Meet our team

Bryan provides education and support our insurance and estate process. His expertise and experience to provide clients with individualized, intelligent solutions. When the planning gets more advanced, as a team we will engage other industry professionals to work with our team together to ensure that it is a cohesive and seamless solution and experience.

As a Financial Solutions Specialist, Katherine provides personalized banking services (bank accounts, lines of credit, mortgages and home equity lines of credit) with a focus on individually tailored solutions adapted specifically to the needs of our clientele.  Her customer service-oriented approach helps clients establish the financial solutions that best assist to prioritize their financial goals, while centering on their future financial objectives.

The mission of National Bank Private Banking 1859 is to provide advice and deliver services in all areas of wealth management to affluent individuals and their families. In concrete terms, this means providing the expertise and structure to not only meet the financial needs of current family members but to grow their wealth to the benefit of future generations and, in many cases, of philanthropic causes. Our offering is both complete and flexible enough to accommodate every situation. We adapt to our clients, and the solutions we provide are fully integrated. Our highly personalized solutions will dovetail perfectly with the services provided by any independent professionals our clients are already working with and/or with the Private Banking 1859 experts team we bring to the table.

We provide research coverage on over 325 large, mid and small-cap Canadian companies across all major sectors. Our firm’s history makes us uniquely positioned to cover market leading Quebec based companies. In larger sectors like energy, materials, real estate and financials, our coverage is supported by multiple analysts, allowing for specialized areas of expertise.

Our coverage extends beyond the economy to include interest rate forecasts, analysis of the fixed income and equity markets, all resulting in a portfolio strategy that encapsulates our outlook for different asset classes and geographies.

Argus Research is an independent US based research firm, and our business is producing, distributing and marketing high-quality investment and economic research.

Argus recommendations - BUY, HOLD and SELL - reflect the judgment of an analyst about a company’s prospects as an investment in terms of value, expected growth and risks.

Argus Research does not bring companies public, advise companies on mergers and acquisitions, broker trades, make markets in stocks or manage money. Their independence allows us to make critical judgments about companies that we might not be so free to make were we competing for a firm’s underwriting business. Because they are not a broker/dealer, they don’t have “inventory” of a stock that they have to move with a tainted recommendation.

In recent years, numerous academic studies have concluded that investors benefit from independent research

Credit Suisse is a leading global provider of investment research. The breadth of coverages includes global macro economic insights do to granular reviews of companies and everything in between. Credit Suisse's story stretches back to July 5, 1856, when the prominent politician, business leader, and pioneer Alfred Escher founded "Schweizerische Kreditanstalt."

Capital Economics is an independent economic research consultancy based in London. The company produces written pieces of economic research as well as offering consultancy services, seminars, conferences and commissioned research projects.

EIKON provide local coverage and global reach, in 16 languages. With Eikon, we gain exclusive access to Reuters news for the financial markets – with specialist sources we understand – in addition to thousands of other relevant sources. EIKON allows us to tap into our timely, comprehensive, multi-format coverage and analysis to make more informed decisions every day. EIKON delivers information from 2,500 journalists that results in 4 million stories annually across all asset classes.