Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

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.

Our team of experts

Senior Wealth Advisor & Portfolio Manager

Picto langues parlées

English, French

Originally from Coaticook, in the Eastern Townships, Martin-Charles Plouffe, since he was young, plans to do business in the financial sector. He is married and has four children. He lives in Saint-Lambert.

Mr. Plouffe is a graduate of the “Université de Sherbrooke” where he completed a Bachelor's degree in Business Administration (Finance option).

In 1997, Mr. Plouffe received the Charles Pelletier Scholarship from the Quebec Institute of Financial Planning as he obtained the highest marks in Quebec, for the exam leading to Financial Planner.

Mr. Plouffe is also a Fellow of the Canadian Securities Institute. The Fellow of CSI (FCSI) represents the best skills and the highest honor in financial services in Canada.

The experience, studies, and standards of ethics that he enforces, make it one of the most difficult credentials to obtain and to maintain.

The FSCI are likely the best performers in the sector.

Mr. Plouffe has more than 17 years of experience in the financial sector. He worked for CRA, Laurentian Bank and the Peak Financial Group

Geneviève Ouellette

Senior Wealth Associate

Picto langues parlées

French

Geneviève has worked in the financial services industry since 2011. She joined my team at National Bank Financial in July 2017.

She has successfully completed the Canadian Securities Institute (CSI) Canadian Securities Course. She is a valuable asset to my team as she is responsible for client record keeping, handling unsolicited orders and is responsible for all other administrative requests.

She provides exemplary customer service.

Fatma Amir Mohammad, BBA

Wealth Associate

Picto langues parlées

English, French, Dari

She holds a Bachelor of Business Administration B.A.A. and has successfully completed the Canadian Securities Institute (CSI) Canadian Securities Course.

She began her career as a financial security advisor, which allowed her to understand the importance of protection and the importance of saving to achieve financial independence.

She then went on to hold other positions, including Personal Finance Advisor (specializing in mortgage financing) and Savings and Investment Client Advisor.

Her desire and duty to respond in an exemplary manner, her past experience and knowledge will enable her to meet your needs.

Our partners

Our financial advisors | Team Martin-Charles Plouffe | National Bank Financial - Wealth Management
Photo de Mylène St-Amand, Mortgage Development Director, National bank of Canada, membre de l'équipe expert.

Mylène St Amand

Mortgage Development Director⁴

National Bank of Canada
 

Our financial advisors | Team Martin-Charles Plouffe | National Bank Financial - Wealth Management
Philippe Lapointe, Notary, collaborator

Philippe Lapointe

Notary

Lapointe Bumaylis Notaires

Our financial advisors | Team Martin-Charles Plouffe | National Bank Financial - Wealth Management
Photo of Paul De Bonis, Senior Private Banker,  partner.

Paul De Bonis

Senior Private Banker
Private Banking 1859
Our financial advisors | Team Martin-Charles Plouffe | National Bank Financial - Wealth Management
Photo of Lysane Tougas, Financial security advisor, partner.

Eric Harvey

Advisor, Financial Security³

National Bank Insurance Firm
 

Our financial advisors | Team Martin-Charles Plouffe | National Bank Financial - Wealth Management
Photo de Mariam Kazeb, Banquière personnelle, financement  Banque Nationale, membre de l'équipe expert.

Mariam Kazeb

Personal Banker⁴

National Bank of Canada
 

As a personal banker, Mariam Kazeb offers a full range of customized banking and financing solutions through the various partnership agreements offered throughout the sector: National Bank Advisor Banking Services.

These agreements allow Independent Advisors to have access to a range of banking and financing solutions to help them complete their overall approach and thus add value to their client relationships.

Working with National Bank Financial Advisors, Mariam complements the existing advisory services provided by Advisor Banking Services by ensuring continuity of the execution of wealth management strategies by integrating the banking component into their overall approach.

With over 10 years of experience at National Bank, Mariam is recognized for her rigor and dedication to her clients. Thanks to her excellent knowledge of the product offered, customers are definitely in good hands when it comes to planning and exploring options for all their banking and financing needs.

  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.