Our team

Our mission: to make a positive impact

in the lives of our clients and their families

How it all began

Team Chartier Grandmaison Leclerc, a story of passion and rigor, growth and adaptation. This explains why our clients and their loved ones choose to entrust us with the management of their wealth and count on us to help them achieve their dreams and goals. We are also among those who deserve the highest results in client satisfaction across the firm!

Our team of experts

Senior Wealth Advisor & Portfolio Manager

Senior Wealth Advisor & Portfolio Manager

Wealth Advisor & Portfolio Manager

Audrey Gervais, D. Fisc., F. PL.

Senior Analyst in Wealth Management

Noémie Chartier

Business Development and Communication Associate

Anne-Marie Philion

Senior Wealth Associate

Alicia Sauro

Associate

Picto langues parlées

English, French, Italian

Our partners

Our financial advisors | Team Chartier Grandmaison Leclerc | National Bank Financial - Wealth Management
Photo of Martin Bissonnette, Financial Security Advisor

Martin Bissonnette, MBA

Financial Security Advisor3

National Bank Insurance Firm

MBSC Stratégies D'assurances
 

Our financial advisors | Team Chartier Grandmaison Leclerc | National Bank Financial - Wealth Management
Photo of Nicolas Stephan, Mortgage Development Manager partner.

Nicolas Stephan

Mortgage Development Manager4

National Bank
 

Nicolas has been a financial services professional for over 15 years. As Mortgage Development Manager, he develops financing strategies to meet our clients needs. He stands out for his professionalism, experience, and his ability to find solutions that allow our clients to carry out their projects. Nicolas is a graduate of Concordia University in International Business.

Our financial advisors | Team Chartier Grandmaison Leclerc | National Bank Financial - Wealth Management
Photo of Lysane Tougas, Senior Advisor, Estate Planning

Lysane Tougas

Senior Advisor, Estate Planning2

National Bank Financial - Wealth Management
 

Our financial advisors | Team Chartier Grandmaison Leclerc | National Bank Financial - Wealth Management
Photo of Benoit Constantineau, Director, Fiduciary Services, partner

Benoit Constantineau

Director, Fiduciary Services2

National Bank Trust
 

  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.