Our team is made up of professionals in finance and client service dedicated to supporting you in the management of your wealth. With their guidance, you can select from our comprehensive range of products those that best meet your needs.
We are driven by a shared passion: helping individuals and businesses build and preserve their wealth, grow their assets, and pass them on to future generations.
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 Planning
Anne-Marie, a notary with a specialized graduate diploma (DESS) in taxation, has spent nearly 15 years working in private practice and financial institutions. Known for her energy, communication skills, and analytical abilities, she will provide our clients with expert estate planning services.
Financial Security Advisor3
National Bank Insurance Firm
MBSC
Stratégies D'assurances
Holder of a Master's degree in Business Administration, Martin has
been serving as a financial security advisor at National Bank for 20
years now.
Martin's specialization in personal insurance and its
various strategies has led him to possess versatile experience in both
protection and maximizing his clients' wealth. Over the years, he has
developed his expertise with a diverse clientele.
Martin quickly
understands the motivations and fears of our clients, which allows him
to promptly highlight appropriate solutions and articulate them. His
approach, both intuitive and rational, guides his interventions,
enriches his recommendations, and enables clients to make informed choices.
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.
