Meet our team

Patrick Fortin is a Senior Wealth Management Advisor at Financière Banque Nationale, where he has dedicatedly worked since 1986. In 2018, he achieved the coveted title of Portfolio Manager, bringing his expertise and strategic vision to his clients.

Patrick is well-known for his analytical approach, competence, and efficiency. His deep understanding of financial markets and commitment to staying constantly updated make him an exceptional advisor. Always attentive to the needs of his clients, Patrick places them at the heart of his priorities, ensuring they receive the best advice and service possible.

Outside of work, Patrick is passionate about sports. Cycling and running are integral parts of his daily life, and he has accomplished the feat of completing three Ironman and twelve half Ironman races, demonstrating his determination and competitive spirit.

As evident, his discipline, stability, and rigor make him a highly dedicated wealth management advisor. He embodies the values of National Bank Financial, combining financial expertise with unwavering dedication to his clients.

Bradley Boulton is the Wealth Management Leader at National Bank Financial, where he has devotedly worked since 2007. A graduate of McGill University, he appeared on the Dean’s Honour List and received the Birk Gold Medal. As a Chartered Investment Manager (CIM) from the Canadian Securities Institute, Bradley brings his expertise and strategic vision to his clients, specializing in developing wealth management strategies for entrepreneurs.

Bradley is well-known for his empathy, communication skills, and work ethic. Families and clients can expect unwavering commitment to the quality and integrity of his work. Bradley takes pride in understanding the needs and expectations of his clients, and in clearly and effectively conveying information and recommendations.

His mission is to accompany each family in establishing a customized mandate that meets the specific needs of each member. This includes a comprehensive analysis of the current family financial situation, establishing a clear and precise customized investment mandate, tax optimization, retirement planning, and estate planning.

Bradley is also active in charitable endeavors, supporting causes such as the Ste Justine Hospital Foundation, the Mira Foundation, and Operation Santa Claus. In summary, Bradley Boulton embodies the values of National Bank Financial, combining financial expertise and dedication to his clients with a personalized and humane approach.

Marie graduated from HEC Montréal with a Bachelor's degree in Business Administration, specializing in Finance. Since 2019, she has been part of the team as a Wealth Management Advisor, demonstrating proactive listening with her clients, constant attention to stock market movements, and an approach marked by empathy and authenticity. Marie finds great satisfaction in guiding her clients through the various stages of their lives.

Proud to be a woman in the financial sector, Marie is also a mentor in the Mentorship Program for young women students at National Bank Financial. She also dedicates part of her time to the Gemini Foundation, an organization that helps families in need in the Laval region.

Outside of work, Marie loves to immerse herself in nature through outdoor sports such as hiking and road cycling. She is also passionate about travel and enjoys exploring new cultures.

Since 2018, Nicholas has been actively involved in the finance industry, starting his career as Director of Business Development at TD Asset Management.

In his previous capacity, he provided crucial support to Wealth Management advisors, gaining invaluable insights into optimal portfolio management practices, financial planning strategies, and operational dynamics across diverse wealth management firms throughout Quebec. His extensive experience includes rigorous analysis of portfolio models and insightful discussions with numerous brokers navigating market fluctuations, all of which have profoundly influenced his vision of crafting a client-centric practice geared for investor success.

Apart from his professional responsibilities, he dedicates time to perfecting his golf swing, pushing his physical boundaries in preparation for powerlifting competitions, or participating in hockey games. His dedication to both personal fitness and professional excellence exemplifies his commitment to continuous growth and achievement in all aspects of his life.

Caroline is a recognized professional in the securities industry with over 25 years of experience. Known for her acute organizational skills, exemplary professionalism, and a keen interest in continuous improvement and new technologies, she has become a reference and a valuable resource for her clients.

Between 2003 and 2008, Caroline held concurrent roles as Branch Administrative Assistant in Laval and Investment Assistant. In 2016, she achieved the title of Senior Wealth Associate.

Always striving to maintain a balanced and healthy lifestyle, Caroline practices yoga and various seasonal activities. These lifestyle practices contribute to her well-being and make her a discerning individual. Her experience, commitment, and dedication are widely appreciated by her peers and colleagues.

Since 2017, Jessica has thrived in her role at National Bank Financial, demonstrating unwavering commitment and passion for the financial industry. In 2018, she enhanced her academic skills by obtaining a certificate in Administration from the Université du Québec en Outaouais (UQO). Continuously seeking improvement, she pursued a course in securities trading in 2019, further strengthening her expertise in this complex and dynamic sector.

Jessica is known for her impeccable organization and creative spirit, qualities that enable her to successfully navigate the daily challenges of her work. Her natural leadership and ability to inspire colleagues are valuable assets in her professional environment.

With a unique blend of technical skills and personal qualities, Jessica Lapierre continues to carve a remarkable path in the financial sector, guided always by her passion and dedication.