Our financial advisors | Natalie Sears Advisory Group | National Bank Financial

Our financial advisors | Natalie Sears Advisory Group

Our team of experts

Natalie Sears, B Comm, FCSI, CIM

Wealth Advisor

514-879-5244

natalie.sears@nbc.ca

Natalie Sears

English, French

Natalie Sears has been a National Bank Financial Wealth Advisor since 1992. Her investing approach strikes a balance between two central pursuits: the preservation of capital and the pursuit of growth by seeking conservative opportunities in financial markets.

With a keen interest in history and education, and a dedication to the broader ideal of sound and sober investing, Natalie has taken up the torch on behalf of investors in the making, helping to promote financial literacy among college and university students through a number of avenues.

With her own burgeoning clientele since 1992, Natalie has a reputation for dispensing sterling investment advice and exceptional rigour in managing a diverse and evolving array of investments that deliver value. With her warm, vibrant personality and depth of market knowledge, she cultivates productive working relationships with her clients who appreciate her efforts and hold her in high regard.

Bachelor of Commerce, Concordia University (1989)
Registered Representative, Securities (1992)
Fellow of CSI (FCSI – 2006)
Contributor of articles on financial literacy to ClearFacts.ca (a National Bank website open to the public at large)
Bridgehouse Scholarship Program (a Canada-wide financial literacy contest for Canadian students): member of the judging panel since 2012.

Jean-Philippe Raymond, Fin. Pl., B.A.A.

Senior Analyst in Wealth Management

514-879-5212

jean-philippe.raymond@bnc.ca

Jean-Philippe Raymond

English, French

Jean-Philippe Raymond has been a Wealth Associate for the Natalie Sears team since 2013. Committed to running an efficient, responsive customer service operation, Jean-Philippe is motivated by attaining a high degree of satisfaction among the team’s clients. As our customer communications nerve centre, he understands the importance of smooth operations and clarity of communication to individual clients in the management of their personal wealth.

Jean-Philippe is a gifted listener who specializes in providing attentive, efficient and highly individualized service. His prior experience at National Bank Financial and his financial planner title are assets he brings to his work every day.

Bachelor of Business Administration, marketing option, UQAM (2008)
Wealth Associate (2014)
Commissioner of Oaths (2016)
Financial Planner title, IQPF (2019)

Annie Bélanger

Associate

514-413-8206

514-879-5212

annieb.belanger@nbc.ca

Annie Bélanger

English, French

Our partners

Our financial advisors | Natalie Sears Advisory Group | National Bank Financial - Wealth Management

Mona Semaan

Financing Solutions Specialist⁴

National Bank of Canada

As a personal banker, Mona Semaan offers a full range of tailor-made banking and financing solutions through the various partnership agreements offered across the sector Banking services to National Bank Advisors.

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

With nearly 17 years of experience at National Bank, Mona is recognized for her thoroughness and her dedication to her clients.

Thanks to her excellent knowledge of the products offered, clients are definitely in good hands when it comes to planning and exploring options for all of their banking and financing needs.

Our financial advisors | Natalie Sears Advisory Group | National Bank Financial - Wealth Management

Martin Bissonnette, MBA

Financial Security Advisor

MBSC Stratégies d’Assurance partner of National Bank Insurance Firm (NBIF)

Our financial advisors | Natalie Sears Advisory Group | 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 | Natalie Sears Advisory Group | National Bank Financial - Wealth Management

Lysane Tougas

Senior Advisor, Estate Planning²

National Bank Financial - Wealth Management

Our financial advisors | Natalie Sears Advisory Group | 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.

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.