- chargement des données...
OUR FOUNDERS
AN-LAP VO-DIGNARD
Senior Wealth Advisor
& Portfolio Manager
Ian Provost
Senior Wealth Advisor
& Portfolio Manager
YOUR WEALTH ADVISORS
Charles Provost, CFA
Associate Wealth Advisor
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.
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.
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.
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
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.
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.
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.
Finally, she will help you with any issues or requests related to your banking products (credit card, bank account, line of credit, and more).
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.
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.
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 plays a key role in providing a warm welcome to clients who come to our office and ensuring an exceptional experience during our events.
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.
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.
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
Piotr Rajca, CFA
Investment Analyst
Piotr brings depth to our team of analysts. His past experience makes him a valuable asset in research and analysis. He also supports the internal investment committee and the transactional team. Piotr holds several financial credentials, including the Chartered Financial Analyst (CFA) designation.
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.
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
