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-André Morin Fatiha Abbas Marc-Olivier Flibotte Passiana Léao Martine Moisan Martin Proulx Ana Nedic Christine Montreuil-Lessard Franck Koung A Bitcheki Alain Mercier Vittorio Di Genova Phu Thang Nguyen Karen Nyboer Sonia Roberge Elvis Ahmetovic Julie Lachance Michel Lefrancois Vincent Gauthier Jessy Crête Christine Francis Elodie Belzile Michael Barak Noémie Gauthier Line Beaulieu Vincent Buies Christian Gelinas Joseph-Antoine Migdilani Houssine Belmaati Cherkaoui Rami Hijazi Raynald Laliberté Sophie Laurent Massimo Marziliano Asmaa Majid Nathalie Aubry Carl Fontaine Guylaine Parent Sarah Tekkouk Sophie Kanyange Sylvie Bordeleau Jean-Mikael Pothier-Tessier Eric Langlois Junie Destin Stéphanie Pregent Estelle Veilleux Nathalie Leblanc Brigitte Messier Jagjeet Sandhu Amelie Bouchard Fady Younès Evghenii Pisarenco Marc-Andre Ricard Marie-Claude Cantin Emilie Perrault Marcotte Scott D'Amico Stephanie Koury Nicolas Pinel Mathieu Leblanc Lyne Wolfe Natasha Bourdon Jessica Jolin Myriam Fortin Stéphane Desjardins Nadine Methot Stéphane Cauchon Andrew Kang Eric Clavet Patrick Laroche Jean-Francois Imbeault Hugues Deschenes Judith Cote Laure Pougin Mariem Nasra Mats Naslund Civil Manon-Dany Dessureault Joanie Thibodeau Jacques Duvivier Yann Robin Oreste Rossi Steve Mc Cready Dany Cloutier Flavie Grégoire Edith Fernandez Karen Chagnon France Pellerin Ahmed Nidhal Ben Ghorbal Claude Bérubé Martial Truffit Valérie Gagné-Patry Patrice Delisle Katrine St-Amand Marie-Laurence Dubois Khadidja Kone Jennifer Lumley Steven Nasra Marie-Eve Ferland Martin Garneau Bonnie Yin Jin David Bilodeau Lamia El Arbi Shawn St-Cyr Lucie Lechasseur Martin Grandmaison Sylvain Guitard Martine Tremblay Simon Desharnais David Janvier Nicole Bussière Alina Florescu Amal Karzazi Maxime Chartier Charlène Vermette Frédéric Plamondon Simard Philippe Stamm Simon Thibault Magalie Sylvestre Patrick Paradis Kévin Maltais Gilles Banville Wilfrid Lebeau Pierre-Olivier Pelletier Hevanne Abley Anick Ethier Catherine Lafond Jacques Beauclair Christian Nolet Nadia Cho Roméo Augustin Denis Chan Laurent Fournier Catherine Lavallee André Boucher Pascale Jolicoeur Pierre-Antoine Lagueux-Veilleux Steven Remillard Clara Paré-Cova Pénélope B. Charland Benoit Lemieux Emilie Roussy Sandra Bellemare Sophie Sauve Nathalie S. Martin-Dupray Michael J Houle Roberto-Enrico Bragaglia Jenny Morin Josée Guillot Scott Lewis Dominic Fournier Samia Skendraoui Sébastien Dubé Desruisseaux Hani Dib Nicolas Carrier Manon Bergeron Catherine Coté Jessica Lalande Guillaume Nadeau Mickael Fafard Alexandre Gadoury Mireille Dube Zuleyha Uylasi Emmanuel Bernard Giroux Dominique Tardif Sebastien Racine-Tremblay Julie Bélanger-Parent Martin Leroux Catherine Rouse Stéphanie Castonguay Marc-Antoine Turgeon Jonathan Petraroia Valery Descoteaux Anne-Valerie Dufresne Janique Duhaime Nathalie Bakda Ngaha Martine Bilodeau Catherine Bolduc Parent Valerie Carrier Abdelhak Tair Claude Chabot Chouaib Moubal Joanne Paquin Sylvie Durand Georgios Karaklas Vineet Puri Karl Nadeau Fady Labib Kelina Michaud Mélanie Tremblay Gilbert Araj Marie-Hélène Villeneuve Lydiane Sénécal Vincent Ialenti Neil Thomas Olivier Genest Roxanne Boileau Irina Batrincea Christianne Tougas Melanie Ouimet Gabriel Olivier Emile Jean-Gilles Amélie Lemelin Jean-Francois Girard Etienne Arcand Lin Ding Matthieu Landry Otis Nathalie Gilbert Chantal Mallette George Kawmi Dave Verret-Tremblay Patricio Saraguro Celine Asselin Claudia Baril Sebastien Deschamps Ethian Dombawela Mélissa Mercier Bernard Marc Konan Josephine N. Andeng Ndo Anthony Robert Joseph Riachi Franck Joulaud Francine Lapointe Jonathan Sauvé Patrick Boucher Tiago Gloria Miguel Suresh Tejpal Valerie Tremblay Samuel Sylvain Jitendra Taneja Clemence Barrak Pierre Castonguay Zuhrah Karim Dad Rozina Akhtar Daniel Francken Aline Akzam Catherine Asselin Aime Mpambara Sylvie Bellefleur Isabelle Blanchette Catherine Deslongchamps Alexandra Boutin-Therrien

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.