Our financial advisors | Tavakolian Wealth Advisory | National Bank Financial

We work together to achieve your goals

Tavakolian Wealth Management provides access to a network of seasoned professionals for all your financial needs.

Financial planner
Personal and corporate insuranceprofessional
Business transfer
Mortgage
Banking
Accountant
Lawyer (Trust/incorporation, etc)
Tax expert
Butler services

Let's schedule a meeting to discuss your goals.

Our team of experts

Sara Tavakolian, F. Pl.

Wealth Advisor and Financial Planner

514-390-7318

sara.tavakolian@nbc.ca

Sara Tavakolian

English, French, Persian

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Passionate about guiding my clients toward achieving their life goals, I am committed to providing personalized advice and tailored solutions for every situation. I prioritize a human and empathetic approach, building long-term relationships and measuring success not only in numbers but, more importantly, in dreams fulfilled.
My engineering background complements my approach with strong analytical and methodical skills.

I firmly believe that every client deserves a customized strategy, which is why I take the time to truly understand your needs and aspirations. My goal is to bring you peace of mind by helping you secure your financial future. Together, we will build a solid plan that aligns with your values and ambitions.

Our Partners

Our financial advisors | Tavakolian Wealth Advisory | National Bank Financial - Wealth Management

Jean-Francois Gobeil

Financial Planner¹

National Bank Financial - Wealth Management

Our financial advisors | Tavakolian Wealth Advisory | National Bank Financial - Wealth Management

Lysane Tougas

Senior Advisor, Estate Planning²

National Bank Financial - Wealth Management

Our financial advisors | Tavakolian Wealth Advisory | National Bank Financial - Wealth Management

Photo of Lysane Tougas, Financial security advisor, partner.

Eric Harvey

Advisor, Financial Security³

National Bank Insurance Firm

With a bachelor's degree in business administration and a specialization in finance from HEC Montréal, Eric is our expert in individual insurance (personal and commercial). He joined National Bank Insurance Firm team in 1999. His experience makes it possible to choose the insurer from the range of companies he represents. By integrating the concept of wealth management, he can suggest scenarios that will ensure you the protection you are looking for.

His commitment: to guide you through every step of your insurance planning, from the initial analysis of your situation to the choice of the best insurance product available, considering your needs and the appropriate conditions. Ready to meet with you at a time and place that suits you best, Eric wants to help you make the decisions that will ensure you financial security and peace of mind.

Our financial advisors | Tavakolian Wealth Advisory | National Bank Financial - Wealth Management

Mona Semaan

Financing Solutions Specialist⁴

National Bank of Canada

As a personal banker, Mona Semaan offers a full range of tailor-made banking and financing solutions through the various partnership agreements offered across the sector Banking services to National Bank Advisors.

Working with National Bank Financial Advisors, she enriches the existing advisory services provided by Advisor Banking Services by ensuring continuity in the execution of wealth management strategies by integrating the banking component into their overall approach.

With nearly 17 years of experience at National Bank, Mona is recognized for her thoroughness and her dedication to her clients.

Thanks to her excellent knowledge of the products offered, clients are definitely in good hands when it comes to planning and exploring options for all of their banking and financing needs.