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

Luc’s career in the financial services industry began in 1990 at National Bank. In 1996, he became a wealth advisor at National Bank Financial. Today, he has two inspiring roles: Portfolio Manager and Wealth Advisor.

Luc won the NBF Wealth Advisor Recruit of the Year in 1998 and the Regional Recognition Award for his social responsibility in 2013. He has received other awards during his time working with Jean-Philippe Ste-Marie, including the Excellence in Wealth Management Prize for the South Shore region in 2013 and 2017 and National Wealth Advisor of the Year in 2008.

To ensure that the expectations of his wealth management clients are met, Luc regularly keeps in touch with them. As such, he has been identified as the team’s representative, a responsibility that he humbly assumes.

Social commitment is a core value for Luc, who, among other things, was a proud sponsor of the Longueuil Symphony Orchestra Foundation for many years. He loves sports and travel and always has new destinations in his sights!

Senior Wealth Advisor & Portfolio Manager
Picto langues parlées

English, French

Jean-Philippe started with National Bank Financial in 1996 and joined Luc Richard’s team as an assistant in 1998. A few years later, after improving his financial knowledge, he became a wealth advisor for the group and continued to build his career at a steady pace.

Jean-Philippe is a graduate of the Université du Québec à Montréal and has successfully completed several courses at the Canadian Securities Institute, including on options and financial planning. He is also a CSI Fellow, which is a major distinction in finance.

Within the team, Jean-Philippe develops the investment strategy and ensures that clients’ portfolios align with their life goals, while meeting their needs.

Jean-Philippe is always on the lookout for new solutions for clients and any information that has an impact on the markets. He is an avid scuba diver and skier, and truly values the time he spends with his family.

Wealth Advisor & Portfolio Manager
Picto langues parlées

English, French

Marc-André’s career has been atypical. After serving as vice-president and a coffee broker for an international company and then as an export consultant for entrepreneurs in Lanaudière, Marc-André was ready for new challenges. Inspired by the success of his uncle and father who worked in finance, he joined National Bank Financial in 2012.

Marc-André draws on his excellent understanding of the reality of entrepreneurs. He holds a BBA in International Trade from UQAM and has taken various advanced courses, including the Chartered Investment Manager course. His clients also benefit from the knowledge of gerontology he acquired while at university.  

Marc-André has always been keen to get involved in many ways. He served as a representative on the NBF’s Wealth Advisors Advisory Council and on the Centre Petite Échelle’s board of directors.

An excellent tennis player, Marc-André is quick on the court and stands out both for his finesse and strategic approach, qualities that are also very useful in his work. He brings a ton of energy, curiosity, and openness to his team and models a good work-life balance.

Wealth Advisor & Portfolio Manager
Picto langues parlées

English, French

Jean-Sébastien joined National Bank Financial in 2011 after five years at National Bank. He was hired as a Personal Banking Advisor upon graduation.

Jean-Sébastien is a Chartered Investment Manager and holds a BComm with a major in Finance from the John Molson School of Business at Concordia University, and has also successfully completed various CSI global training courses.

Jean-Sébastien is inquisitive, diligent and passionate about numbers—making the finance industry a perfect fit for him! Above all, he loves to develop and nurture long-term, trusting, professional relationships with his clients.

Jean-Sébastien contributes to the team’s success by playing a leading role in developing customized financial strategies as well as in portfolio building and optimization. His strong listening skills and proactive support add great value for his clients. Although he works hard, he still finds time for his family and leisure activities, including hockey, golf, surfing, snowboarding and cooking.

Wealth Advisor
Picto langues parlées

English, French

After five years in financial services at another major Canadian bank, Xavier joined National Bank Financial after completing his bachelor’s degree in finance and a certificate in financial planning. He also has a financial and insurance services background and has completed the Investment Funds in Canada (IFC) and Canadian Securities Course (CSC) training. He won numerous scholarships during his university career, including one from National Bank for academic excellence in finance and one from the Institut québécois de planification financière for his excellence in financial planning.

Xavier has always been drawn to finance and capital markets and wanted to work in the field of securities. Finance is a vocation for him, and being on the team allows him to channel his knowledge and passion on a daily basis.

Xavier is organized, rigorous, and curious, and is particularly committed to the wellbeing of clients while upholding his core values of respect, integrity, and honesty.

In his spare time, Xavier can be found poring over his books on finance and economics or cooking. He is also a very good runner and loves to travel.

Sylvie Guay

Senior Wealth Associate
Picto langues parlées

English, French

After studying marketing at college, Sylvie decided to pursue her interest in numbers by taking advanced training in banking products and finance, including the CSI Canadian Securities Course.

Her hard work paid off as her knowledge and determination to succeed helped her get a job at CIBC, where she worked for six years. She joined National Bank Financial in 2004 and won the coveted Wealth Associates Elite Club award in 2015.

Sylvie joined the team in March 2018 and brings her attention to detail and organizational skills to the administrative aspects of our team.

Sylvie is a fitness and yoga enthusiast and she enjoys gardening, but what she loves most is spending time with her grandchildren.

Jade Dexter

Senior Wealth Associate
Picto langues parlées

English, French

Jade made the unusual but successful transition from the world of high fashion to high finance back in 2005, when she began her career as an executive assistant at an international private investment firm.

Jade has over 18 years of experience working in the financial services industry and holds the highly coveted Chartered Investment Manager (CIM®) and the Fellow of CSI (FCSI®) designations.

She is fully licensed as a Registered Representative with IIROC and is also licensed to trade options.

In 2019, after successfully completing a rigorous five course learning path, she was awarded the Certificate in Derivatives Market Strategies (DMS), a segment of the industry that she is particularly passionate about.

Her hard work, discipline and dedication to always uphold the highest standards of industry conduct and ethics are among her best professional qualities.

Nathalie Gonthier

Associate
Picto langues parlées

English, French

Nathalie has worked in finance for over a decade. She started her career in 2007 in member and client services at Desjardins. She then joined National Bank Financial in 2014 as an Operations Agent then a Customer Services Agent.

Her ability to connect with clients and contribute to their success allow her to make a difference every day.

Known for her interpersonal skills and good humour, Nathalie plays a very important role in the team. She seamlessly liaises with clients and team members thanks to her excellent listening skills, versatility, and adaptability.

Nathalie is an inspired spouse and mother of two young adults. She served on the parents’ committee of the school board and on the board of her children’s high school. She keeps herself active and in shape by doing Zumba and spinning classes.

Sophie Ferland

Associate
Picto langues parlées

English, French

Sophie Ferland has worked in securities since 1991. She began her career with Lévesque Beaubien Geoffrion Inc. (now National Bank Financial) in the Legal Department. She then worked for various well-known brokerage firms before returning to National Bank Financial in 2007 where she worked with Luc Richard and Jean-Philippe Ste-Marie in Saint-Bruno-de-Montarville until 2010. We were very pleased to welcome her back to our team where it all began.

Her main duties are to ensure administrative control and quality in close cooperation with Sylvie Guay and to support Nathalie Gonthier in customer service.

Sophie loves animals, the outdoors, music, and action movies. She worked in animal-assisted therapy with her dog for about 15 years, and would one day like to re-enter the field and use horses to assist children with mobility issues.

Contact us

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