Meet our team

At National Bank Financial since 2012, Patrice became Wealth Advisor in January 2014 after working for two years as an assistant. From 2008 to 2012, he occupied several positions at the National Bank related to customer service, management of employees and selling products. With three certificates from the Université du Québec à Montréal; Administration, Finance and Financial Planning. With these certificates, he obtained a degree in Business Administration. Highly motivated and passionate, he completed his training at the Institut québécois de planification financière (IQPF) to obtain the title of Financial Planner (F. Pl.).

In constant search for improvement, Patrice has also acquired the title of Portfolio Manager and obtained his certification as a Responsible Investment Specialist.  

With several years of experience as a Financial Advisor, Alexandre joined the Charbonneau Fillion Lemmel Wealth Management group as Wealth Advisor in 2020. Alexandre studied and graduated from Université du Québec à Montréal (UQAM).  Concerned about responsible investment, he has obtained the certification which confers him the title of Specialist in Responsible Investment.

Enthusiastic and creative, he can support you by offering you winning strategies to optimize the management of your wealth. Recognized for his listening, his proactivity and his empathy, he can accompany you through the realization of your future projects.

Always immersed in the heart of current economic affairs, Alexandre will be able to guide you in the selection and management of the most important asset in the world - yours.

Sonia is a Senior Wealth Associate and graduated in Finance from HEC. She has been in the business since 1989 and has held this position since 2001. She offers attentive and personalized service focused on expectations and the achievement of client objectives.

Sonia holds the CSI Fellow (FCSI) designation, which is the highest credential in Canadian financial services.

Linda has a bachelor’s degree in Accounting Management, a Financial Planning certificate from Université du Québec à Montréal, she has also obtained successfully the Canadian Securities Course (CSC).

After holding several positions at the National Bank, including Financial Services Director, she joined National Bank Financial in 2002 as a wealth associate.