Eric Szöghy received a bachelor’s in finance from Concordia University in Montreal before starting his career as a wealth advisor with Whalen Béliveau & Associés. He was made partner after years of delivering top-notch service growing the assets of his expanding client base. Whalen Béliveau & Associés was acquired by Lévesque Beaubien Geoffrion in the mid 90’s, changing its name to National Bank Financial in 1999. Mr. Szöghy has extensive experience in financial planning in addition to being a certified insurance expert. As a Chartered Investment Manager (CIM) and a Fellow of the Canadian Securities Institute (FCSI), he holds some of Canada’s highest industry credentials.
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
Senior Wealth Advisor & Portfolio Manager
Wealth Advisor & Portfolio Manager
English, French
Having graduated from HEC Montreal with a Major in finance, Simon Lefebvre is a Wealth Advisor on the Szöghy Team. He has been working at NBF since 2014, on the same team, where he began his career as an investment associate. His successful completion of the three exams necessary to obtain the title of Chartered Financial Analyst (CFA) allowed him to acquire in-depth knowledge of the financial field.
His versatility, his interest in the financial markets and his dynamic approach are essential assets to better serve you and allow the Szöghy Team to support you in achieving your financial goals. In his spare time, Simon practises several sports on a regular basis such as skiing, golf, and badminton.
Marie-Michelle Hudon
Senior Wealth Associate
English, French
Marie-Michelle holds a Bachelor’s degree in Fashion Marketing from l’Université du Québec à Montréal. Her thorough knowledge of client service, grasping complex situations and problem-solving skills was gained from various work experience.
As a member of our team, Marie-Michelle is mainly responsible for administrative tasks, and she is also authorized to accept and perform transactions.
Ricardo Monge, CFA
Wealth Associate
English, French
Having graduated from JMSB (John Molson School of Business, Concordia) with a Major in finance and a minor in Financial Reporting, Ricardo has been a wealth management associate on Team Szöghy since the fall of 2019. Before joining us he was a member of the Concordia basketball team where he was named an All-Canadian, was rewarded the title of Most Outstanding Player at the provincial level as well as several academic merits throughout his career. The resilience, teamwork and work ethic he learned on and off the court are assets that allow him to help our team and clients achieve their goals.
Having a positive impact on people's lives and his interest for financial markets are what attracted him to the field of wealth management. He recently obtained his official CFA title, which he pursued in order to deepen his knowledge of investment management and to better serve our clients.
Anaïs Jouni
Wealth Associate
English, French
Anaïs Jouni joined Team Szöghy in November 2021. She made the leap after over than 10 years in the field of operations management and human resources. Fun fact: the whole team encountered Anaïs on a daily basis even before she joined us. Having practiced sports at a high level, Anaïs has developed a discipline that is reflected in her efficiency at work. She is also passionate about restaurants; she will certainly be able to advise you on the best spots in Montreal. With an academic background in human relations, she makes it her priority to understand and resolve all situations that may arise. Which is why her main role in collaboration with Marie-Michelle is the administrative management of our team’s operations.
Our partners
Martin Bissonnette, MBA
Financial Security Advisor
MBSC Stratégies d’Assurance partner of National Bank Insurance Firm (NBIF)
