Picture of the team Wunderlin Moreau Cliche Szaraz

Meet our team

Professionals who listen to your needs.

Support you in achieving your financial goals throughout your life and beyond.

Your Team Wunderlin Moreau Cliche Szaraz

Our experienced multidisciplinary team supports you in achieving your aspirations with a high-end and personalized service.

We are driven by a common passion: that of helping individuals and businesses build and preserve their wealth, develop their assets and benefit subsequent generations.

Our team of experts

Photo of Esther Wunderlin, Senior Wealth Advisor, member of the team of experts.

Senior Wealth Advisor

Picto langues parlées

English, French

Photo of Mathieu L. Moreau, Wealth Advisor & Portfolio Manager, member of the team of experts.

Wealth Advisor & Portfolio Manager

Picto langues parlées

English, French

Photo of Vincent Grenier Cliche, Wealth Advisor & Portfolio Manager, member of the team of experts.

Wealth Advisor & Portfolio Manager

Picto langues parlées

English, French

Photo of Mathilde Szaraz Galarneau,  Wealth Advisor & Portfolio Manager, member of the team of experts.

Wealth Advisor & Portfolio Manager

Picto langues parlées

English, French

Photo of Nicolas Trudel, Wealth Advisor, member of the team of experts.

Wealth Advisor

Picto langues parlées

English, French

Photo of Geneviève Morin, Senior Wealth Associate, member of the team of experts.

Geneviève Morin

Senior Wealth Associate

Picto langues parlées

English, French

Photo of Christiane Renaud, Associate, member of the team of experts.

Christiane Renaud

Associate

Picto langues parlées

English, French

Photo of Véronique Tremblay, Wealth Associate, member of the team of experts.

Véronique Tremblay

Wealth Associate

Picto langues parlées

English, French

Photo of Marie-Audrey Dumont, Associate, member of the team of experts.

Marie-Audrey Dumont

Associate

Picto langues parlées

English, French

Our partners

Our financial advisors | Wunderlin Moreau Cliche Szaraz Team | National Bank Financial - Wealth Management
Photo of Hélène Pelletier, Senior Financial Planner

Hélène Pelletier, B.A.A., F. Pl.

Senior Financial Planner

National Bank Financial - Wealth Management

Our financial advisors | Wunderlin Moreau Cliche Szaraz Team | National Bank Financial - Wealth Management
Photo of Sara Lord Bendhifallah, Senior Personal Banker

Sara Lord Bendhifallah

Senior Personal Banker

National Bank of Canada

Our financial advisors | Wunderlin Moreau Cliche Szaraz Team | National Bank Financial - Wealth Management
Photo of Marie-Claude Lacroix, Senior Advisor, Estate Planning.

Marie-Claude Lacroix, Notary

Senior Advisor, Estate Planning

National Bank Trust

Our financial advisors | Wunderlin Moreau Cliche Szaraz Team | National Bank Financial - Wealth Management
Photo of Anne-Marie Fournier, Senior Advisor, Estate Planning

Anne-Marie Fournier, Notary, Pl. Fin.

Senior Advisor, Estate Planning

Our financial advisors | Wunderlin Moreau Cliche Szaraz Team | National Bank Financial - Wealth Management
Photo of Jean-François Michaud, Financial Security Advisor

Jean-François Michaud, F. Pl.

Financial Security Advisor

National Bank Insurance Firm

Our financial advisors | Wunderlin Moreau Cliche Szaraz Team | National Bank Financial - Wealth Management
Photo of Elaine Tremblay, Director of Business Transfers.

Elaine Tremblay

Director of Business Transfers

National Bank of Canada 

Our financial advisors | Wunderlin Moreau Cliche Szaraz Team | National Bank Financial - Wealth Management
Photo of Christian Asselin, Financial Security Advisor

Christian Asselin, Pl. Fin.

Financial Security Advisor

National Bank Insurance Firm

Insurance products and solutions are offered through NBF Financial Services (NBFFS). NBFFS is not a member of the Canadian Investor Protection Fund (CIPF). The products sold via NBFFS are therefore not guaranteed by the CIPF.

Contact us

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