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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 Passiana Léao Martin Proulx Martin Hofgartner Ana Nedic Franck Koung A Bitcheki 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 Michael Barak Noémie Gauthier Line Beaulieu Christian Gelinas Joseph-Antoine Migdilani Houssine Belmaati Cherkaoui Raynald Laliberté Sophie Laurent Massimo Marziliano Asmaa Majid Nathalie Aubry Yves Chagnon Carl Fontaine Guylaine Parent Julia Gritenco Sarah Tekkouk Sophie Kanyange Johanne Ross Jean-Mikael Pothier-Tessier Eric Langlois Junie Destin Stéphanie Pregent Clement G. Chabot Estelle Veilleux Nathalie Leblanc Carl McNicoll Brigitte Messier Stéphane Leblond Jagjeet Sandhu Nathalie Bergeron Amelie Bouchard Fady Younès Marc-Andre Ricard Marie-Claude Cantin Scott D'Amico Patrice Brosseau Stephanie Koury Diane Lavoie Benoit Denomme Mathieu Leblanc Lyne Wolfe Brigitte Haché 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 Ann Campeau 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 Jennifer Lumley 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 Martine Tremblay Simon Desharnais David Janvier Nicole Bussière Ginette Goulet Amal Karzazi Pascal Therrien Maxime Chartier Charlène Vermette Simon Thibault Magalie Sylvestre Patrick Paradis Gilles Banville Wilfrid Lebeau Pierre-Olivier Pelletier Hevanne Abley Anick Ethier Catherine Lafond Jacques Beauclair Christian Nolet Nadia Cho Denis Chan Laurent Fournier Catherine Lavallee André Boucher Steven Remillard Clara Paré-Cova Emilie Roussy Sandra Bellemare Sophie Sauve Nathalie S. Martin-Dupray Michael J Houle Jenny Morin Josée Guillot Dominic Fournier Samia Skendraoui Sébastien Dubé Desruisseaux Hani Dib Nicolas Carrier Manon Bergeron Jessica Lalande Jean-Francois Duquette Guillaume Nadeau Mickael Fafard Zuleyha Uylasi Dominique Tardif Sebastien Racine-Tremblay 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 Nathalie Bakda Ngaha Martine Bilodeau Valerie Carrier Abdelhak Tair Claude Chabot Chouaib Moubal Joanne Paquin Sylvie Durand Georgios Karaklas Vineet Puri Mathieu Tremblay Kelina Michaud Mélanie Tremblay Éric Lapointe Gilbert Araj Daniel Lafrenière Marie-Hélène Villeneuve Vincent Ialenti Neil Thomas Olivier Genest Sandeep Prince Christianne Tougas Melanie Ouimet Simon Bouliane Dufresne Emile Jean-Gilles Danielle Simard Amélie Lemelin Jean-Francois Girard Matthieu Landry Otis Nathalie Gilbert George Kawmi Andreanne St-Onge Dave Verret-Tremblay Patricio Saraguro Celine Asselin Claudia Baril Sebastien Deschamps Ethian Dombawela Mélissa Mercier Bernard Marc Konan Anthony Robert Franck Joulaud Francine Lapointe Mathieu Maltais Suresh Tejpal Emmanuel Philippe Youssef Gharib Valerie Tremblay Kathleen Montreuil Philippe Menard Samuel Sylvain Jitendra Taneja Clemence Barrak Adam Cross Pierre Castonguay Laurent Tremblay Mompart Zuhrah Karim Dad Rozina Akhtar Daniel Francken Aline Akzam Catherine Asselin Aime Mpambara Sylvie Bellefleur Isabelle Blanchette 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.