Meet our team

Luc’s career in the financial services industry began in 1990 at National Bank. In 1996, he became a wealth advisor at National Bank Financial. Today, he has two inspiring roles: Portfolio Manager and Wealth Advisor.

To ensure that the expectations of his wealth management clients are met, Luc regularly keeps in touch with them. As such, he has been identified as the team’s representative, a responsibility that he humbly assumes.

Social commitment is a core value for Luc, who, among other things, was a proud sponsor of the Longueuil Symphony Orchestra Foundation for many years. He loves sports and travel and always has new destinations in his sights!

Jean-Philippe started with National Bank Financial in 1996 and joined Luc Richard’s team as an assistant in 1998. A few years later, after improving his financial knowledge, he became a wealth advisor for the group and continued to build his career at a steady pace.

Jean-Philippe is a graduate of the Université du Québec à Montréal and has successfully completed several courses at the Canadian Securities Institute, including on options and financial planning. He is also a CSI Fellow, which is a major distinction in finance.

Within the team, Jean-Philippe develops the investment strategy and ensures that clients’ portfolios align with their life goals, while meeting their needs.

Jean-Philippe is always on the lookout for new solutions for clients and any information that has an impact on the markets. He is an avid scuba diver and skier, and truly values the time he spends with his family.

Marc-André’s career has been atypical. After serving as vice-president and a coffee broker for an international company and then as an export consultant for entrepreneurs in Lanaudière, Marc-André was ready for new challenges. Inspired by the success of his uncle and father who worked in finance, he joined National Bank Financial in 2012.

Marc-André draws on his excellent understanding of the reality of entrepreneurs. He holds a BBA in International Trade from UQAM and has taken various advanced courses, including the Chartered Investment Manager course. His clients also benefit from the knowledge of gerontology he acquired while at university.  

Marc-André has always been keen to get involved in many ways. He served as a representative on the NBF’s Wealth Advisors Advisory Council and on the Centre Petite Échelle’s board of directors.

An excellent tennis player, Marc-André is quick on the court and stands out both for his finesse and strategic approach, qualities that are also very useful in his work. He brings a ton of energy, curiosity, and openness to his team and models a good work-life balance.

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. 

After five years in financial services at another major Canadian bank, Xavier joined National Bank Financial after completing his bachelor’s degree in finance and a certificate in financial planning. He also has a financial and insurance services background and has completed the Investment Funds in Canada (IFC) and Canadian Securities Course (CSC) training. He won numerous scholarships during his university career, including one from National Bank for academic excellence in finance and one from the Institut québécois de planification financière for his excellence in financial planning.

Xavier has always been drawn to finance and capital markets and wanted to work in the field of securities. Finance is a vocation for him, and being on the team allows him to channel his knowledge and passion on a daily basis.

Xavier is organized, rigorous, and curious, and is particularly committed to the wellbeing of clients while upholding his core values of respect, integrity, and honesty.

In his spare time, Xavier can be found poring over his books on finance and economics or cooking. He is also a very good runner and loves to travel.

Maxime is an investment analyst. He has been working in the financial sector since 2022. He graduated from UQAM and has completed the three exams leading to the CFA (Chartered Financial Analyst) designation. He brings his expertise to our portfolio management team.

After studying marketing at college, Sylvie decided to pursue her interest in numbers by taking advanced training in banking products and finance, including the CSI Canadian Securities Course.

Her hard work paid off as her knowledge and determination to succeed helped her get a job at CIBC, where she worked for six years. She then joined National Bank Financial in 2004.

Sylvie joined the team in March 2018 and brings her attention to detail and organizational skills to the administrative aspects of our team.

Sylvie is a fitness and yoga enthusiast and she enjoys gardening, but what she loves most is spending time with her grandchildren.

Jade made the unusual but successful transition from the world of high fashion to high finance back in 2005, when she began her career as an executive assistant at an international private investment firm.

Jade has over 18 years of experience working in the financial services industry and holds the highly coveted Chartered Investment Manager (CIM®) and the Fellow of CSI (FCSI®) designations.

She is fully licensed as a Registered Representative with CIRO and is also licensed to trade options.

In 2019, after successfully completing a rigorous five course learning path, she was awarded the Certificate in Derivatives Market Strategies (DMS), a segment of the industry that she is particularly passionate about.

Her hard work, discipline and dedication to always uphold the highest standards of industry conduct and ethics are among her best professional qualities.

Sophie Ferland has worked in securities since 1991. She began her career with Lévesque Beaubien Geoffrion Inc. (now National Bank Financial) in the Legal Department. She then worked for various well-known brokerage firms before returning to National Bank Financial in 2007 where she worked with Luc Richard and Jean-Philippe Ste-Marie in Saint-Bruno-de-Montarville until 2010. We were very pleased to welcome her back to our team where it all began.

Her main duties are to ensure administrative control and quality in close cooperation with Sylvie Guay and to support Nathalie Gonthier in customer service.

Sophie loves animals, the outdoors, music, and action movies. She worked in animal-assisted therapy with her dog for about 15 years, and would one day like to re-enter the field and use horses to assist children with mobility issues.

Nathalie has worked in finance for over a decade. She started her career in 2007 in member and client services at Desjardins. She then joined National Bank Financial in 2014 as an Operations Agent then a Customer Services Agent.

Her ability to connect with clients and contribute to their success allow her to make a difference every day.

Known for her interpersonal skills and good humour, Nathalie plays a very important role in the team. She seamlessly liaises with clients and team members thanks to her excellent listening skills, versatility, and adaptability.

Nathalie is an inspired spouse and mother of two young adults. She served on the parents’ committee of the school board and on the board of her children’s high school. She keeps herself active and in shape by doing Zumba and spinning classes.