Our financial advisors | Giard Advisory Group | National Bank Financial

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.

Schedule an appointment

Meet your Wealth Advisor

Yves Sauvé

Senior Wealth Advisor & Portfolio Manager

514-879-5200

yves.sauve@nbc.ca

English, French

Simon Giard, Ll.b, D.E.S.S. Gestion, MBA

Wealth Advisor

514-412-3126

simon.giard@nbc.ca

Simon Giard

English, French

Passionate about finance and the possibilities it provides, Simon loves discovering the unique stories of everyone he meets and helping his clients reach their full financial potential by growing their financial assets, protecting their wealth and put in place a realistic financial plan corresponding to their aspirations and dreams.

Lawyer and holder of an MBA, Simon has over 14 years of experience in finance, law and entrepreneurship. Having worked with several types of clientele, he will understand your unique reality and he will be able to offer you solutions that are exclusive to your situation.

Unique experiences and skills:

Entrepreneurs and complex financial situations
Extensive experience in real estate
Commercial, real estate, agricultural and personal credit
Legal, health and administrative professionals
World of arts and culture

Johanne Berthiaume

Wealth Associate

514-879-3742

johanne.berthiaume@nbc.ca

English, French

Our Partners

Our financial advisors | Giard Advisory Group | National Bank Financial - Wealth Management

Photo of Marc-Olivier Godbout, Senior Advisor, Financial Planning, Banking solutions for business, collaborator

Marc-Olivier Godbout, CPA, MBA, Pl. fin.

Senior Advisor, Financial Planning¹

Wealth Management Solutions Group

Marc-Olivier holds a bachelor's degree and a graduate diploma in accounting as well as an MBA. He is a member of the Ordre des comptables professionnels agréés du Québec (CPA) and the Institut québécois de planification financière (IQPF).

After working for more than 10 years in financial analysis, Marc-Olivier has been a financial planner serving high-net-worth clients for over 5 years. National Bank Financial – Wealth Management clients benefit from his holistic approach to financial planning to help them achieve their life goals. The resulting value-creating recommendations are presented in a simple, clear and professional manner to make implementation easier.

Our financial advisors | Giard Advisory Group | National Bank Financial - Wealth Management

Lysane Tougas

Senior Advisor, Estate Planning²

National Bank Financial - Wealth Management

Our financial advisors | Giard Advisory Group | National Bank Financial - Wealth Management

Martin Bissonnette, MBA

Financial Security Advisor

MBSC Stratégies d’Assurance partner of National Bank Insurance Firm (NBIF)

Our financial advisors | Giard Advisory Group | National Bank Financial - Wealth Management

Catherine Fiset

Senior Personal Banker⁴

National Bank of Canada

Notes-legales-en

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.