Our team

Our mission: to make a positive impact

in the lives of our clients and their families

How it all began

Team Chartier Grandmaison Leclerc, a story of passion and rigor, growth and adaptation. This explains why our clients and their loved ones choose to entrust us with the management of their wealth and count on us to help them achieve their dreams and goals. We are also among those who deserve the highest results in client satisfaction across the firm!

Our team of experts

Senior Wealth Advisor & Portfolio Manager

Senior Wealth Advisor & Portfolio Manager

Wealth Advisor & Portfolio Manager

Mathieu Guillaumont, MSc, CIM®

Investment Analyst

Audrey Gervais, D. Fisc., F. PL.

Senior Analyst in Wealth Management

Noémie Chartier

Business Développent and Communication Associate

Anne-Marie Philion

Senior Wealth Associate

Alicia Sauro

Associate

Picto langues parlées

French, English, Italian

Marie-France Matte

Senior Wealth Associate

Our partners

Our financial advisors | Team Chartier Grandmaison Leclerc | 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 | Team Chartier Grandmaison Leclerc | National Bank Financial - Wealth Management
Photo of Nicolas Stephan, Mortgage Development Manager partner.

Nicolas Stephan

Mortgage Development Manager⁴

National Bank
 

Nicolas has been a financial services professional for over 15 years. As Mortgage Development Manager, he develops financing strategies to meet our clients needs. He stands out for his professionalism, experience, and his ability to find solutions that allow our clients to carry out their projects. Nicolas is a graduate of Concordia University in International Business.

Our financial advisors | Team Chartier Grandmaison Leclerc | National Bank Financial - Wealth Management
Photo de Yolaine Lemieux, Senior Personal Banker, collaborator

Yolaine Lemieux

Senior Personal Banker⁴

National Bank of Canada
 

With more than 30 years of experience at National Bank, more specifically in financing, Yolaine is recognized for her rigor and her dedication to her clients.

Whether your current goals involve purchasing a first home, financing a child's education, or planning for retirement, Yolaine can help you make the best decisions with your financing and banking needs.

Our financial advisors | Team Chartier Grandmaison Leclerc | National Bank Financial - Wealth Management
Photo of Lysane Tougas, Senior Advisor, Estate Planning

Lysane Tougas

Senior Advisor, Estate Planning²

National Bank Financial - Wealth Management
 

Our financial advisors | Team Chartier Grandmaison Leclerc | National Bank Financial - Wealth Management
Photo of Benoit Constantineau, Director, Fiduciary Services, partner

Benoit Constantineau

Director, Fiduciary Services²

National Bank Trust
 

  1. 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.

  2. 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.

  3. 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.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

Contact us

Get contact information for our team members and find out where our offices are.