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

Picto langues parlées

English, French, Spanish

Andrea Bobkowicz is a graduate of the University of Western Ontario with a B.A. in Business and languages. She holds an extensive professional education in Canada and in the United States. With more than 30 years of experience, during her career in wealth management, Andrea has worked in International Institutional Equity in New York City for almost four years. 

She has been involved with several professional organizations, and is active in her community. She is Past President of the Foundation of Catholic Community Services Past President of Kinkora Activity Camp, Past Treasurer and Vice-President of the St-Patrick’s Society of Montreal. Fluent in English, French and Spanish, Andrea has travelled extensively throughout her career to places such as South Africa, the Caribbean, South America, Europe and the United Kingdom.

As well as her position with National Bank Wealth Management, Andrea served for more than 9 years as Chair of the Finance Committee for the Canadian Museum of History and the War Museum. for the Canadian Museum of History and is a member of the Board of Trustees for the CMH and the War Museum.

Natalie Grignon, CIM® 

Wealth Associate

Picto langues parlées

English, French

Natalie has more than 18 years of experience in the financial sector and is recognized for her dedication to financial education. She is licensed CSC and options, as well as life insurance and holds her CIM. Her passion for financial knowledge has inspired her to write the following books: ‘Wealth 101 for Teenagers’ and ‘Wealth 101 for Women Entrepreneurs’.   

Leah Trineer

Associate

Picto langues parlées

English, French

Leah is a graduate of McGill University. She comes to National Bank Financial with many years of experience in finance, treasury and investments gained while working for national and international companies, both public and privately held, as well as many years as Senior Treasury Officer of McGill University.

In her spare time, she is active in many organizations in support of public education and the advancement of post-secondary education for all, especially women and girls. She is an active alumna of McGill University at both university and faculty levels. Weekends are spent at her family home in Arundel, Quebec and in the summer, you will also find her out on the golf course.

Our partners

Our financial advisors | Bobkowicz Advisory Team | 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 | Bobkowicz Advisory Team | National Bank Financial - Wealth Management
Photo of Lysane Tougas, Financial security advisor, partner.

Eric Harvey

Advisor, Financial Security³

National Bank Insurance Firm
 

With a bachelor's degree in business administration and a specialization in finance from HEC Montréal, Eric is our expert in individual insurance (personal and commercial). He joined National Bank Insurance Firm team in 1999. His experience makes it possible to choose the insurer from the range of companies he represents. By integrating the concept of wealth management, he can suggest scenarios that will ensure you the protection you are looking for.

His commitment: to guide you through every step of your insurance planning, from the initial analysis of your situation to the choice of the best insurance product available, considering your needs and the appropriate conditions. Ready to meet with you at a time and place that suits you best, Eric wants to help you make the decisions that will ensure you financial security and peace of mind.

Our financial advisors | Bobkowicz Advisory Team | 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.

Social media

Be sure to take a look at my Youtube and LinkedIn accounts for up to date videos and documents pertaining to your financial wellbeing. 

  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.