Our Team of Experts

Professionals who listen to your needs

We work together to achieve your goals

Our team of highly qualified investment professionals is here to support you in managing 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

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English, French

Mario works with multi-generational families to overcome complexity, and create meaningful legacies using cost-efficient, high value strategies. 

He is a Chartered Financial Analyst (CFA) and has spent the past 30 years serving high-net worth investors and their families.  Prior to joining National Bank Financial in 2013, Mario worked at other well-known wealth management firms.  He graduated from Concordia University in 1993 with a Master’s in Business Administration (M.B.A). 

Mario has donated his time helping raise much needed funds for oncology research at the Children’s Hospital of Eastern Ontario (CHEO).  Bilingual, born and raised in the Ottawa-Gatineau region, he and his wife Leah are proud parents of 4 children.  Mario thoroughly enjoys cycling in the Ottawa area, as well and skiing, and reading. 

Wealth Advisor & Portfolio Manager

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English

Drawing on over 30 years of experience, Alan specializes in guiding clients through the complexities of investment management, insurance, and financial planning. As a Certified Financial Planner (CFP®), he uses through analysis, risk assessment, and forward-thinking strategies to ensure your financial well-being is positioned for long-term success.

Alan has actively contributed to various charitable organizations such as Big Brothers of Ottawa, the Special Needs Network, and Citizen Advocacy. In addition, his involvement in the Rotary Club of Ottawa is extensive. During his free time, Alan spends time along with downhill skiing and playing golf with his spouse Meredith and teenage children Connor and Alexandra.

Sandra Gillies

Senior Wealth Associate

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English

Sandra leads our team's daily operations, specializing in client administrative support. Her strong interpersonal skills, coupled with deep industry expertise, enable her to provide the outstanding service our clients have come to expect. She is a seasoned investment professional with more than 30 years of experience.

Sandra enjoys spending time with her family, hiking, cross-country skiing, photography, and travel.

Nicholas Bann

Wealth Associate

Our expert partners

Our Certified Team of Experts | National Bank Financial - Wealth Management
Photo of Geneviève Gosselin-Tardif, Senior Advisor, Estate Planning, collaborator.

Geneviève Gosselin-Tardif, Civil LL.B., J.D.

Senior Advisor, Estate Planning2

National Bank Financial - Wealth Management
 

Genevieve has more than 12 years of experience as a lawyer. She holds a Civil Law degree (LL.B.) (2008) and Common law and transnational diploma (J.D.) (2010). She is a member of the Law Society of Ontario and Barreau du Québec.

Prior to joining National Bank as a Senior Advisor, Estate Planning, Genevieve was in private practice primarily in the area of Wills and Estates Law and Family Law. Her clientele included professionals, entrepreneurs, young families and blended families.

Genevieve is passionate about estate planning and aims to offer clients professional and valuable services. She is fully bilingual (French and English)

On a personal note, Genevieve has a thriving young family that takes up her personal time.

Our Certified Team of Experts | National Bank Financial - Wealth Management
Photo of Marie-Claude Blanchet, Senior Financial Planning Consultant, partner.

Marie-Claude Blanchet, CFP, R.F.P., CIM, FCSI.

Senior Financial Planning Consultant

National Bank of Canada
 

Marie-Claude has been a financial planner for over 25 years, providing comprehensive financial planning advice to a wide range of clients, including business owners, senior executives, physicians and retirees. She provides wealth management solutions and financial strategies in the areas of retirement planning, tax planning, cash management, estate and gift planning, and insurance planning.  As a planner, Marie-Claude has worked in a variety of financial institutions: niche-market financial institutions (educators and physicians), bank-owned wealth management divisions and a small financial planning firm dealing with high-net-worth clients. Marie-Claude obtained her Bachelor of Commerce (Hons) from the University of Ottawa and holds the Certified Financial Planner (CFP), Registered Financial Planner (RFP), Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations.

Our Certified Team of Experts | National Bank Financial - Wealth Management
Photo of Mohammad Karout, Financing Solutions Specialist

Mohammad Karout

Financing Solutions Specialist4

National Bank of Canada
 

  1. Financial Planners are authorized to act in the field of Financial Planning. They exercise their duties for National Bank Financial Inc., a financial planning firm.

  2. We work closely with the Taxation, Retirement and Estate Planning Team from National Bank Trust, made up of multidisciplinary experts who provide knowledge and advice that complement our service offering. These experts assist us in providing the best solutions for your personal finances related to taxation, retirement and estate planning.

  3. Insurance products and services are provided by National Bank Insurance Firm (NBIF) or by NBF Financial Services (NBFFS), as applicable. NBIF and NBFFS are not members of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

Contact us

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