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 - Englis

  • 18 years at National Bank Financial
  • Fellow of the Canadian Securities Institute (CSI)
  • Two-time nominee for the Investment Industry Association of Canada’s Top Under 40 award
  • National finalist for the Award of Excellence in Wealth Management in 2019 and National Bank Financial Advisor of the Year for the North Shore in 2016 and 2017
  • Expertise in wealth management for business owners and high-net-worth individuals

Wealth Advisor & Portfolio Manager

Picto langues parlées

French

  • More than 13 years at National Bank of Canada, including 6 years as an Investment Advisor at National Bank Financial Wealth Management
  • Bachelor of Business Administration, Finance concentration, UQO
  • Recipient of the 2015 Award of Excellence for the Laurentian region as a financial planner in the National Bank of Canada branch network

Wealth Advisor & Portfolio Manager

Picto langues parlées

French

  • More than 16 years at National Bank of Canada, including 6 years as an Investment Advisor at National Bank Financial Wealth Management
  • Bachelor of Business Administration, Finance concentration, UQAM

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

Picto langues parlées

French

  • Has 21 years of experience in finance
  • Business Development Manager at National Bank Direct Brokerage for 11 years
Picto langues parlées

French

  • More than 14 years at National Bank of Canada
  • Bachelor of Business Administration, UdeS
  • Recipient of the 2017, 2018 and 2020 Elite Club Awards, which recognizes the 10 most outstanding financial planners in Canada within the National Bank network

Sylvie Brunelle

Wealth Associate

Picto langues parlées

French

  • 16 years with National Bank Financial Wealth Management
  • More than 40 years of experience in financial services, life and health insurance and securities

Valerie Pelletier

Wealth Associate

Picto langues parlées

French

  • 13 years with National Bank Financial Wealth Management
  • More than 25 years in the securities industry
  • Member of the 2019 NBFWM Elite Club

Isabelle Lemoine

Wealth Associate

Picto langues parlées

French

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

Rachel Hamelin

Associate

Picto langues parlées

French

  • More than 12 years at National Bank of Canada, including 5 years as an Investment Advisor at National Bank Financial Wealth Management
  • More than 15 years of experience in customer service

Lydiane Sénécal, BBA., Fin.Pl.

Senior Financial Planner

Picto langues parlées

French

  • Has 6 years of experience in finance
  • Bachelor of Business Administration, Financial Planning concentration, UQAM

Félix Telmosse

Associate

Picto langues parlées

French

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

Contact us

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