Expert in tax structures for healthcare professionals and entrepreneurs, Nicolas Schulman has been in the financial industry for 19 years. After graduating in Economics from Concordia University, Nicolas started his career in the National Bank branches, as a Private Banker and Financial Planner. Quickly, his interest in the Equity markets and wealth management brought him to change direction and pursue his path within National Bank Financial, leading him to obtain the CIM (Chartered Investment Manager) designation.

Over the years, he has developed a personalized approach, tailored to meet his clients’ specific needs in terms of investment, portfolio management, estate planning and insurance coverage.

Indeed, Nicolas has built a true family office. He leads a team of 12 employees at Schulman Group and collaborates closely with a team of dedicated experts, such as tax lawyers, accountants, commercial and private bankers, financial security advisors, and mortgage specialists.

He enjoys undisputed credibility in the industry and frequently collaborates on various economic articles. 

Among his community service commitments, he sits on the Board of Directors of the Emergo Foundation, aiming to ensure sustainability of Emergo Respite, an organization providing respite to parents of autistic children. He is also actively involved in the CHU Sainte-Justine Foundation, through the organizing committee of the Sainte-Justine Ball. Since the beginning of its involvement, the Schulman Group has raised over $ 100,000 for the event.

On a more personal note, Nicolas shares his life with Corinne and together they raise their beautiful 2-year-old. He enjoys outdoor activities such as golf, snowboarding and surfing.

Alexandre has over 8 years of experience at National Bank. He joined our team in 2017 as an Wealth Associate and was quickly promoted to Wealth Advisor. He stands out for his exceptional customer service, analytical mindset and active listening skills.

Alexandre has completed the Canadian Securities Institute’s Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH), and is currently pursuing his studies in business administration at Université du Québec à Montréal.

Simon has been working in banking and financial markets since 1999. He worked for 8 years at National Bank of Canada where he held various positions in branches, the Treasury sector and at National Bank Trust. He was Manager and Vice-President of an institutional hedge fund for over 9 years, and then joined National Bank Financial and the Schulman Group in 2016.

Simon holds a Bachelor of Finance degree from HEC Montréal and has also completed the Canadian Securities Institute’s Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH).

His extensive experience in financial markets and in-depth knowledge of portfolio management enable him to select the best investments for his clients by maximizing returns while minimizing their risk.

Fabrice has joined the Family Wealth Management Schulman Group in 2022 as a Wealth Advisor.

Working in the field of finance since 1998, Fabrice holds a Bachelor of Business Administration from the Université du Québec à Montréal. He has successfully completed the Canadian Securities Course (Canadian Securities Institute), as well as the Conduct and Practices Handbook Course (Canadian Securities Institute). Since 2000, he is also a member of the Institut québécois de planification financière (IQPF).

He stands out for his active listening skills, his expertise with health professionals, and he is committed to helping his clients realize their financial objectives.

Rafik joined our team in 2020. With over 5 years of customer service experience, he is known for his analytical skills, drive and strong ethics and values.

Rafik holds a Bachelor of Business Administration with a concentration in Finance from HEC Montréal and has also completed the Canadian Securities Institute’s Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH).

His excellent interpersonal skills and financial knowledge allow him to excel in his relationships with our clients.

Mélanie has been working in finance for over 18 years, including 10 years with the Schulman Group, and has taken on multiple roles and responsibilities. She has been a Senior Wealth Associate, Events Planner and Team Lead. She has also trained a large number of wealth associates during her career.

Mélanie has completed the Canadian Securities Institute’s Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH).

She stands out for her drive, diligence and excellent organizational skills. Her leadership skills and extensive experience are assets that allow her to excel in her role as Operations Manager.

Salomé has been working as an assistant with the Schulman Group since 2019. Her extensive experience in the luxury hotel industry and ability to quickly identify client requests make her a trustworthy person to take care of clients and book appointments.

With over 10 years of customer service experience, Salomé is known for her organizational and interpersonal skills that allow her to quickly take care of our clients’ needs and direct them to the right person on our team. Salomé will be your first point of contact to request appointments.

Roberto joined our team as an Investment Analyst in 2020. He has more than 5 years of experience in finance, including working as a sales trader at Lombard Odier. He has also held various positions at BMO.

Roberto holds a Bachelor of Business Administration with a concentration in Finance and a Master of Science in Applied Finance from ESG UQAM, and has completed all 3 levels of the CFA Program. He has also completed the Canadian Securities Institute’s Canadian Securities Course (CSC), the Conduct and Practices Handbook Course (CPH), the Derivatives Fundamentals and Options Licensing Course (DFOL) and the Futures Licensing Course (FLC).

Roberto’s skills and knowledge in portfolio management and his diligence make him an invaluable asset to the Portfolio Management team.

Jean joined the Schulman Group in 2021 and has been working in the financial services industry for over 9 years. He also worked at NBDB over the past few years. He stands out for his analytical skills and operational diligence.

Jean holds a DEC in Insurance and Financial Services and a Bachelor of Business Administration with a concentration in Finance from ESG UQAM. He also completed the Canadian Securities Institute’s Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH).

His academic background and experience are undeniable assets in his role on the Portfolio Management team.

Daniel holds a bachelor’s degree in Economics from the University of Montreal and the title of Financial planner from the IQPF, he stands out for his analytical skills, his deep desire to help his clients and the quality of his advice in terms of financial planning.

Daniel has more than 12 years of experience in the wealth management field. He worked as an advisor in branches of the National Bank for more than 3 years and, after obtaining his diploma from the IQPF, he became a financial planner. His experience at the National Bank thus totals more than 12 years.

He is also the father of two girls and splits his free time between their extracurricular activities, travels, and a few sports.

We are convinced Daniel will be an asset to our team and that he will provide valuable advice to our clients.