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OUR FOUNDERS


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AN-LAP VO-DIGNARD
Senior Wealth Advisor

& Portfolio Manager

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Ian Provost
Senior Wealth Advisor

& Portfolio Manager

YOUR WEALTH ADVISORS


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Charles Provost, CFA

Associate Wealth Advisor & Portfolio Manager
514-871-4468 | charles.provost@bnc.ca

Charles possesses the expertise to support clients in their financial decisions. During portfolio reviews, he skillfully assesses clients' risk tolerance, aligns their investments with their life goals, and answers all technical questions with precision. His experience and tenacity have proven invaluable to clients in navigating the most complex cases.

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Nicolas Perreault-Morier, CIM

Associate Wealth Advisor
514-284-8317 | nicolas.perreault-morier@bnc.ca

Nicolas has over 10 years of experience with National Bank. With strong expertise in advisory services and in-depth knowledge of financial markets, he can help you reassess your goals and find solutions tailored to your needs. Nicolas is known for his efficiency and his ability to respond promptly to our clients' requests.

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Phillipe-Antoine Simard, CIWM

Associate Wealth Advisor
514-879-2538 | philippeantoine.simard@bnc.ca

Philippe-Antoine stands out for his listening skills, expertise, and approach focused on the unique needs of each client. His dedication and ability to simplify complex concepts allow him to build lasting relationships of trust, placing the well-being and success of our clients at the heart of his commitment, in order to provide them with peace of mind and a secure financial future.

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Carlos Navarro, CFA, CIM

Associate Wealth Advisor
514-879-2543 | carlos.navarro@bnc.ca

Carlos has over 10 years of experience in wealth management. After spending some time in Toronto, he returned to Quebec to be closer to his family. Committed to building long-term relationships based on trust, Carlos leverages his investment knowledge and financial market expertise to meet the unique needs and goals of his clients.

YOUR RESOURCES


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Éliane Robichaud

Associate
514-871-4368 | eliane.robichaud@bnc.ca

Éliane acts as an assistant on our team. She has several years of experience in client service and is always dedicated to meeting the needs of our clients.

His/Her Role : She will assist you with your online access (account creation, password resets, and unified access to multiple accounts) and guide you through navigating the platform.

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Natan Nettel

Associate
514-871-4336 | natan.nettel@bnc.ca

Natan is a recent graduate from Concordia in Finance and International Business. With a passion for the banking industry, he ensures that all our clients receive professional and high-quality service.

His/Her Role : He will assist you with your administrative requests such as contributions, withdrawals, money transfers, estate settlements, and more. Additionally, he will handle report requests for your accountants during the tax season.

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Catherine Meilleur

Associate
514-284-8345 | catherine.meilleur@bnc.ca

Catherine has been working in the banking sector for several years. With her experience in private banking, she brings this expertise to the team and our clients.

His/Her Role : She will assist you with your administrative requests such as contributions, withdrawals, money transfers, estate settlements, and more. Additionally, she will handle report requests for your accountants during the tax season. And finally, they will be able to assist you with your requests and issues related to your banking products (credit card, bank account, margin, and others).

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Emily Huang

Associate
514-284-8344 | emily.huang@bnc.ca

Emily ensures the adherence to administrative processes and supports team members in carrying out their daily tasks to ensure that our clients receive exceptional service.

His/Her Role : She will assist you with your administrative requests such as contributions, withdrawals, money transfers, estate settlements, and more. Additionally, she will handle report requests for your accountants during the tax season.

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Nathalie Damico

Associate
514-394-6986 | nathalie.damico@bnc.ca

Nathalie recently joined the administrative team; she has over 20 years of experience in the financial industry. Having worked closely with management in key roles, she has gained extensive administrative experience that will complement the team.

His/Her Role : She will assist you with your online access (account creation, password resets, and unified access to multiple accounts) and guide you through navigating the platform. Additionally, she will handle report requests for your accountants during the tax season.

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Martin Otis

Wealth Associate
514-284-8341 | martin.otis@bnc.ca

Martin has over 10 years of experience in wealth management and provides valuable support to the team for transactional operations. He ensures quality service and efficiency in the processes.

His/Her Role : He will assist you with your administrative requests such as contributions, withdrawals, money transfers, estate settlements, and more. Additionally, he will handle report requests for your accountants during the tax season.

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Marie-Christine Rousseau

Communication & Development Associate
514-871-4335 | marie-christine.rousseau@bnc.ca

Marie-Christine, with extensive experience in television production, is responsible for client experience, our social involvement initiatives, events, and partnerships.

His/Her Role : She has a key role in the team by coordinating our numerous partnerships and philanthropic initiatives. She is also responsible for managing and coordinating client events. Feel free to contact her for any requests regarding this.

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Anne-Marie Araos

Principal Wealth Associate
514-412-3129 | anne-marie.araos@bnc.ca

Anne-Marie has been part of our team from the very beginning and provides administrative support to our clients. With several years of experience, she is able to specialize in more complex cases.

She provides personalized and attentive support to our clients with more specific and tailored needs.

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Raphaelle Eche

Senior Wealth Associate
514-284-8356 | raphaelle.eche@bnc.ca

Raphaëlle is an important part of our administrative team. In addition to supporting our advisory team, she can answer all your administrative questions and assist with your complex cases.

She provides personalized and attentive support to our clients with more specific and tailored needs.

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Han Tran

Operation and Client Experience Manager
514-879-5203 | han.tran@bnc.ca

Han has over 25 years of experience in the wealth management industry, specializing in operations, project management, and human resources management. His diverse background allows him to fully understand the needs of our clients and to support the team in serving them well.

Clients can contact her for sensitive cases and escalations.

YOUR ANALYSTS


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Piotr Rajca, CFA

Investment Analyst

Piotr amène une profondeur à notre équipe d’analystes. Son expérience passée fait de lui un atout au niveau de la recherche et de l’analyse. Il appuie également le comité d’investissement interne et l’équipe transactionnelle. Piotr possède de nombreux titres financiers, dont le titre d’analyste financier agréé (CFA). En parallèle, Piotr s’engage au sein de plusieurs conseils d’administration, notamment la Fondation du Collège
de Maisonneuve et JA Québec, en plus d’être membre d’un comité pour Habitation pour Humanité Québec et membre du Club des 100 du HEC Montréal.

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Julien Fleurant

Investment Analyst

Julien is a senior analyst who possesses all the skills necessary to provide research, analysis, and optimization ideas for our portfolio management. He assists in decision-making for stock selection, asset allocation, sector and geographic distribution, as well as fixed income decisions. Julien holds a master's degree in finance, with a focus on market finance.

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Benoit Lacasse, CIM

Investment Analyst

Benoit has over 15 years of experience at FBN. He holds the CIM and FCSI certifications. His in-depth knowledge of portfolio management, transactional experience, and expertise in implementing management tools are major assets to the team.


The Vo-Dignard Provost Group also relies on the expertise of the National Bank and National Bank Financial network. We enjoy access to the services and professionals of this extensive banking network. Be it for insurance, commercial loans, or mortgages, we can refer you the expert that you need.

Investment Committee

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  • Strategic and tactical asset allocation
  • Manager selection and complementarity
  • Underweighting and overweighting, or manager replacement
  • Sector allocation (by industry)
  • Geographic allocation
  • Value vs. growth allocation
  • Forecasts of the economy, stock markets, potential targets and risks
  • Specific securities or news