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.
English, French
Since 1998, Philippe has been working with clients as a wealth advisor at National Bank Financial Wealth Management. He has a Bachelor of Business Administration degree from the Université du Québec à Montréal.
Philippe is a Certified Investment Manager (CIM) and a Fellow, which are the highest designation in the financial wealth management industry, both awarded by the Canadian Securities Institute, ensuring his clients integrity, and competence.
English, French
Julie-Ann has a Bachelor of Business Administration - Marketing specialization from Université Laval and a Bachelor of Translation from Université du Québec à Trois-Rivières. She has also completed the Canadian Securities Course (CSC). She is responsible for the administrative management of client accounts and provides exceptional client service.
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.
