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 Étienne Bélanger Hamza Benarhouache Martine Moisan Martin Proulx Mathieu Léonard Ana Nedic Christine Montreuil-Lessard Franck Koung A Bitcheki Lynda Touaoula Alain Mercier Phu Thang Nguyen Karen Nyboer Dominic Maheux Anna Pawlowska Sonia Roberge Julie Lachance Marc-Antoine Bourassa Michel Lefrancois Vincent Gauthier Christine Francis Melanie Caron Elodie Belzile Noémie Gauthier Line Beaulieu Christian Gelinas Houssine Belmaati Cherkaoui Sophie Laurent Massimo Marziliano Nathalie Aubry François Daigneault Carl Fontaine Guylaine Parent Ivanhoe Lachance Sarah Tekkouk Peter Halabi Dawit Amede Jannie Barrette Jean-Mikael Pothier-Tessier David Ouellette Steve Castilloux Eric Langlois Junie Destin Stéphanie Pregent Sebastien Hamelin Estelle Veilleux Nathalie Leblanc Jagjeet Sandhu Amelie Bouchard Olivier Lamarre Fady Younès Evghenii Pisarenco Daniel Garcia Munoz Marc-Andre Ricard Marie-Claude Cantin Aminata Ba Emilie Perrault Marcotte Scott D'Amico Marc-André Perrone Katia Gagnon Stephanie Koury Félix Berthiaume-Soucy Nicolas Pinel Michelina Lavorato Mariette Beainy Jovan Sukovic Mathieu Leblanc Sarah-Ève Poitras David Pilotte Samuel Vanloo Xavier Dupuy Myriam Fortin Stéphane Desjardins Nadine Methot Marc-Olivier Laguerre Mathieu Dupuis Eric Clavet Patrick Laroche Alexandre Clément Hugues Deschenes Stéphanie Beaudoin-Girard Judith Cote Liliana Cinic Danaé Paquette Laure Pougin Andréa St-Jacques Mariem Nasra Florentina Vasile Mats Naslund Civil Manon-Dany Dessureault Joanie Thibodeau Jacques Duvivier Yann Robin Oreste Rossi Dany Cloutier Flavie Grégoire Edith Fernandez Karen Chagnon France Pellerin Ahmed Nidhal Ben Ghorbal Monica Lanteigne Maxime Lachapelle Claude Bérubé Valérie Gagné-Patry Patrice Delisle Laurence Courchesne Katrine St-Amand Marie-Laurence Dubois Khadidja Kone Jennifer Lumley Steven Nasra Benjamin Briola Marie-Eve Ferland Martin Garneau Bonnie Yin Jin Annie Dargy David Bilodeau Lamia El Arbi Shawn St-Cyr Lucie Lechasseur Martin Grandmaison Martine Tremblay Simon Desharnais David Janvier Nicole Bussière Alina Florescu Matthieu Cote Amal Karzazi Simon Thibault Magalie Sylvestre Patrick Paradis Mathieu Leclerc Gilles Banville Pierre-Olivier Pelletier Anick Ethier Catherine Lafond Christian Nolet Valérie Gauthier Stéphanie Rabouin Nadia Cho Roméo Augustin Alexandre Dupuis Laurent Fournier Catherine Lavallee Dave Savard-Dawson André Boucher Pascale Jolicoeur Annie-Claude Raymond Steven Remillard Véronique Robertson Clara Paré-Cova Pénélope B. Charland Benoit Lemieux Jérôme Martineau Emilie Roussy Sandra Bellemare David Nabet Sophie Sauve Nathalie S. Martin-Dupray Michael J Houle Jenny Morin Scott Lewis Nathalie Meilleur Vanessa Martin Mathieu Privé Sébastien Dubé Desruisseaux Hani Dib Nicolas Lessard Nicolas Carrier Manon Bergeron Catherine Coté Guillaume Nadeau Mickael Fafard Alexandre Gadoury Zuleyha Uylasi Dominique Tardif Suzanne Gobeil Martin Leroux Catherine Rouse Stephane Ayotte Stéphanie Castonguay Marc-Antoine Turgeon Jonathan Petraroia Valery Descoteaux Anne-Valerie Dufresne Janique Duhaime Dany Rioux Nathalie Bakda Ngaha Martine Bilodeau Catherine Bolduc Parent Benn Ouedraogo Valerie Carrier Abdelhak Tair Claude Chabot Chouaib Moubal Joanne Paquin Sylvie Durand Vineet Puri Fady Labib Kelina Michaud Mélanie Tremblay Sébastien Martineau Anthony Parrilla Gilbert Araj Samuel-Rohan Gagné-Bisram Robert Quach Marie-Hélène Villeneuve Lydiane Sénécal Olivier Genest Roxanne Boileau Irina Batrincea Christianne Tougas Gabriel Olivier Philip Tessier Emile Jean-Gilles Nazifa Naikbeen Amélie Lemelin Jean-Francois Girard Etienne Arcand Matthieu Landry Otis Chantal Mallette George Kawmi Patricio Saraguro Claudia Baril Sebastien Deschamps Ethian Dombawela Mélissa Mercier Bernard Marc Konan Joseph Riachi Franck Joulaud Francine Lapointe Jonathan Sauvé Patrick Boucher Tiago Gloria Miguel Suresh Tejpal Samuel Sylvain Dannick Fortier Clemence Barrak Pierre Castonguay Zuhrah Karim Dad Félix Gélinas Daniel Francken Uma Devi Ramsagur Catherine Asselin Aime Mpambara 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

Create my balance sheet

Take the time to create your balance sheet to get a better idea of your financial situation.

Little details that matter

  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.