- Wealth Advisor
Philippe joined our team in February 2022 as our associate wealth advisor. He is responsible the relational aspect and wealth management.
Philippe has completed his bachelor’s degree in business administration (B.A.A) with a major in finance, at HEC Montréal. He’s currently pursuing studies to obtain the title of financial planner (Pl. fin.) from the Institut Québécois de Planification Financière (IQPF).
He’s bringing into the team his knowledge as a banking advisor in a National Bank branch and is making a comeback at the National Bank Financial since he worked as an investment associate in the past.
In his spare time, if you can’t find him on a golf course or watching a Montreal Canadiens’ game, he’s spending time with his family or his friends.
Speak with one of our wealth management experts