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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

Patrick Paradis Francine Paiement Marc-Olivier Flibotte Gilles Banville Wilfrid Lebeau Pierre-Olivier Pelletier Anick Ethier Christian Nolet Martin Proulx Martin Hofgartner Nicholas Hanna Khaled Zaouali Claude Pelletier John Lambrinos 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 Steven Remillard Clara Paré-Cova Mark Defalco Julien Chartrand Christine Francis Julie Thibault Emilie Roussy Noémie Gauthier Sandra Bellemare Houssine Belmaati Cherkaoui Michael J Houle Josée Guillot Raynald Laliberté Dominic Fournier Asmaa Majid Nathalie Aubry Nicolas Carrier Melanie Goulet Manon Bergeron Carl Fontaine Jessica Lalande Guillaume Nadeau Mickael Fafard Sarah Tekkouk Doina Opris Mireille Dube Zuleyha Uylasi Sophie Kanyange Dominique Tardif Sebastien Racine-Tremblay Julie Bélanger-Parent Martin Leroux Marie-France Dragon Eric Langlois Catherine Rouse Marc-Antoine Turgeon Annik Noel Junie Destin Nathalie Lagace-Albert Valery Descoteaux Clement G. Chabot Danielle Tessier Nathalie Leblanc Carl McNicoll Brigitte Messier David Heidemann Anne-Valerie Dufresne Janique Duhaime Jagjeet Sandhu Nathalie Bergeron Valerie Carrier Abdelhak Tair Fady Younès Claude Chabot Chouaib Moubal Joanne Paquin Sylvie Durand Mathieu Tremblay Marie-Claude Cantin Mélanie Tremblay Éric Lapointe Li Li Denis Fournier Vincent Ialenti Patrice Brosseau Marcel Michaud Stephanie Koury Mathieu Leblanc Christianne Tougas Melanie Ouimet Lyne Wolfe Natasha Bourdon Danielle Simard Jessica Jolin Amélie Lemelin Stéphane Desjardins Stéphane Cauchon Jean-Francois Girard Patrick Laroche Matthieu Landry Otis Jean-Francois Imbeault Anne Boulé Hugues Deschenes Denise Tremblay Judith Cote Stephan David George Kawmi Dave Verret-Tremblay Patricio Saraguro Celine Asselin Maurice Duclos Sebastien Deschamps Manon-Dany Dessureault Joanie Thibodeau Jacques Duvivier Oreste Rossi Marc Konan Steve Mc Cready Dany Cloutier Josephine N. Andeng Ndo Karen Chagnon France Pellerin Martial Truffit David Janvier Franck Joulaud Francine Lapointe Mathieu Maltais Suresh Tejpal Emmanuel Philippe Valerie Tremblay Katrine St-Amand Philippe Menard Samuel Sylvain Steven Nasra Christine Aubry Jean Sebastien Hallal Clemence Barrak Marie-Eve Ferland Adam Cross Bonnie Yin Jin David Bilodeau Christian Boisvert Laurent Tremblay Mompart Rozina Akhtar Lamia El Arbi Lucie Lechasseur Martin Grandmaison Sylvain Tremblay Martine Tremblay Simon Desharnais David Janvier Vicky Suk-Fun Yu Catherine Asselin Nicole Bussière Alina Florescu Aime Mpambara Amal Karzazi Sylvie Bellefleur Isabelle Blanchette Hélène St-Hilaire Simon Thibault

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.

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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.