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.
English, French
Alexandre Roy is the group's principal advisor. With over 10 years of
experience in the financial services industry, he began his career at
Peak Financial Group, and later joined Wellington West Capital* then
National Bank Financial.
Alexandre has a Bachelor of Business Administration (B.B.A.) from Université du Québec à Trois-Rivières. He also has the Portfolio Manager Title since 2017.
*Wellington West Capital was a Canadian brokerage firm acquired by National Bank Financial in 2011.
English, French
With over 15 years of experience in financial services, Hervé began his career at Wellington West, which was acquired by National Bank Financial in 2011. In terms of education, he holds a Bachelor of Business Administration (B.B.A.) from HEC Montréal and has earned the titles of Financial Planner (Pl. Fin.) and Chartered Investment Manager (CIM®) to be as well-equipped as possible to advise his clients. Passionate, proactive, and meticulous, Hervé will be attentive to your needs and guide you in achieving your most cherished goals.
He is authorized to trade a wide range of financial products, from stocks to exchange-traded funds (ETFs) and guaranteed investment certificates (GICs). He also collaborates with numerous specialists such as tax experts, bankers, notaries, insurance specialists, and more. You can follow him on LinkedIn, where he regularly shares relevant content related to personal finance.
In his free time, Hervé enjoys a variety of sports (badminton, pickleball, alpine skiing, hiking, cycling, etc.) and is involved with his local scout group. He also places great importance on family, being the father of two young children.
English, French
Guillaume has over 20 years of experience in the financial services industry. He started his career at TD Waterhouse in Toronto then in Montreal. He started his career as an advisor at Canaccord Financial, and later joined Wellington West Capital* then National Bank Financial.
*Wellington West Capital was a Canadian brokerage firm acquired by National Bank Financial in 2011.
English, French
Marie-Claude has more than 30 years of experience and has worked in several firms in the wealth management business. Customer service is her priority and she will help you find answers to your questions. Her role in the team includes support for documentary and regulatory requirements, as well as for various day-to-day operations for our clients. Marie-Claude also holds a financial planner's license (F.Pl.).
Advisor, Financial Security3
National
Bank Insurance Firm
With a bachelor's degree in business administration and a specialization in finance from HEC Montréal, Eric is our expert in individual insurance (personal and commercial). He joined National Bank Insurance Firm team in 1999. His experience makes it possible to choose the insurer from the range of companies he represents. By integrating the concept of wealth management, he can suggest scenarios that will ensure you the protection you are looking for.
His commitment: to guide you through every step of your insurance planning, from the initial analysis of your situation to the choice of the best insurance product available, considering your needs and the appropriate conditions. Ready to meet with you at a time and place that suits you best, Eric wants to help you make the decisions that will ensure you financial security and peace of mind.
Senior Personal Banker4
National
Bank of Canada
With more than 30 years of experience at National Bank, more specifically in financing, Yolaine is recognized for her rigor and her dedication to her clients.
Whether your current goals involve purchasing a first home, financing a child's education, or planning for retirement, Yolaine can help you make the best decisions with your financing and banking needs.
Senior Advisor, Estate Planning2
National
Bank Financial - Wealth Management
