Meet our team

Professionals who listen to your needs

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

Senior Wealth Advisor & Portfolio Manager

Picto langues parlées

French, English

  • 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 .

Wealth Advisor & Portfolio Manager

Picto langues parlées

French, English

  • 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

Wealth Advisor & Portfolio Manager

Picto langues parlées

French, English

  • 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

Wealth Advisor

Picto langues parlées

French

  • More than 30 years at National Bank of Canada, including 11 years as an Investment Advisor at National Bank Financial Wealth Management
  • Bachelor of Finance, HEC
  • MBA Financial Services, UQAM

Wealth Advisor and Associate Portfolio Manager

Picto langues parlées

French, English

  • Has 24 years of experience in finance
  • Business Development Manager at National Bank Direct Brokerage for 11 years

Roles :

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

 

Wealth Advisor and Associate Portfolio Manager

Picto langues parlées

French

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

Valerie Pelletier

Wealth Associate

Picto langues parlées

French

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

Isabelle Lemoine

Wealth Associate

Picto langues parlées

French

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

Roles :

  • Customer service
  • Operations and administration

Félix Telmosse B.Sc.

Wealth Associate

Picto langues parlées

French, English

  • 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

Rachel Hamelin

Associate

Picto langues parlées

French

  • 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.

Lydiane Sénécal, BBA., Pl. Fin.

Senior Financial Planner

Picto langues parlées

French

  • 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

François Couture, BBA, CFA

Investment Analyst

Picto langues parlées

English, French

  • 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.

Dominique Sigouin

Associate

Picto langues parlées

French

  • 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

Contact us

Get contact information for our team members and find out where our offices are.