Meet our team

Steve has been Portfolio Manager and Wealth Advisor for National Bank Financial since 2006 and has been advising investors for over twenty years. His interest in investing led him to McGill University in finance and real estate to further specialize in financial analysis with the CFA designation. Following experiences ranging from trading on the floor of the stock exchange to private equity investment for a large Canadian pension fund, two ends of the investment spectrum, he became a portfolio manager for private and corporate clients and takes pride in helping them optimize all aspects of their financial lives.

He values family, integrity and respect while having a positive view of the world.

Recognized for his openness and discipline, his mission is to help his clients see clearly and protect them from the pitfalls of the financial world.

Since starting his career in the industry in 2013, Sid has distinguished himself through his diligence and professionalism. Guided by values of ethics and transparency, he consistently applies these principles in his daily work. With a bachelor's degree in business administration and a certification as a financial planner, Sid has successfully shared his knowledge and expertise with his clients, offering a personalized approach that they greatly appreciate.

Passionate about financial optimization, Sid always finds creative and efficient solutions for developing financial plans. His contagious energy ensures that he brings a dose of good cheer to every interaction. Deeply involved in the community, particularly through sports, Sid has led and initiated several fundraising campaigns for community organizations. He is always ready to tackle new challenges head-on.

Orith is also a McGill alumna and somewhat of a veteran of the industry. She has over 15 years of financial services experience working for two other prominent financial institutions. 

She is fully licensed to trade securities and is responsible of administration, regulatory compliance and the day-to-day client service.