in economics and a certificate in financial management, Sara has been working in the securities field since 2014. Holder of the securities regulatory authority license since July 2015, she is passionate about numbers and economics. Her approach is based on rigor, compliance, and efficiency, essential values that guide her professional activities.

Our partners

Our financial advisors | Presseau Financial Group | National Bank Financial - Wealth Management
Photo of Olivier Harrison, Mortgage Development Manager

Olivier Harrison

Mortgage Development Manager 

National Bank of Canada
 

Our financial advisors | Presseau Financial Group | National Bank Financial - Wealth Management
Photo of Daniel Bernier, Financial Security Advisor, National Bank Insurance

Daniel Bernier

Financial Security Advisor

National Bank Insurance

Our financial advisors | Presseau Financial Group | National Bank Financial - Wealth Management
Photo of Vanessa Houghton, Mortgage Senior Financial Planner, National Bank Financial - Wealth Management

Vanessa Houghton

Senior Financial Planner

National Bank Financial - Wealth Management

Our financial advisors | Presseau Financial Group | National Bank Financial - Wealth Management
Photo of Kim Marcheterre, Senior Advisor, Estate planning, partner.

Kim Marcheterre

Senior Advisor, Estate planning2

National Bank - Financial Wealth Management
 

Kim Marcheterre, a notary by profession, was appointed Senior Advisor in Estate Planning on January 20, 2025. With 15 years of experience in private practice and strong community involvement, she is recognized for her dynamism and rigor.

Contact us

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