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.
Senior Personal Banker4
National
Bank of Canada
Holder of a Bachelor's degree in Business Administration, Vincent serves as a Personal Banker. He has solid experience in the banking field with over 12 years of expertise.
He supports clients in carrying out their financing projects and in implementing tailored banking solutions.
His attentiveness, professionalism, and dedication foster a smooth integration of financial strategies aligned with each client's objectives. His approach is focused on clarity, efficiency, and quality of service.
Senior Advisor, Estate Planning2
National
Bank of Canada
Mélina earned her bachelor’s in Civil Law at the University of Sherbrooke in 2011, subsequent to having earned her bachelor’s degree in Sociology and International Relations from York University in Toronto in 2007. She pursued her studies to become a member of another Canadian Bar Association by studying for her Juris Doctorate and completing her master’s degree in Common Law in 2012 at the University of Sherbrooke. Passionate about accompanying clients in their estate planning process, she completed her diploma in Notarial Law at the University of Montréal in 2013 and was sworn into the Chamber of Notaries in 2014, subsequent to articling in private practice.
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.
We work closely with this team 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.
