Jean-Sébastien began his career with National Bank in 2009 and joined National Bank Financial in 2011 in order to focus his efforts on guiding families with their wealth management needs.
He is a Chartered Financial Analyst (CFA), one of the most prestigious professional designations in finance and the business sector, as well as a Chartered Investment Manager (CIM). He also holds a Bachelor of Commerce degree from Concordia University’s John Molson School of Business with a major in finance and has completed various courses from the Canadian Securities Institute. All of these assets allow him to provide clients with outstanding expertise.
On the team, Jean-Sébastien plays a front-line role in developing personalized financial strategies, as well as building and optimizing portfolios geared for long-term success. His highly refined listening skills and motivation to provide proactive advice represent an outstanding added value for clients. Most of all, he is truly driven in his role as a wealth management advisor by the human side of the business involved in fostering and maintaining privileged relationships with clients and their families from one generation to the next.