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

Senior Wealth Advisor

Picto langues parlées

English, French

Serge joined National Bank Financial in 1993 after completing a bachelor's degree in civil engineering. A certified financial planner, Serge has also completed specialized training in the Canadian options market and futures trading. His approach is distinguished by his pragmatism and ability to simplify complex financial concepts, enabling his clients to make informed decisions with confidence.

Outside of work, Serge is passionate about endurance sports, particularly triathons, where he finds the same values of discipline, perseverance, and pursuit of excellence that characterize his professional commitment.

Senior Wealth Advisor

Picto langues parlées

English, French

Bastien obtained his bachelor's degree in civil engineering in 1993 and worked for 5 years as an engineer before venturing into the finance sector in 1998 as a Wealth Advisor. With a solid educational background, including courses in financial planning, investment management, and futures trading, Bastien brings comprehensive and diverse expertise to the team.

Hardworking and motivated, Bastien is primarily responsible for portfolio management. He ensures that investment strategies are aligned with each client's financial goals, emphasizing a rigorous and methodical approach. His dedication and expertise allow him to effectively manage the assets under his supervision, providing clients with peace of mind and sustained performance.

Outside of work, Bastien is passionate about outdoor activities, including boating, scuba diving, and spending time at the cottage, reflecting his love for adventure and nature.

Picto langues parlées

English, French

Louis obtained a bachelor's degree in law and administration before becoming a notary in 1996. In 2000, he joined National Bank Financial as an investment advisor, integrating his legal skills into wealth management. This dual expertise allows him to offer tailored and insightful advice, taking into account complex legal implications. His experience makes him a valuable ally for well-informed and legally sound wealth management.

Outside of work, Louis is passionate about endurance sports such as cycling, swimming, and running. He also enjoys cooking, bringing the same rigor and creativity to his dishes as he does to his work, balancing performance and pleasure in all aspects of his life.

Wealth Advisor

Picto langues parlées

English, French

Mélinda obtained her bachelor's degree in business administration in 2014, followed by the Canadian Securities Course in 2016. In 2023, she completed a certificate in financial planning and became an investment advisor the same year. Since joining our team in 2015, Mélinda has distinguished herself with her exceptional organizational skills, which she applies in all areas of her life. Dynamic and always ready to take action, she brings this vitality to her work, supporting her clients with rigor and determination.

Outside the office, she is equally committed to family sports, reflecting her dedication and leadership spirit. Her ability to combine precision and energy makes her a trusted professional in wealth management.

Wealth Advisor

Picto langues parlées

English, French

Emmanuelle obtained her bachelor's degree in law in 2021 and became a lawyer in 2022. She joined the family team at National Bank Financial in 2023 and earned her title as an Wealth Advisor in 2024, adding a valuable legal dimension to the team. Her legal training enhances her ability to analyze the legal aspects of wealth management, ensuring clients a comprehensive and well-informed approach.

Emmanuelle stands out for her organizational skills, discipline, and calm demeanor, qualities that allow her to navigate the complexities of financial management with confidence.

Outside the office, she places great importance on training and healthy habits, reflecting her commitment to maintaining balance and rigor in all aspects of her life.

Pascale Thériault, Pl.Fin.

Wealth Management Associate

Picto langues parlées

English, French

Pascale obtained her bachelor's degree in business administration in 2019 and became a financial planner the same year. With experience as an accounting technician and personal finance advisor, she gained in-depth knowledge of financial management before joining our team in 2021. She also completed the Canadian Securities Course, further enhancing her investment skills. Known for her rigor, Pascale approaches each case with meticulous attention to detail. Her combination of technical expertise and dedication to precision makes her a trusted professional.

Outside of work, she is passionate about outdoor activities such as surfing, boating, camping, and scuba diving, reflecting her energy and adventurous spirit.

Maude Lareau, Pl.Fin.

Wealth Management Associate

Picto langues parlées

English, French

Maude, who holds a bachelor's degree in business administration obtained in 2011 and has been a financial planner since 2013, navigates the financial field with passion. She joined our team in 2023 and has since completed the Canadian Securities Course. Dynamic and enterprising, Maude excels in interpersonal relationships, building trust to guide clients towards financial independence.

Passionate about financial planning, saving, investing, and healthy living, Maude embodies positive leadership by helping people achieve their financial goals. Her bedside reading includes books on personal finance, personal development, and popular psychology, reflecting her commitment to constantly deepening her knowledge to better serve her clients.

Nos partenaires

Our financial advisors | Équipe Morin Poirier Duchesne | National Bank Financial - Wealth Management
Photo of Sara Lord Bendhifallah, Senior Personal Banker

Sara Lord Bendhifallah

Senior Personal Banker

National Bank of Canada

Recognized for her proactivity, dedication and thoroughness, she makes our clients her priority. Through her involvement and desire to serve you well, Sara is able to offer a complete range of tailor-made banking and financing solutions in order to carry out our client's projects and their ambitions. 

Our financial advisors | Équipe Morin Poirier Duchesne | National Bank Financial - Wealth Management
Photo of Pascal Harvey, Mortgage Development Manager

Pascal Harvey

Mortgage Development Manager

National Bank

Our financial advisors | Équipe Morin Poirier Duchesne | National Bank Financial - Wealth Management
Photo of Marie-Claude Lacroix, Senior Advisor, Estate Planning.

Marie-Claude Lacroix, Notary

Senior Advisor, Estate Planning

National Bank Trust

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.

Our financial advisors | Équipe Morin Poirier Duchesne | National Bank Financial - Wealth Management
Photo of Alexandre Bérubé, Director of Business Services

Alexandre Bérubé

Director of Business Services

National Bank

Contact us

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