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Financial Planners

Your financial partners

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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 Marc-Olivier Flibotte Passiana Léao Martine Moisan Martin Proulx Martin Hofgartner Nicholas Hanna Khaled Zaouali Ana Nedic Franck Koung A Bitcheki Alain Mercier Vittorio Di Genova Jean-Louis Chapleau Joanie Lussier Phu Thang Nguyen Karen Nyboer Annie Beauregard Sonia Roberge Elvis Ahmetovic Melanie Dubuc Jean-Clement Delisl Julie Lachance Michel Lefrancois Philippe Paquette-Allard Vincent Gauthier Jessy Crête Mark Defalco Julien Chartrand Christine Francis Fraser Jardine Julie Thibault 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 Sonia Boulanger Yves Chagnon Carl Fontaine Guylaine Parent Julia Gritenco Sarah Tekkouk Sophie Kanyange Johanne Ross Jean-Simon Auger Sylvie Bordeleau Jean-Mikael Pothier-Tessier Eric Langlois Junie Destin Stéphanie Pregent Clement G. Chabot Barbara Bowie Estelle Veilleux Xiaoyun Hunter Xie Nathalie Leblanc Carl McNicoll Brigitte Messier Jagjeet Sandhu Nathalie Bergeron Amelie Bouchard Fady Younès Evghenii Pisarenco Marc-Andre Ricard Marie-Claude Cantin Scott D'Amico Li Li Patrice Brosseau Stephanie Koury Diane Lavoie Benoit Denomme Marc Lambert Mathieu Leblanc Lyne Wolfe Veronique Barrette Brigitte Haché Natasha Bourdon Jessica Jolin Myriam Fortin 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 Laure Pougin Maurice Duclos Ann Campeau Mats Naslund Civil Sabin Ouellet Manon-Dany Dessureault Joanie Thibodeau Jacques Duvivier 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 Jennifer Lumley Ashim Khanna Steven Nasra Christine Aubry 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 Sylvain Tremblay Martine Tremblay Roxana Safta Simon Desharnais David Janvier Vicky Suk-Fun Yu Nicole Bussière Ginette Goulet Amal Karzazi Pascal Therrien Maxime Chartier Hélène St-Hilaire Charlène Vermette Frédéric Plamondon Simard Simon Thibault Magalie Sylvestre Patrick Paradis Kévin Maltais Francine Paiement Gilles Banville Wilfrid Lebeau Pierre-Olivier Pelletier Hevanne Abley Anick Ethier Catherine Lafond Jacques Beauclair Christian Nolet Michel Gallant Claude Pelletier John Lambrinos Nadia Cho Denis Chan Laurent Fournier Catherine Lavallee Daniel Morin André Boucher Eddy Mrad Pierre-Antoine Lagueux-Veilleux Steven Remillard Clara Paré-Cova 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 Melanie Goulet Manon Bergeron Catherine Coté Jessica Lalande Shauna Mckee Jean-Francois Duquette Guillaume Nadeau Mickael Fafard Alexandre Gadoury Doina Opris François Gauthier Zuleyha Uylasi Dominique Tardif Dany Saber Sebastien Racine-Tremblay Julie Bélanger-Parent 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 Anthony Beaurivage Proulx Valerie Carrier Abdelhak Tair Claude Chabot Chouaib Moubal Joanne Paquin Sylvie Durand Georgios Karaklas Vineet Puri Mathieu Tremblay Karl Nadeau Jinnie Brochu Fady Labib Kelina Michaud Mélanie Tremblay Éric Lapointe Gilbert Araj Daniel Lafrenière Marie-Hélène Villeneuve Vincent Ialenti Le Jun Xu Neil Thomas Olivier Genest Sandeep Prince Johanne Marcotte Irina Batrincea Christianne Tougas Melanie Ouimet Gabriel Olivier Simon Bouliane Dufresne Emile Jean-Gilles Danielle Simard Amélie Lemelin Jean-Francois Girard Etienne Arcand Matthieu Landry Otis Nathalie Gilbert Nishanthini Nadarajah George Kawmi Andreanne St-Onge Dave Verret-Tremblay Patricio Saraguro Celine Asselin Claudia Baril Sebastien Deschamps Ethian Dombawela Mélissa Mercier Bernard Marc Konan Josephine N. Andeng Ndo David Janvier Anthony Robert Joseph Riachi Cynthia Bussières 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 Alexandre Dupuis Pierre Castonguay Laurent Tremblay Mompart Zuhrah Karim Dad Rozina Akhtar Elizabeth Lavoie Daniel Francken Aline Akzam Catherine Asselin Aime Mpambara Sylvie Bellefleur Isabelle Blanchette Catherine Deslongchamps Alexandra Boutin-Therrien

Preparing for your meeting

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Financial planning

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Identify your goals

Take stock of your finances and define your goals.

Assess your project

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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.

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Savings and investments

Learn how our investment solutions can help you achieve your goals.

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

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