Our financial advisors | Groupe de gestion de Patrimoine Jean Martel | 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.

Our team of experts

Jean Martel, B.Com., CIM®

Wealth Advisor & Portfolio Manager

514-879-5392

jean.martel@nbc.ca

Jean Martel

English, French

An irreplaceable financial advisor; this is the mission that Jean Martel has been pursuing for over 20 years. He holds a bachelor’s degree from Concordia University, as well as the title of Chartered Investment Manager (CIM).

Jean Martel has accumulated an extremely diverse expertise over the course of his career, this have given him an in-depth knowledge of the tendencies and fluctuations of the markets. A rigorous yet conservative management style has allowed him to offer a superior service to his clients; providing consistent earnings while still managing risk.

Backed by one of the most solid financial institutions in the country, Mr. Martel has the necessary expertise to advise you in all aspects of wealth management. Aided by a group of experts that can satisfy your every need, Jean will help you personally develop the best strategies to magnify your wealth, all while protecting your assets.

On top of a personalized service, his clients will benefit from state-of-the-art technology and an offer of products and services among the most innovative in the industry.

Our partners

Our financial advisors | Groupe de gestion de Patrimoine Jean Martel | National Bank Financial - Wealth Management

Photo of Lysane Tougas, Financial security advisor, partner.

Eric Harvey

Advisor, Financial Security³

National Bank Insurance Firm

With a bachelor's degree in business administration and a specialization in finance from HEC Montréal, Eric is our expert in individual insurance (personal and commercial). He joined National Bank Insurance Firm team in 1999. His experience makes it possible to choose the insurer from the range of companies he represents. By integrating the concept of wealth management, he can suggest scenarios that will ensure you the protection you are looking for.

His commitment: to guide you through every step of your insurance planning, from the initial analysis of your situation to the choice of the best insurance product available, considering your needs and the appropriate conditions. Ready to meet with you at a time and place that suits you best, Eric wants to help you make the decisions that will ensure you financial security and peace of mind.

Our financial advisors | Groupe de gestion de Patrimoine Jean Martel | National Bank Financial - Wealth Management

Lysane Tougas

Senior Advisor, Estate Planning²

National Bank Financial - Wealth Management

Our financial advisors | Groupe de gestion de Patrimoine Jean Martel | 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 | Groupe de gestion de Patrimoine Jean Martel | National Bank Financial - Wealth Management

Tamara Phaneuf-Rivest

Private Banker

Private Banking 1859

Tamara has started her career in banking more than 8 years ago. She has recently been appointed a private banker role, exclusively for National Bank Financial, joining her passion for client servicing and financing. She promptly identifies client requests and is known to put forward creative solutions in a timely and creative matter for customers.

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.

National Bank Insurance Firm

Each of our clients has specific insurance needs and objectives.

That's why we created National Bank Insurance Firm in 1996. Our specialists at National Bank Insurance can provide you with sound advice and meet all your insurance needs.

Improve your financial situation

From the outset, we define a clear and accurate picture of your financial situation and review it with you regularly. We will work with you to draw a list of medium- and long-tenn goals. and recommend the most effective solutions to achieve those goals.

Whether you need :

Life insurance
Critical dIness insurance
Disability insurance
Long-term rare insurance
Adtisorv services

We help you mainte in peace of minci in face of lites uncertainties.

Make our advisor your best ally in insurance planning

Eric Harvey, your personal insurance expert (Personal and Commercial), joined National Bank Insurance Firm in 1999.

He will guide you at every step of your insurance planning - from the initial assessment of your situation to selecting the best products and services for you. Éric Harvey is ready to meet with you when and where it is most convenient for you. He can help you with decisions to ensure your financial security and achieve greater prosperity.

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.