Jean-Philippe Ste-Marie

Senior Wealth Advisor & Portfolio Manager

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.