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 Martine Moisan Martin Proulx Ana Nedic Christine Montreuil-Lessard Franck Koung A Bitcheki Alain Mercier Vittorio Di Genova Phu Thang Nguyen Karen Nyboer Dominic Maheux 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 Jannie Barrette Jean-Mikael Pothier-Tessier David Ouellette Eric Langlois Junie Destin Stéphanie Pregent Sebastien Hamelin Estelle Veilleux Nathalie Leblanc Jagjeet Sandhu Amelie Bouchard Olivier Lamarre Fady Younès Evghenii Pisarenco Marc-Andre Ricard Marie-Claude Cantin Aminata Ba Emilie Perrault Marcotte Scott D'Amico Marc-André Perrone Stephanie Koury Nicolas Pinel Mariette Beainy Jovan Sukovic Mathieu Leblanc Samuel Vanloo Myriam Fortin Stéphane Desjardins Nadine Methot Eric Clavet Patrick Laroche Hugues Deschenes Judith Cote Liliana Cinic Laure Pougin 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 Katrine St-Amand Marie-Laurence Dubois Khadidja Kone Jennifer Lumley Steven Nasra 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 Nadia Cho Roméo Augustin Laurent Fournier Catherine Lavallee André Boucher Pascale Jolicoeur Annie-Claude Raymond Pierre-Antoine Lagueux-Veilleux Steven Remillard Véronique Robertson Clara Paré-Cova Pénélope B. Charland Benoit Lemieux Emilie Roussy Sandra Bellemare David Nabet Sophie Sauve Nathalie S. Martin-Dupray Michael J Houle Jenny Morin Josée Guillot Scott Lewis Nathalie Meilleur Dominic Fournier Mathieu Privé Sébastien Dubé Desruisseaux Hani Dib Nicolas Carrier Manon Bergeron Catherine Coté Jessica Lalande 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 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 Gilbert Araj Marie-Hélène Villeneuve Lydiane Sénécal Olivier Genest Roxanne Boileau Irina Batrincea Christianne Tougas Gabriel Olivier Philip Tessier Emile Jean-Gilles 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 Josephine N. Andeng Ndo Joseph Riachi Franck Joulaud Francine Lapointe Jonathan Sauvé Patrick Boucher Tiago Gloria Miguel Suresh Tejpal Samuel Sylvain Clemence Barrak Pierre Castonguay Zuhrah Karim Dad Daniel Francken 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

Identify your goals

Take stock of your finances and define your goals.

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.