Our financial advisors | Tench, L’Heureux & Fortier Wealth Management Team | National Bank Financial

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

C. Graham Tench, CIM, PFP, FCSI

Wealth Advisor & Portfolio Manager

613-760-3480

613-236-5916

graham.tench@nbc.ca

English

Graham has been helping individuals and families meet their financial goals since 1981. He has won National Bank Financial’s National Award for Portfolio Management. Graham is a strong advocate of taking a disciplined approach to investing. He enjoys an excellent rapport with his clients, in part by maintaining a high level of accessibility and responsiveness. Graham is a Chartered Investment Manager (CIM) and a Fellow of the Canadian Securities Institute (FCSI). He has a Personal Financial Planner (PFP) designation and a Life, Accident & Sickness insurance licence.

Graham is a native of Ottawa and is married with one son. He is a hockey enthusiast and is an avid movie buff.

Denis L'Heureux, PFP

Wealth Advisor

613-760-3482

613-236-5916

denis.lheureux@nbc.ca

English, French

Denis joined Graham in 1996 as an Administrative Assistant after completing the Canadian Securities Course. He became a Wealth Advisor in 2001 after completing the Personal Financial Planning course. He is a keen observer of the financial and political landscape and is constantly on the lookout for shifts in market trends that can offer investment opportunities. Like all members of the team, he is highly regarded for his commitment to client service. Denis has his Life, Accident and Sickness insurance licence.

Born in Québec City, Denis is bilingual and has made Ottawa home since 1967. Married with two children, Denis’ recreational activities revolve around his family and the handyman chores he relishes at his cottage.

Chad Fortier, B. Com, FMA

Wealth Associate

613-760-3486

613-236-5916

chad.fortier@nbc.ca

English, French

Chad joined the team in 2000. He is highly knowledgeable in all aspects of investing and is a master at keeping the administrative wheels turning to address the needs of clients and the functionality of the team.

A bilingual native of Val Gagné in northern Ontario, Chad now calls Ottawa home. Chad devotes the bulk of his leisure time to activities with his son.

Our collaborators

Our financial advisors | Tench, L’Heureux & Fortier Wealth Management Team | 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 financial advisors | Tench, L’Heureux & Fortier Wealth Management Team | National Bank Financial - Wealth Management

Daniel Cadieux

Insurance & Annuity Specialist³

National Bank Insurance Firm

Daniel holds a degree from Algonquin College in administration and marketing, and has been with National Bank Insurance Firm for more than 20 years. As a partner of the Martin Bisson Wealth Management team, Daniel is the specialist linked to the corporate sector and Private Banking 1859 for the National Capital Region.

He takes the time to get to know each client so he can give them the best recommendations possible. He has access to all major Canadian insurance companies and works closely with legal and fiscal experts.

When he’s not at work, Daniel can be found playing a round of golf at the Camelot Golf & Country Club, where he’s been a member for more than 27 years. He also loves swimming, skiing, travelling and spending time with his wife and two kids.

Notes-legales-en

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.
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.
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.
Financing solutions are subject to credit approval by National bank.
For details and conditions of the offer, please contact your advisor.