Sylvie has over 25 years’ experience in securities. Capitalizing on her strong listening skills and empathy, she is able to determine her clients’ financial goals and identify any potential obstacles. Ensuring that her clients are comfortable with their financial strategies is one of her top priorities. Sylvie has experienced all manner of market swings and her clients have always benefitted from her ability to remain calm and make rational decisions during critical moments. Sylvie is a mother and grandmother who truly cares about the wellbeing of the people around her.
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
Wealth Advisor
Wealth Advisor
English, French
Pierre-Luc holds a BBA in Finance from UQTR. He leaves nothing to chance where finances are concerned. Always analytical, Pierre-Luc wants to make sure that every aspect of your financial strategy is the best it can be. He is also careful to use plain and simple language to give you all the information you need to understand your personal finances. In his spare time, Pierre-Luc loves to spend time with his young family and enjoys good weather year-round for skiing, cycling, and golfing!
Our partners
Youssef Gharib, B.Com., M.Fisc., F. Pl.
Senior Advisor - Financial Planning¹
National
Bank Financial - Wealth Management
Youssef has a Bachelor's degree in Finance from Concordia University ( John Molson School of Business ), a Bachelor's degree in Computer Science from the Lebanese American University and is currently finishing his theses to earn his Master's degree in Taxation from the University of Sherbrooke. He is a Financial Planner and a member of l'Institut québécois de planification financière.
Furthermore, he has worked for the last 15 years providing financial services at National Bank. With his expertise in financial planning, he introduces integrated financial plans and personalized solutions adapted to financial and taxation needs for National Bank - Wealth Management clients of the north shore region.
Mélany Duquette, LLM. opt. Fisc., D.D.N., LL.B
Senior Advisor, Estate planning²
National
Bank Financial - Wealth Management
Me Mélany Duquette has been a notary and tax professional for more than 15 years in a private multidisciplinary study in which she has become a partner and then specialized in cross-border tax and estate planning.
In 2015, she continued her career with a large accounting firm and remained there until 2019. Mélany then entered into the world of financial institutions.
Martin Bissonnette, MBA
Financial Security Advisor
MBSC Stratégies d’Assurance partner of National Bank Insurance Firm (NBIF)
- 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.
