Nancy acts, within our group, as a partner from National Bank. So whether you are looking for a first purchase, to refinance or the purchase of a second home, Nancy will develop with you adapted and customized solutions according to your needs. During her career, she held a number of position including, personal finance advisor, business development manager and branch manager before specializing in mortgage services.
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
Your Portfolio Managers
François Fortier, B. Gest., CIM®
Senior Wealth Advisor & Portfolio Manager
Charles-Antoine Lévesque
Investment Analyst
Your associates
Liette Rivest
Senior Wealth Associate
Mikaël Bouchard
Wealth Associate
Your telemarketing agent
Our partners
Jean-Françoys Gauvin
Senior Financial Planning Advisor¹
National Bank Financial - Wealth Management
Christelle Malenfant, L.L.B., D.D.N., TEP
Senior Advisor, Estate Planning²
National Bank of Canada
Marie-Josée Lefebvre
Financial security advisor³
National Bank Insurance Firm
Nancy St-Amand
Mortgage Development Director⁴
National Bank of Canada
Mariam Kazeb
Personal Banker
National Bank of Canada
The Taxation, Retirement and Estate Planning Team from National Bank Trust
We work closely with this team 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.
- 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.
- 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.
- 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.
- Financing solutions are
subject to credit approval by National bank.
- For details and conditions of the offer, please contact your advisor.
