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Financial Planners

Your financial partners

Find an expert

Guiding you at every stage of life

Are you planning to get married, start a family, travel, pay for your children's education or save for retirement?

Your Financial Planner1 is there to help you with all your life goals. Financial Planners are experts in all seven areas of financial planning. They assess the legal aspects of your situation, offer insurance solutions and help you plan your retirement and your estate. They can also draw up a summary of your finances, assist you with tax planning and recommend investments.

3 good reasons to meet with an expert

  • Get service tailored to your financial needs
  • Receive personalized advice and follow-up to help you meet your goals
  • Benefit from a rigorous, highly professional approach

Find a Financial Planner

Marc-Olivier Flibotte Martin Proulx Martin Hofgartner Alain Mercier Jean-Louis Chapleau Joanie Lussier Phu Thang Nguyen Karen Nyboer Sonia Roberge Elvis Ahmetovic Melanie Dubuc Julie Lachance Michel Lefrancois Philippe Paquette-Allard Mark Defalco Julien Chartrand Christine Francis Julie Thibault Noémie Gauthier Christian Gelinas Joseph-Antoine Migdilani Houssine Belmaati Cherkaoui Raynald Laliberté Massimo Marziliano Asmaa Majid Nathalie Aubry Sarah Tekkouk Sophie Kanyange Marie-France Dragon Eric Langlois Junie Destin Stéphanie Pregent Clement G. Chabot Barbara Bowie Estelle Veilleux Nathalie Leblanc Carl McNicoll Brigitte Messier Stéphane Leblond Jagjeet Sandhu Nathalie Bergeron Fady Younès Marc-Andre Ricard Marie-Claude Cantin Scott D'Amico Li Li Denis Fournier Patrice Brosseau Stephanie Koury Benoit Denomme Mathieu Leblanc Lyne Wolfe Natasha Bourdon Jessica Jolin Stéphane Desjardins Nadine Methot Stéphane Cauchon Andrew Kang Fabrice Fameni Eric Clavet Patrick Laroche Jean-Francois Imbeault Anne Boulé Hugues Deschenes Denise Tremblay Judith Cote Stephan David Maurice Duclos Mats Naslund Civil Manon-Dany Dessureault Joanie Thibodeau Jacques Duvivier Oreste Rossi Steve Mc Cready Dany Cloutier Edith Fernandez Karen Chagnon France Pellerin Katrine St-Amand Steven Nasra Jean Sebastien Hallal Marie-Eve Ferland Martin Garneau Bonnie Yin Jin David Bilodeau Christian Boisvert Lamia El Arbi Shawn St-Cyr Lucie Lechasseur Martin Grandmaison Sylvain Tremblay Martine Tremblay Simon Desharnais David Janvier Nicole Bussière Alina Florescu Amal Karzazi Pascal Therrien Maxime Chartier Simon Thibault Magalie Sylvestre Patrick Paradis Francine Paiement Gilles Banville Wilfrid Lebeau Pierre-Olivier Pelletier Hevanne Abley Anick Ethier Christian Nolet John Lambrinos Denis Chan Catherine Lavallee Steven Remillard Clara Paré-Cova Emilie Roussy Sandra Bellemare Sophie Sauve Nathalie S. Martin-Dupray Michael J Houle Josée Guillot Dominic Fournier Samia Skendraoui Sébastien Dubé Desruisseaux Nicolas Carrier Manon Bergeron Jessica Lalande Jean-Francois Duquette Guillaume Nadeau Mickael Fafard Mireille Dube Zuleyha Uylasi Dominique Tardif Dany Saber Sebastien Racine-Tremblay Julie Bélanger-Parent Martin Leroux Catherine Rouse Stéphanie Castonguay Marc-Antoine Turgeon Annik Noel Nathalie Lagace-Albert Valery Descoteaux Danielle Tessier David Heidemann Anne-Valerie Dufresne Janique Duhaime Martine Bilodeau Valerie Carrier Abdelhak Tair Claude Chabot Chouaib Moubal Joanne Paquin Sylvie Durand Georgios Karaklas Mathieu Tremblay Kelina Michaud Mélanie Tremblay Éric Lapointe Vincent Ialenti Neil Thomas Marcel Michaud Christianne Tougas Melanie Ouimet Danielle Simard Amélie Lemelin Jean-Francois Girard Matthieu Landry Otis Nishanthini Nadarajah George Kawmi Andreanne St-Onge Dave Verret-Tremblay Patricio Saraguro Celine Asselin Claudia Baril Sebastien Deschamps Ethian Dombawela Marc Konan David Janvier Cynthia Bussières Franck Joulaud Francine Lapointe Mathieu Maltais Suresh Tejpal Emmanuel Philippe Youssef Gharib Valerie Tremblay Philippe Menard Samuel Sylvain Clemence Barrak Adam Cross Pierre Castonguay Laurent Tremblay Mompart Zuhrah Karim Dad Rozina Akhtar Elizabeth Lavoie Daniel Francken Aline Akzam Catherine Asselin Aime Mpambara Sylvie Bellefleur Isabelle Blanchette

Preparing for your meeting

Icône étape 1

Financial planning

Learn more about the services offered by Financial Planners so you can make the most of your meeting.

Step 2 icon

Identify your goals

Take stock of your finances and define your goals.

Little details that matter

Legal disclaimer

1. Financial planning services are offered through subsidiaries of National Bank. Financial Planners provide their services on behalf of National Bank Investments Inc., a wholly owned subsidiary of National Bank of Canada.

Discover our solutions

Savings and investments

Learn how our investment solutions can help you achieve your goals.

Insurance

Protect your loved ones in case the unexpected happens. Learn about the different types of coverage we offer.