Graduated with a bachelor's degree in economics and a certificate in financial management, Sara has been working in the securities field since 2014. Holder of the securities regulatory authority license since July 2015, she is passionate about numbers and economics. Her approach is based on rigor, compliance, and efficiency, essential values that guide her professional activities.
We work together to achieve your goals
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.
Our team of experts
Wealth Advisor & Portfolio Manager
Lyne Arsenault
Senior Wealth Associate
Our partners
Olivier Harrison
Mortgage Development Manager
National
Bank of Canada
Daniel Bernier
Financial Security Advisor
National Bank Insurance
Vanessa Houghton
Senior Financial Planner
National Bank Financial - Wealth Management
Alexandre Couture
Mortgage Development Manager4
National
Bank of Canada
