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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-André Morin Fatiha Abbas Passiana Léao Martine Moisan Martin Proulx Martin Hofgartner Ana Nedic Franck Koung A Bitcheki Alain Mercier Vittorio Di Genova Joanie Lussier Phu Thang Nguyen Karen Nyboer Sonia Roberge Elvis Ahmetovic Melanie Dubuc Julie Lachance Michel Lefrancois Philippe Paquette-Allard Vincent Gauthier Jessy Crête Christine Francis Elodie Belzile Michael Barak Keven St-Pierre Goulet Noémie Gauthier Line Beaulieu Vincent Buies Christian Gelinas Joseph-Antoine Migdilani Houssine Belmaati Cherkaoui Raynald Laliberté Sophie Laurent Massimo Marziliano Asmaa Majid Nathalie Aubry Yves Chagnon Carl Fontaine Guylaine Parent Sarah Tekkouk Sophie Kanyange Sylvie Bordeleau Jean-Mikael Pothier-Tessier Eric Langlois Junie Destin Stéphanie Pregent Clement G. Chabot Estelle Veilleux Xiaoyun Hunter Xie Nathalie Leblanc Brigitte Messier Jagjeet Sandhu Amelie Bouchard Fady Younès Evghenii Pisarenco Marc-Andre Ricard Marie-Claude Cantin Scott D'Amico Patrice Brosseau Stephanie Koury Nicolas Pinel Marc Lambert Mathieu Leblanc Lyne Wolfe Brigitte Haché Natasha Bourdon Jessica Jolin Myriam Fortin Stéphane Desjardins Nadine Methot Grace Brind Stéphane Cauchon Andrew Kang Fabrice Fameni Eric Clavet Patrick Laroche Jean-Francois Imbeault Anne Boulé Hugues Deschenes Judith Cote Stephan David Laure Pougin Ann Campeau 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 Claude Bérubé Martial Truffit Valérie Gagné-Patry Laurence Courchesne Katrine St-Amand Marie-Laurence Dubois Khadidja Kone Jennifer Lumley Steven Nasra Jean Sebastien Hallal Marie-Eve Ferland Martin Garneau Bonnie Yin Jin David Bilodeau Lamia El Arbi Shawn St-Cyr Lucie Lechasseur Martin Grandmaison Martine Tremblay Simon Desharnais David Janvier Nicole Bussière Alina Florescu Ginette Goulet Amal Karzazi Maxime Chartier Charlène Vermette Frédéric Plamondon Simard 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 Pierre-Antoine Lagueux-Veilleux Steven Remillard Clara Paré-Cova Penelope 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 Jean-Francois Duquette 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 Annik Noel Valery Descoteaux Anne-Valerie Dufresne Janique Duhaime Nathalie Bakda Ngaha Martine Bilodeau Catherine Bolduc Parent Anthony Beaurivage Proulx Valerie Carrier Abdelhak Tair Claude Chabot Chouaib Moubal Joanne Paquin Sylvie Durand Georgios Karaklas Vineet Puri Mathieu Tremblay Karl Nadeau Fady Labib Kelina Michaud Mélanie Tremblay Gilbert Araj Marie-Hélène Villeneuve Vincent Ialenti Neil Thomas Olivier Genest Sandeep Prince Irina Batrincea Christianne Tougas Melanie Ouimet Gabriel Olivier Emile Jean-Gilles Amélie Lemelin Jean-Francois Girard Etienne Arcand Matthieu Landry Otis Nathalie Gilbert 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 Suresh Tejpal Valerie Tremblay Kathleen Montreuil Samuel Sylvain Jitendra Taneja Clemence Barrak Adam Cross Alexandre Dupuis Pierre Castonguay Laurent Tremblay Mompart 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.

Learn about financial planning

Step 2 icon

Identify your goals

Take stock of your finances and define your goals.

Assess your project

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.

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Insurance

Protect your loved ones in case the unexpected happens. Learn about the different types of coverage we offer.

View insurance coverage