Helen has 45 years of financial services experience. Helen adopts a
comprehensive approach to individual wealth management through
customized, rigorous and accountable oversight which includes
investments, financial planning, retirement and wealth transfer
strategy.
She is married with two children and four
grandchildren. She is the treasurer of the CFUW Welland and District
and in her spare time she enjoys spending time with her family, golf,
traveling and playing cards.
We work together to achieve your goals
Our team of highly qualified investment professionals are 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
English
Wealth Advisor
English
Madeline has over 35 years’ experience in the financial services
industry. Additionally, Madeline is a designated Personal Financial
Planner and works closely with clients to identify the strategies and
opportunities that best meet their unique financial objectives.
Married with two grown children, Madeline has an extensive
background in community involvement and is currently on the board of
Hotel Dieu/Shaver Hospital and the Community Leadership Committee of
the Niagara Community Foundation.
Benjamin Muon, CHS, RIS
Associate
Our collaborators
Geneviève Gosselin-Tardif, Civil LL.B., J.D.
Senior Advisor, Estate Planning²
National
Bank Financial - Wealth Management
Genevieve has more than 12 years of experience as a lawyer. She holds a Civil Law degree (LL.B.) (2008) and Common law and transnational diploma (J.D.) (2010). She is a member of the Law Society of Ontario and Barreau du Québec.
Prior to joining National Bank as a Senior Advisor, Estate
Planning, Genevieve was in private practice primarily in the area of
Wills and Estates Law and Family Law. Her clientele included
professionals, entrepreneurs, young families and blended
families.
Genevieve is passionate about estate planning and aims to offer
clients professional and valuable services. She is fully bilingual
(French and English)
On a personal note, Genevieve has a thriving young family that
takes up her personal time.
Carolyn Aversa
Mortgage Development Manager⁴
National Bank of Canada
Carolyn is a residential mortgage specialist. She carefully crafts deals that are ideal for real estate investors and their rental house portfolios. She also specializes in personal banking and helping people manage their debt better.
- 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.
- 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.
- 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.
- Financing solutions are
subject to credit approval by National bank.
- For details and conditions of the offer, please contact your advisor.
