We accompany you in the realization of your financial objectives throughout your life and beyond

Your Team Wunderlin Moreau Cliche Szaraz

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

Wealth Management Advisor & Vice President
Picto langues parlées

English, French

Born and raised in Switzerland, Esther studied in her country of origin until she obtained her bachelor's degree in administration. Afterwards, her interest for Canada's open mindedness brought her to Vancouver in 1979 where she began her career in property management and in small businesses recovery.

As she was looking to move forward as an entrepreneur woman, she became implicated in the Securities industry in 1984 following her arrival in Québec. Her background and multilinguistic abilities served to lower restrictions pertaining to international borders and allowed her to integrate her comprehension of international markets into her management vision for the benefit of her clients.

True to her moto ''always learn to better server'' she is a financial planner since 1998. In 2012, the National Bank Financial - Wealth management - granted her the tittle of Vice-President.

To keep up to date with the industry's constant changes, her priority remains the unending development of her expertise. In early 2014, she obtained the tittle of wealth manager.

Proud of her loyal clientele, Esther is always available to better serve it.

 Investment Advisor, Portfolio Manager
Picto langues parlées

English, French

Mathieu is very active in his community. A graduate from multiple Universities in Québec, he is also implicated in education, entrepreneurship and in health departments. His desire to remain informed, his empathy and his altruism allow him to help the progress of those he meets.

From a young age, thanks to family influence, he has developed a passion for wealth management. To transform this passion into a career, he studied in finances at UQAM and at Laval University. Furthermore, during his experience with the ''Industrielle Alliance'' he developed an expertise in personal insurances and preserved his title as Financial Security Advisor, now via NBFFS*. Presently, Mathieu is completing his MBA with enterprise transferring as main subject.

With a new look and an honest approach, Mathieu is animated by a great desire to serve and help his clients' wealth progress.

 Investment Advisor, Portfolio Manager
Picto langues parlées

English, French

Vincent has been in the securities business and private wealth management since 2008 and joined National Bank Financial in 2012.

Vincent comes from an entrepreneurial background and holds a bilingual International Baccalaureate in History as well as a B.A. in Public Relations. He also bears the title of Chartered Investment Manager (CIM) from the Canadian Securities Institute.

Very involved in the community, he is currently the chairman of the board of directors of the Regional Tennis Association of Quebec (ARTQ), Vice-President and board member of Tennis Quebec, the Quebec Philanthropic Foundation and the Foundation of the Musee de la Civilisation. Vincent is also a member of the TELUS Quebec community investment committee. He stands out for his contributions to the financial world; organizer, speaker and author within the Cercle Finance du Québec, the association of fiscal and financial planning (APFF), as well as the journal Finance et Investissement, to which he contributes on an ad hoc basis.

He has developed several areas of expertise in investment management over the years, more specifically tax and alternative strategies.

Vincent is a devoted father of a daughter and two sons. In his leisure time, you can find Vincent on a tennis court or on the ski slopes.

 Investment Advisor, Portfolio Manager
Picto langues parlées

English, French

Having begun her career with the National Bank Financial in the spring of 2013 as an investment associate, Mathilde was ever since then animated by a profound desire to take on new challenges. This is what brought her to join with the Wunderlin-Moreau team in the fall of 2015. Her interest for innovation, her generosity and her intellectual curiosity make her strive to constantly surpass her limits on a daily basis.

Her taste for acquiring new knowledge and developing new competencies brought her to obtain a bachelor's degree in administration which she studied for in Québec and France. Furthermore, she has acquired the required diplomas from the Canadian Institute of Securities Values, as well as the license for life, critical illness and disability insurance. More recently, she successfully completed the IQPF's Professinnal Traning Course and pass the IQPF exam, to become a Financial Planner. In 2020, she completed the training and became Portfolio Manager. 

Her experience in Financial services, Customer service and in case resolving establish the basis of her career.

Since the summer of 2016, Mathilde practices the Dragon Boat, an emerging sport proudly sponsored by the Team. You can see the Arms of Iron rowing at Lake St-Augustin or at competitions at the Olympic Basin in Montreal.

Listening, rigor and dynamism make Mathilde a reliable professional who will meet the current and future needs of our clientele.

Josée Ouellet

Investment Associate
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English, French

With a strong 30+ years of experience in the Financial domain, exclusively within the FBN, Josée possesses a vast understanding of the industry's notions. She is a graduate from the Canadian Institue of Securities Values since 1990. She has been an indispensable part of the Wunderlin-Moreau team since 2002. Known for her attention to detail, her integrity and her experience, she holds the team's full confidence.

Her professionalism, her work ethics, her mentoring of her peers, her devotion and commitment were recognized in 2014 when she became the recipient of the first edition of the ''Elite Club NBFWM" (1st edition).

Quality Customer service and the expansion of her knowledge is what truly motivates Josée.

Geneviève Morin

Investment Associate
Picto langues parlées

English, French

Geneviève joined our team in January 2019 as an associate. She comes to the team with a diverse background. She studied in Communications at Laval University and completed a course in Financial Management. Bilingual (French-English), she has also completed the Canadian Securities Course (CSC).

Geneviève has 8 years of experience working in our industry, and 14 years in Legal Affairs and Compliance. The diversity of her background as well as her professional skills are an asset to the team and our clients.

Her high standards of professionalism and her cheerful spirit are greatly appreciated by all.

Christiane Renaud

Associate
Picto langues parlées

English, French

Our collaborators

Michel Bernier

Senior Financial Planning and Advisory Advisor, NBF

With more than three decades of experience in the Wealth Management sector of the National Bank, his role is to help clients build, manage and transmit their wealth by producing, in particular, integrated financial planning.

Philippe Soucy

Senior Personal Banker

Recognized for its thoroughness, proactivity, accessibility and dedication, it offers a full range of tailored banking and financing solutions to our clients.

Marie-Claude Lacroix

Senior Advisor, Estate Planning

Marie-Claude was a partner in private practice for 25 years. Her job is to provide high-level expertise and specialized estate planning services for clients of National Bank Financial-Wealth Management advisors.

Jean-François Michaud

Financial security advisor

Financial planner and financial security advisor, Jean-François has more than 20 years of experience in the financial services industry, specializing in the development of personalized strategies, adapted to the needs and objectives of our clients. wealth management and risk management.

Alexandra Pelletier

Senior Private Banker

As a senior private banker, she offers a full range of tailored banking and financing solutions to our high net worth clients.

Elaine Tremblay

Director of business transfer

With 30 years in financial institutions, Élaine assists entrepreneurs in preparing for the transfer of their business.Recognized for her versatility and thoroughness, she quickly understands the needs and challenges of entrepreneurs.

Recognition of excellence

The Recognition of Excellence certifies that the Investment Advisor's practice and its team meet superior standards designed to provide you with an unparalleled experience in meeting your financial needs. Since 2012, our Team has been recognized for its excellence, you will find the distinctions detailed below. Since 2003, our team has been involved in a professional development program and continuous improvement. The program also aims to integrate best business practices to provide you with a unique experience that is second to none.

Wealth Management - Quebec Region - 2012 and 2018

This award recognizes investment advisors who have distinguished themselves by an outstanding and exceptional management offinancial assets and who have guided their clients towards the achievement of their objectives in their overall wealth management strategy. The team performed well in terms of both asset growth and performance relative to peers, projected a remarkable positive attitude, and was exemplary both inside and outside the branch.

Investment Advisor of the Year - Quebec Region – 2017

Esther, with the support of her team, has distinguished herself from her peers by superior performance in addition to outstanding asset management under her leadership. As customer satisfaction is at the heart of her priorities, very high standards were maintained to achieve this level of excellence

Social Responsibility - Quebec Region – 2016

Esther is a person who, beyond her professional life, is actively involved with all the other members of her team to make a difference in the lives of people in her community. She and her team put social commitment at the heart of their priorities and integrate these values into their professional practice. Not only does the team care about the well-being of its clientele, but is also very sensitive to the development of the people of the region. 

Elite Club - Canada – 2015 

Our senior investment associate Josée Ouellet was honored by being selected to be in the very first Elite Club. The nomination process for these elites is done by their peers, investment advisors, management and a selection committee. The elites are selected and chosen because they embody the highest standards of professionalism and are rolemodels in their work ethic. They demonstrate dedication and commitment to customer service, peer mentoring and social responsibility.

Contact us

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