Meet our team

With more than 25 years of experience in the financial industry, including 22 years with National Bank Financial, Christian is a Senior Wealth Advisor and Chartered Investment Manager (CIM^®). A Fellow of CSI (FCSI^®), he leverages his expertise to help entrepreneurs, families, and high-net-worth individuals achieve their financial goals.

As the lead portfolio manager, Christian oversees portfolio management and coordinates the development and implementation of integrated strategies encompassing investments, financial planning, tax planning, and wealth transfer. Recognized for his holistic perspectives, he ensures these various elements work together seamlessly to deliver personalized advice aligned with each client's objectives.

Actively involved in his community, Christian places great importance on meaningful relationships and engagement. An avid golfer, he values the opportunities the sport provides to buid lasting connections. The family values that guide him are at the heart of his advisory approach.

Active in the financial sector since 2009, Carl Delorme brings more than 16 years of experience, including 10 years with National Bank Financial in wealth management. He helps clients navigate important financial decisions with confidence and peace of mind, a commitment that guides his approach.

Holding a Bachelor of Business Administration with a concentration in Finance from UQO, Carl recognizes the lasting impact that sound financial planning can have on people's lives.

For five years, Carl was actively involved with Palliacco, an organization that supports individuals facing cancer, grief, or end-of-life circumstances, as well as their caregivers. This experience reinforced his belief in the value of quality support and guidance. Combined with his collaborative approach, this perspective continues to shape his professional practice.

With over 20 years of experience in the banking industry, including 10 years as a Wealth Management Advisor at National Bank Financial, Jean‑François supports his clients with dedication and care. As a Financial Planner (F.Pl.) and Chartered Investment Manager (CIM^®), he is committed to providing thoughtful, personalized advice that evolves with his clients’ changing needs, while ensuring a rigorous and tailored approach.

He holds a Bachelor’s degree in Business Administration with a concentration in Finance from UQAM and puts his knowledge and expertise to work for his clients, always placing their interests at the forefront of his approach.

Reflecting the same commitment he demonstrates in his professional life, Jean‑François has been actively involved with the Club Richelieu of Mont‑Tremblant for several years, where he has held various roles. This philanthropic involvement reflects his strong sense of responsibility and the importance he places on giving back to his community.

Philippe Paquette-Allard is a Financial Planner (F.Pl.) and holds the Chartered Investment Manager (CIM^®) designation. He has more than 18 years of experience with National Bank, where leverages his extensive wealth management expertise to help clients achieve their financial goals.

As a graduate of the University of Sherbrooke with a degree in Business Administration, Philippe has developed recognized expertise in advising entrepreneurs, healthcare professionals, and affluent families.

A tennis and ski instructor in his free time, he draws on his natural teaching abilities to provide personalized, client-focused guidance.

With over 6 years of experience in the financial industry, Félix actively supports his clients through a thoughtful, client-focused approach. In addition to ensuring rigorous monitoring of investment portfolios, he is committed to building lasting, trust-based relationships, which allows him to tailor his approach to each client’s unique situation.

A graduate of the Telfer School of Management with a degree in Business Administration, where he earned honours, Félix has also completed the Canadian Securities Course (CSC^®), further strengthening his expertise in financial markets.

Outside of work, he is passionate about hunting and fishing, and has a strong interest in real estate, reflecting his enthusiasm for the many facets of investing.

With a professional, attentive and approchable personality, Lydiane inspires confidence in her clients. She has been with National Bank for over 10 years, including 7 years dedicated to financial planning, during which she developed strong expertise in tax optimization and retirement strategies.

She holds a Bachelor’s degree in Business Administration, with a concentration in Financial Planning, from UQAM and draws on a broad base of knowledge to provide tailored, strategic guidance aligned with each client’s objectives.

She is also recognized for her ability to simplify complex financial concepts and leverage a comprehensive, holistic perspective for the benefit of her clients. Outside of work, she continues to deepen her knowledge in taxation, an ongoing commitment that enhances her professional practice.

With more than 10 years of experience in the financial services industry, François plays a key role in portfolio construction and monitoring. A Chartered Financial Analyst (CFA^®) since 2018, he contributes to the team's disciplined and structured investment management approach.

Having completed a Bachelor of Business Administration with a concentration in Finance at HEC Montréal, François built the foundation of an expertise that he continues to develop throughout his career.

Driven by a long-stranding interest in finance, François places equal importance on human relationships. Known for his ability to build trust and meaningful connections, he is actively involved in his community through his participation in the ­­"Hockey Helps the Homeless" tournament and by supporting various local charitable causes.

Rachel has over 16 years of experience in customer service. She has been with National Bank since 2010 and with National Bank Financial since 2017, where she plays a key role in ensuring the smooth day-to-day operations of the team.

With a rigorous and detail-oriented approach, she oversees operational and administrative activities while consistently delivering attentive, high-quality client service.

Recognized for her versatility and ability to manage multiple priorities simultaneously, Rachel helps create a seamless and efficient experience for clients.

With more than 15 years of client service experience, including over 9 years with National Bank, Kayla has developed strong expertise through a diverse career path. Beginning as a Financial Advisor and later serving as a Client Services Manager, she now holds the position of Wealth Associate, where she supports advisors in their day-to-day activities.

A graduate of the John Molson School of Business with a Bachelor of Commerce degree and having completed the Canadian Securities Course (CSC^®) in 2024, she combines her financial knowledge with extensive client service experience in carrying out her responsibilities.

In addition to her role as an Associate, Kayla brings her communications and marketing expertise to the team, drawing on her experience within National Bank's Social Media Department. Her creativity, strong communication skills, and attention to detail allow her to actively contribute to the team's marketing initiatives and overall visibility.

With more than 16 years of client service experience, including over 20 years with National Bank, Guy-Noel has developed a comprehensive and in-depth understanding of the various financial matters affecting his clients. This expertise is further strengthened by four years of experience supporting investment activities and retirement planning.

Holding a Bachelor of Business Administration with a concentration in Finance from UQAM, he combines a strong academic foundation with years of experience in the financial industry. His background enables him to identify opportunities, connect clients with the right resources, and guide them professionally through every stage of their financial journey.

Actively involved in his community, Guy Noel places great importance on giving back and fostering authentic relationships. This philosophy also shapes his approach to serving clients, as he prioritizes long-term relationships built on trust, attentive listening, and transparency.

Having worked in the securities industry since 1995, Valerie has been with National Bank Financial since 2008, where she developed extensive expertise in operations management. Since 2021, she has been bringing that expertise to our team.

Responsible for processing transactions, private placements, and more complex cases, Valerie also oversees systematic withdrawals and serves as a key resource for the team. Her attention to detail, strong organizational skills, and efficiency contribute significantly to the high level of service provided to our clients.

Outside of her professional responsibilities, Valerie has a keen interest in wellness and holistic approaches, interests that reflect the thoughtful and caring perspective she brings to supporting the team.

Having been with National Bank for over 25 years, Isabelle makes a significant contribution to the team’s administrative and operational support. She holds a Bachelor’s degree in Accounting from UQAM and leverages her expertise and strong organizational skills to ensure transactions are processed accurately.

Reliable, professional, and detail‑oriented, Isabelle handles the responsabilities entrusted to her with care and diligence.

Appreciated for her warm approach and professionalism, Isabelle consistently helps ensure the smooth execution of operations.

• For 20 years within the National Bank family including 2 years at National Bank Financial.
• She has more than 25 years of experience in customer service.

Roles:

• Customer service
• Operations and administration