Meet our team

Professionals who listen to your needs

We work together to achieve your goals

We work together to achieve your goals

Our team of highly qualified investment professionals is here to support you in managing 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

Wealth Advisor & Portfolio Manager

Audrey Anne Harel

Analyst

Lyne Arsenault

Senior Wealth Associate

Josiane Bélanger

Associate

Our partners

Our financial advisors | Vincent Bérard | National Bank Financial - Wealth Management
Photo of Karena Monaghan, Mortgage Development Manager, National Bank of Canada

Karena Monaghan

Mortgage Development Manager

National Bank of Canada

Our financial advisors | Vincent Bérard | National Bank Financial - Wealth Management
Photo of Daniel Bernier, Financial Security Advisor, National Bank Insurance

Daniel Bernier

Financial Security Advisor

National Bank Insurance

Our financial advisors | Vincent Bérard | National Bank Financial - Wealth Management
Photo of Vanessa Houghton, Mortgage Senior Financial Planner, National Bank Financial - Wealth Management

Vanessa Houghton

Senior Financial Planner

National Bank Financial - Wealth Management

Our financial advisors | Vincent Bérard | National Bank Financial - Wealth Management
Photo of Kim Marcheterre, Senior Advisor, Estate planning, partner.

Kim Marcheterre

Senior Advisor, Estate planning2

National Bank - Financial Wealth Management
 

Kim Marcheterre, a notary by profession, was appointed Senior Advisor in Estate Planning on January 20, 2025. With 15 years of experience in private practice and strong community involvement, she is recognized for her dynamism and rigor.

Contact us

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