Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

The Vinet Group gives you access to a wide range of qualified professionals for all your financial need.

  • Financial planner
  • Personal and corporate insuranceprofessional
  • Business transfer
  • Mortgage
  • Banking
  • Accountant
  • Lawyer (Trust/incorporation, etc)
  • Tax expert
  • Butler services
  • Private Wealth 1859

Why not begin with a meeting?

Our team of experts

Senior Wealth Advisor & Portfolio Manager

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English, French

An entrepreneur at heart, Francis had the opportunity to buy his very first shares at the age of 14. He still owns some to this day.

After studying accounting and obtaining his CPA designation, Francis’s career path led him into mergers and acquisitions before moving into wealth management. Over the years, he has developed expertise in supporting professionals, families with complex financial and tax situations, and in particular, entrepreneurs. Francis is also committed to his community: he is involved in the Suroît Hospital Foundation, the Anne-Laberge Foundation, and the Montreal Cancer Institute and is treasurer of the foundation of the school that both his daughters attend.

Wealth Advisor

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English, French, Persian

Sara left her native Iran in 2015 and embarked on a new life in Canada to live by her values and grow fully within an egalitarian society. After a career in computer engineering, she became interested in finance and discovered a new passion.

From her start as a Customer Service Representative, Sara quickly rose through the ranks to obtain her Financial Planner designation, enter the world of wealth management, and now helps her clients achieve their life goals. By putting people first, she is able to establish long-term relationships built on empathy and measures success not only in terms of numbers, but more importantly, in terms of dreams come true.

Recognized within the industry for her performance and innovative way of looking at wealth management, Sara is determined to make a positive impact in her community by making personal finance easy to understand and leveraging her unique backstory to inspire women entrepreneurs and newcomers to Canada.

Meriam Hachem

Associate

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English, French

Meriam is committed to providing an exceptional customer experience. She does this by listening attentively to her clients and focusing on effective solutions adapted to each one. She has a penchant for finance—financial planning in particular—and works closely with Sara to create tailored plans that help clients achieve their life goals. Meriem has a certificate in Financial Management from HEC Montréal and is in the process of obtaining a certificate in Financial Planning.

Our collaborators

Our financial advisors | Vinet Group | National Bank Financial - Wealth Management
Photo of Jean-Francois Gobeil , Financial Planner, partner

Jean-Francois Gobeil

Financial Planner¹

National Bank Financial - Wealth Management
 

Our financial advisors | Vinet Group | National Bank Financial - Wealth Management
Photo of Lysane Tougas, Senior Advisor, Estate Planning, partner.

Lysane Tougas

Senior Advisor, Estate Planning²

National Bank Financial - Wealth Management
 

Lysane obtained her Bachelor of Law degree from the Université de Montréal and a Master's degree in taxation in 2004.

Lysane has extensive experience in will and estate planning as well as tax law. She worked at major law and accounting firms for several years.

She helps our team offer committed and high-quality advisory services. Empathetic and open, she puts her expertise to work for our clients and listens attentively to their wishes to draw up an estate plan that achieves their goals.

Our financial advisors | Vinet Group | National Bank Financial - Wealth Management
Photo of Jean-François Delisle, Insurance Specialist and partner.

Jean-François Delisle

Insurance Specialist³

National Bank Insurance Firm
 

Our financial advisors | Vinet Group | National Bank Financial - Wealth Management
Photo of Mona Semaan, Financing Solutions Specialist and partner.

Mona Semaan

Financing Solutions Specialist⁴

National Bank of Canada
 

As a personal banker, Mona Semaan offers a full range of tailor-made banking and financing solutions through the various partnership agreements offered across the sector Banking services to National Bank Advisors.

Working with National Bank Financial Advisors, she enriches the existing advisory services provided by Advisor Banking Services by ensuring continuity in the execution of wealth management strategies by integrating the banking component into their overall approach.

With nearly 17 years of experience at National Bank, Mona is recognized for her thoroughness and her dedication to her clients.

Thanks to her excellent knowledge of the products offered, clients are definitely in good hands when it comes to planning and exploring options for all of their banking and financing needs.

Our financial advisors | Vinet Group | National Bank Financial - Wealth Management
Photo of Geneviève Laroche, Account manager, Pharmacy Group, National Bank of Canada

Geneviève Laroche

Account manager, Pharmacy Group

National Bank of Canada
 

Our financial advisors | Vinet Group | National Bank Financial - Wealth Management
Photo of Alex Giguère, Directeur, Account manager, Pharmacy Group.

Alex Giguère, MSc

Account manager, Pharmacy Group

National Bank of Canada
 

Our financial advisors | Vinet Group | National Bank Financial - Wealth Management
Photo of Hanane Chebbi, Senior Private Banker and partner.

Hanane Chebbi

Senior Private Banker
Private Banking 1859

  1. Financial Planners are authorized to act in the field of Financial Planning. They exercise their duties for National Bank Financial Inc., a financial planning firm.

  2. We work closely with the Taxation, Retirement and Estate Planning Team from National Bank Trust, made up of multidisciplinary experts who provide knowledge and advice that complement our service offering. These experts assist us in providing the best solutions for your personal finances related to taxation, retirement and estate planning.

  3. Insurance products and services are provided by National Bank Insurance Firm (NBIF) or by NBF Financial Services (NBFFS), as applicable. NBIF and NBFFS are not members of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

Contact us

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