Luc Richard

Senior Wealth Advisor & Portfolio Manager

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!