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Portfolio Manager and Wealth Advisor for The National Bank Financial and Financial Security Advisor for NBF Financial Services Inc.*, Cimon has been involved in the securities industry since 2003. He regularly shares his knowledge as a guest expert in the media, particularly for the RDI channel, the daily paper La Presse and the newspaper Les Affaires.

Cimon also volunteers in his community, including sitting on the board of a foundation for research on childhood diseases. This cause is particularly dear to him, having five young children himself. He has also been involved in various causes in arts.

In his free time, you’ll find Cimon, his wife Shad and their five childrens Avy, Liv, Winston, Madison and Calvin snowboarding (when they’re not busy changing diapers…). If not, try his home office, enjoying one of his books!

*Note: Insurance products offered through NBF Financial Services Inc. are not covered by the Canadian Investor Protection Fund (CIPF).

Éric holds a Bachelor in Economics and the CIM® designation. 

With over 25 years of experience at National Bank Financial, he is dedicated and committed to meeting the needs of the families under his leadership. As an altruist, he places great importance on client satisfaction and the well-being of his team members.

A former gymnast, Éric now enjoys walking and traveling. Furthermore, his family is a great source of happiness for him.

Julien joined the team in October 2020. He is responsible for our bond strategy, the analysis of exchange traded funds, portfolio allocation and all stock transactions for our clients. Julien has completed his bachelor’s degree in business administration (B.A.A), with a major in finance, at HEC Montréal. He also holds the designation of Chartered Financial Analyst (CFA).

Julien has over twenty years’ experience in the investment industry in portfolio analysis and management, primarily in the fixed income market. In the last few years, he has contributed in the launch and development of the successful management platform of unified accounts (UMA) at National Bank Financial.

In his spare time, you can find Julien on a ski slope or on a golf course. Otherwise, tech-savvy, he is always on the lookout for new gadgets to try!

Caroline holds a Bachelor of Business Administration as well as the CFA designation.

She is a Portfolio Manager with over 20 years of experience in the investment industry.

Caroline has extensive experience and knowledge of Global Real Estate and Absolute Return products.

Caroline's strengths include her exceptional analytical skills. 

She is a proud mother and an avid cyclist.

Philippe joined our team in February 2022 as our associate wealth advisor. He is responsible the relational aspect and wealth management.

Philippe has completed his bachelor’s degree in business administration (B.A.A) with a major in finance, at HEC Montréal. He’s currently pursuing studies to obtain the title of financial planner (Pl. fin.) from the Institut Québécois de Planification Financière (IQPF).

He’s bringing into the team his knowledge as a banking advisor in a National Bank branch and is making a comeback at the National Bank Financial since he worked as an investment associate in the past.

In his spare time, if you can’t find him on a golf course or watching a Montreal Canadiens’ game, he’s spending time with his family or his friends.

Teo holds a Bachelor of Business Administration with a major in Finance and the CIM® designation. 

Working his way up through the ranks, he started his career as an Investment Fund Accountant and then as an Institutional Account Manager in the Custodial Department. He then moved into securities and became a Wealth Advisor, Portfolio Manager at National Bank Financial.

Teo enjoys team sports such as hockey, soccer, baseball and travelling with his wife and two children.

Lynne joined our team in January 2020. She is responsible for the customer experience and for supporting the administrative team.

Lynne has a certificate in administration and has more than 40 years of experience in our industry. Throughout her professional career, she has held several positions such as associate, administrative associate in branch and regional associate.

In her spare time, Lynne likes to experiment with new recipes and dance. Otherwise, she just enjoys spending time with family!