Discover our team

Professionals who listen to your needs

We are the Gélinas-Bossé Team

We aim to assist you in all aspects of wealth management with a highly personalized service.

We work in synergy with our partners to offer you a global wealth management proposition.

Together with them, we create strategies that reflect your current and future aspirations for you and your family.

As your partner for all your financial needs and surrounded by our experts, we have the expertise to help you achieve your goals.

Invest in the experience !

 

Our team

Senior Wealth Advisor & Portfolio Manager

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English, French

Passionate about sports with a degree from McGill… Read more

Wealth Advisor & Portfolio Manager

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English, French

I completed my bachelor's degree in business administration … Read more

Jean-Philippe Gélinas, B.B.A.

Wealth Advisor

Nesrine Boukhezar

Associate

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English, French

With over 10 years of experience in customer service and … Read more

Sylvie Bélanger

Development & Communication Associate

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English, French

I began my career in 1985 with a discount brokerage… Read more

Our partners

With the support of our specialized partners, we guide you through the different aspects of wealth management and propose solutions and services to meet all your financial needs.

Together, we navigate to achieve your goals.

Our financial advisors | Gélinas-Bossé Team | National Bank Financial - Wealth Management
Photo of Youssef Gharib, Senior Advisor in Financial Planning, collaborator

Youssef Gharib, B.Com., M.Fisc., F. Pl.

Senior Advisor - Financial Planning¹

National Bank Financial - Wealth Management
 

Youssef has a Bachelor's degree in Finance from Concordia University ( John Molson School of Business ), a Bachelor's degree in Computer Science from the Lebanese American University and is currently finishing his theses to earn his Master's degree in Taxation from the University of Sherbrooke. He is a Financial Planner and a member of l'Institut québécois de planification financière.

Furthermore, he has worked for the last 15 years providing financial services at National Bank. With his expertise in financial planning, he introduces integrated financial plans and personalized solutions adapted to financial and taxation needs for National Bank - Wealth Management clients of the north shore region.

Our financial advisors | Gélinas-Bossé Team | National Bank Financial - Wealth Management
Photo of Mélany Duquette, Senior Advisor, Estate planning, collaborator

Mélany Duquette, LLM. opt. Fisc., D.D.N., LL.B

Senior Advisor, Estate planning²

National Bank Financial - Wealth Management
 

Me Mélany Duquette has been a notary and tax professional for more than 15 years in a private multidisciplinary study in which she has become a partner and then specialized in cross-border tax and estate planning.

In 2015, she continued her career with a large accounting firm and remained there until 2019. Mélany then entered into the world of financial institutions.

Our financial advisors | Gélinas-Bossé Team | National Bank Financial - Wealth Management
Photo of Frédéric Lagacé, Financial Security Advisor, collaborator.

Frédéric Lagacé

Financial Security Advisor³

Groupe Lagacé & associés Inc.

Partner of National Bank Insurance Firm

Mr. Lagacé launched his own business over 25 years ago, fascinated by the possibilities insurance offered to create and protect wealth. He has spent as many years immersed in the affairs of entrepreneurs and professionals, and of the high net-worth individuals intent on protecting their loved ones and their assets.

Our financial advisors | Gélinas-Bossé Team | National Bank Financial - Wealth Management
Photo de Yolaine Lemieux, Senior Personal Banker, collaborator

Yolaine Lemieux

Senior Personal Banker⁴

National Bank of Canada
 

With more than 30 years of experience at National Bank, more specifically in financing, Yolaine is recognized for her rigor and her dedication to her clients.

Whether your current goals involve purchasing a first home, financing a child's education, or planning for retirement, Yolaine can help you make the best decisions with your financing and banking needs.

Our financial advisors | Gélinas-Bossé Team | National Bank Financial - Wealth Management
Marie-Ève Paiement, Senior Personal Banker, collaborator

Marie-Ève Paiement

Senior Personal Banker⁴

National Bank of Canada

As Senior Personal Banker, Marie-Ève Paiement provides a full suite of banking and lending solutions tailormade for clients of National Bank Financial - Wealth Management (NBFWM). 
 
Working exclusively with Investment Advisors, and as a complement to the existing advice provided by NBFWM, Marie-Ève assures continuity in the execution of their clients’ wealth management strategies. With over 10 years of experience in the financial industry most of it in the mortgage department, she is recognized for her leadership skills and considerable knowledge of banking, lending and financial services. Through a high level of communication skills and work ethic, clients are definitely in good hands when it comes to planning and exploring the options for all of their banking and financing needs. Marie-Ève ​​also holds a university certificate in Administration and Financial Planning. 

Our financial advisors | Gélinas-Bossé Team | National Bank Financial - Wealth Management
Photo of Sandro De Benedictis, Senior Personnal Banker

Sandro De Benedictis

Senior Personnal Banker⁴

National Bank of Canada
 

With more than 15 years of experience in the banking field, including over 12 with the National Bank, Sandro has been recognized for his professionalism, experience and dedication to customers.

He has excellent knowledge of various banking and financial products, while remaining on the lookout for trends in constantly evolving markets.

He strongly believes that good asset management involves guidance and support across the entire balance sheet of clients, paving the way for the realization of their projects and the development of their strategies.

As a Financing Solution Specialist, he is able to offer National Bank Financial – Wealth Management clients a complete range of banking and financing solutions tailored to their needs.

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.

  1. 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.

  2. 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.

  3. 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.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

Contact us

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