Our team of highly qualified investment professionals is here to support you in managing 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.
Financial Solutions Specialist, Advisor Banking Services (ABS)
National
Bank of Canada
Private Banker
Private
Banking 1859
Holding a Bachelor’s in Business Administration at John Molson School of Business (Concordia University), Andrew has over 13 years of experience in the banking industry.
As a Private Banker at Private Banking 1859, Andrew has been working exclusively with National Bank Financial for over 8 years now, offering a personalized service to their clients for their banking and financing needs.
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.
Senior Advisor, Estate Planning²
National
Bank of Canada
Mélina earned her bachelor’s in Civil Law at the University of Sherbrooke in 2011, subsequent to having earned her bachelor’s degree in Sociology and International Relations from York University in Toronto in 2007. She pursued her studies to become a member of another Canadian Bar Association by studying for her Juris Doctorate and completing her master’s degree in Common Law in 2012 at the University of Sherbrooke. Passionate about accompanying clients in their estate planning process, she completed her diploma in Notarial Law at the University of Montréal in 2013 and was sworn into the Chamber of Notaries in 2014, subsequent to articling in private practice.
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.
Small Business Account Manager
National
Bank of Canada
I have been working at the bank since 2010, and have held several positions such as personal banker advisor, account manager. As a Business Services Manager since March 2020, I offer a full range of banking and financing solutions for businesses and entrepreneurs. My priority is to have a positive impact on the lives of my clients.
