Meet our team

• 20 years at National Bank Financial
• Fellow of the Canadian Securities Institute (CSI)
• Expertise in wealth management for business owners and high-net-worth individuals

Roles : 

• Responsible for portfolio management
• Leader in the development and implementation of wealth management strategies .

• More than 15 years at National Bank of Canada, including 8 years as an Investment Advisor at National Bank Financial Wealth Management
• Bachelor of Business Administration, Finance concentration, UQO

Roles :

• Client relations
• Monitoring investment portfolios
• Monitoring changes in financial plans

• More than 18 years at National Bank of Canada, including 8 years as an Investment Advisor at National Bank Financial Wealth Management
• Bachelor of Business Administration, Finance concentration, UQAM

Roles :

• Client relations
• Monitoring investment portfolios
• Monitoring changes in financial plans

• More than 16 years at National Bank of Canada
• Bachelor of Business Administration, UdeS

• More than 8 years of experience in finance
• Bachelor of Business Administration, Financial Planning concentration, UQAM

Roles :

• Responsible for delivering the wealth management offering for the advisory group

• More than 10 years in the financial industry.
• CFA Charterholder since 2018.
• Bachelor's degree in Business Administration, concentration in finance, HEC Montréal.

Roles:

• Construction and monitoring of model portfolios.

• 9 years of experience in customer service, including 3 years in the banking industry.
• Bachelor of Commerce degree from the Telfer School of Management.

Roles :

• Customer service
• Operations and administration

• 7 years with National Bank and over 15 years experience in customer service.
• Bachelor of Commerce degree from John Molson School of Business.

Roles:

• Customer service
• Operations and administration
• Marketing

• More than 14 years at National Bank of Canada, including 7 years as an Investment Advisor at National Bank Financial Wealth Management.
• More than 15 years of experience in customer service.

• 13 years with National Bank Financial Wealth Management
• More than 25 years in the securities industry

• More than 20 years at National Bank of Canada.
• Bachelor of Accounting, UQAM

Roles :

• Customer service
• Operations and administration

• 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

• More than 9 years at National Bank of Canada, including 4 years as an Investment & Retirement Specialist at National Bank of Canada
• Bachelor of Business Administration, Finance concentration, UQAM 

Roles:

• Customer service
• Operations and administration