Our financial advisors | Marleau Wealth Management | National Bank Financial

We work together to achieve your goals

Our team of finance and customer service professionals is here to support you in managing your wealth. They will help you choose the products best suited to your needs.

We're 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

Sylvain Marleau

Senior Wealth Advisor & Portfolio Manager

450-370-3308

sylvain.marleau@nbc.ca

Sylvain Marleau

English, French

Sylvain has a bachelor's degree in Business Administration and solid training in securities.

His greatest strength is his experience.

Since 1998, Sylvain has closely monitored market fluctuations, tracked the progress of large and small businesses, and kept abreast of new products and services. He leverages his extensive experience and his ability to easily identify financial opportunities to build lasting client relationships through a reliable, highly professional portfolio management experience.

His many years of experience allow him to act as a trainer for new Wealth Management advisors at National Bank Financial Wealth Management.

Valerie Havard, B.A.A.

Wealth Advisor

450-370-4796

valerie.havard@nbc.ca

English, French

Valérie Havard holds a Bachelor's degree in Business Administration and a background in Securities. Having worked for more than 10 years at National Bank, she has acquired a solid experience as an Investment and Retirement Planning Advisor.

Valérie stands out for her great analytical skills, a quality that is essential to the dynamics and strength of our team.

But, above all, she is known for her ability to communicate complex subjects and her professional and personalized service.

Sonia Champagne

Senior Wealth Associate

450-370-4790

sonia.champagne@nbc.ca

English, French

Sonia has extensive experience in the financial sector and has worked with Sylvain since 1996. She completed her Canadian Securities Course in 2007.

Sonia is known for her professional attitude, her sense of initiative and her outstanding customer service skills. With her numerous years of experience within our organization, she has developed a comprehensive understanding of clients' needs and files, making her an exceptional contributor.

Patricia Haworth

Wealth Associate

450 370-4795

patricia.haworth@nbc.ca

English, French

Patricia joined the team in 2021. She has more than 25 years of experience in human resources management. Her expertise centres on managing benefits, savings plans and pension plans. This has enabled her to build relationships with key players in the industry.

She has successfully completed the training that gives her access to the title of Wealth Associate.

Clients appreciate her excellent communication skills, her ability to explain concepts in simple terms and her proactive approach. Her excellent communication skills, her interpersonal approach and her proactive nature are major assets that are greatly appreciated by her clients. Her bilingualism is also an added value to the team.

Our partners

Our financial advisors | Marleau Wealth Management | National Bank Financial - Wealth Management

Jean-Françoys Gauvin

Senior Advisor, Financial Planning¹

National Bank Financial - Wealth Management

Our financial advisors | Marleau Wealth Management | National Bank Financial - Wealth Management

Jean-Francois Gobeil

Financial Planner¹

National Bank Financial - Wealth Management

Our financial advisors | Marleau Wealth Management | National Bank Financial - Wealth Management

Benoit Constantineau

Director, Fiduciary Services²

National Bank Trust

Our financial advisors | Marleau Wealth Management | National Bank Financial - Wealth Management

Mariam Kazeb

Personal Banker⁴

National Bank of Canada

As a personal banker, Mariam Kazeb offers a full range of customized banking and financing solutions through the various partnership agreements offered throughout the sector: National Bank Advisor Banking Services.

These agreements allow Independent Advisors to have access to a range of banking and financing solutions to help them complete their overall approach and thus add value to their client relationships.

Working with National Bank Financial Advisors, Mariam complements the existing advisory services provided by Advisor Banking Services by ensuring continuity of the execution of wealth management strategies by integrating the banking component into their overall approach.

With over 10 years of experience at National Bank, Mariam is recognized for her rigor and dedication to her clients. Thanks to her excellent knowledge of the product offered, customers are definitely in good hands when it comes to planning and exploring options for all their banking and financing needs.

Our financial advisors | Marleau Wealth Management | National Bank Financial - Wealth Management

Christelle Malenfant

Senior Advisor, Estate Planning²

National Bank of Canada

Our financial advisors | Marleau Wealth Management | National Bank Financial - Wealth Management

Marie-Josée Lefebvre

Financial security advisor³

National Bank Insurance Firm

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.