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CHARTING YOUR WAY TO FINANCIAL FREEDOM

WITH A FINANCIAL PLAN

We guide and shepherd our customers through every aspect of the wealth management process by establishing extensive and meaningful ties that will last generations.


To learn more

 

ACHIEVING SUCCESS BY

WORKING TOGETHER

We guide and shepherd our customers through every aspect of the wealth management process by establishing extensive and meaningful ties that will last generations.


To learn more

LEARN MORE ON

HOW WE CAN HELP

Get in touch with us today to find out more about how we can help you manage your assets.


To learn more

 

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Our Services

There is a wealth of financial products out there, and choosing the one that is right for you is what we do day in and day out.

 

Portfolio management

Discover our investment solutions, whether you wish to self-manage your assets or avail yourself of our discretionary investment management services.

 

Financial planning

There is an art to bridging together your asset management, personal ambitions, current situation and financial goals. And we live for our art.

 

Insurance products and annuities

Insurance solutions you can depend on to preserve your assets.

 

Business transfers

The wealth you’ve worked so hard to build is priceless. Give it the attention it deserves to ensure a smooth transition.

 

Philanthropy

Choosing to make a difference, today and tomorrow.

 

Incorporation of professionals

Each situation should be analyzed appropriately, and we offer you and integrated approach that covers everything.

 

Estate planning

To pass on your wealth to your loved ones.

 

Banking and financing solutions

Capitalize on the benefits of enjoying a wide range of financial solutions and tools that are flexible and responsive to your financial needs.

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Our Team

Know more about the members of our team.

Photo of team member

Cathy Duval, B.B.A., CFA

Portfolio Manager and Vice-President

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Cathy Duval, B.B.A., CFA

Phone: 514-871-3474

Fax: 514-879-3873

Email: cathy.duval@nbf.ca

Cathy Duval, B.A.A., CFA 

Portfolio Manager and Vice-President

Phone : 514-871-3474
Fax: 514-879-3873
Email: cathy.duval@nbf.ca

 

My fascination with the financial world dates back to my childhood. As a little girl, I used to calculate the value of the interest coupons on my father’s bonds. That’s when I began to track my securities and eventually seriously dive into the world of personal finance and financial markets. I realized the importance of being financially sound, and knew that what I wanted to do is share my knowledge and help people meet their financial goals.

I have been working in the financial sector since 1998, and at the National Bank Financial family since 2004. Before this, I was a stock and option trader on the Toronto, New-York and Chicago exchanges. Those years of expertise, my diploma in financial planning and my CFA* designation are all valuable assets that allow me to provide you with the best possible management for your portfolio.

As an investment advisor, my priorities are – and will remain – maximizing the performance of your portfolio while protecting it from an accentuated downfall in the marketplace.

My compensation being based on your satisfaction and the return of your investment portfolio, it is in my best interest to keep you accurately updated on the evolution of your portfolio and to give you outstanding service. Our interests are intimately related.

Please do not hesitate to contact me. At National Bank Financial, we manage the world’s most important investments : yours!

Looking forward to meeting you!

 

sign-cathy.gif

 

* CFA designation – a 3-years post-bachelor degree – is the most sought-after portfolio management designation in the world. It’s rigor and intensity demand a strong commitment and deliver a powerful value. The CFA institute leads the investment industry by setting the highest standards of ethic, education and professional excellence and vigourously advocating fair and transparent capital markets. For more details, please visit http://www.cfainstitute.org.

Bio
Photo of team member

Inuk Lefebvre-Lafrenière

Investment Assistant

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Inuk Lefebvre-Lafrenière

Phone: 514-871-3450

Fax: 514-879-3873

Email: inuk.lafreniere@nbf.ca

Inuk Lefebvre-Lafrenière  

Investment Assistant

Phone: 514-871-3450
Fax: 514-879-3873
Email: Inuk.lafreniere@nbf.ca

Inuk’s role within the team is to continually raise the customer service bar and provide administrative support. He’s your first point of contact whenever you need to reach us for everything but your portfolio investment strategy.

He can help you navigate your account on our website, or assist you with any queries pertaining to your account statements. He also takes part in preparing proposals and portfolio revisions, and updating retirement plans. In addition, Inuk is in charge of organizing seminars and other events and activities we deem will benefit our customers.

Inuk has been in the financial industry for more than ten years with two major firms. His experience includes trading, investment products, client service and administrative support. He is hence a resource for all your needs in these areas and much more. He is able to offer an entirely bilingual service both verbal and written having worked in translation. He can also provide you with a personalized service having been responsible for the specific needs of sophisticated clients.

In his spare time, he is an avid fan of reading and maple syrup production at his family's maple shack.

 

Bio
Photo of team member

Sounda Ladouceur, B.COMM., FCSI, CIM

Associate Investment Advisor and Portfolio Manager

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Sounda Ladouceur, B.COMM., FCSI, CIM

Phone: 514-871-4316

Fax: 514-879-3873

Email: Sounda.Ladouceur@nbf.ca

Sounda Ladouceur, B.COMM., FCSI, CIM 

Associate Investment Advisor and Portfolio Manager

Phone : 514-871-4316
Fax: 514-879-3873
Email: sounda.ladouceur@nbf.ca

Sounda started her career at National Bank Financial in 1997. After a two-year experience as a financial analyst, her career path is entirely dedicated to portfolio management and wealth management with individuals and companies.

For the past several years, she has held the professional designations of Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI). Certified as a Portfolio Manager, she also offers discretionary portfolio management as a service to our clients.

As part of the team, Sounda provides quality advice that encompasses and integrates your personal and family needs. She is recognized by her peers for her professionalism in the respect of the highest standards of ethics, integrity and transparency.

"I am committed to building a lasting relationship with you based on trust. Listening, understanding and setting the ground rules together is the foundation of my commitment to you. "

Bio
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Marc-André Duhaime, Gd.Tax, B.Sc., Fin.Pl.

Gd.Tax, B.Sc., Fin.Pl.

Senior financial planner

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Marc-André Duhaime, Gd.Tax, B.Sc., Fin.Pl.

Marc-André Duhaime, Gd.Tax, B.Sc., Fin.Pl.

Senior Financial Planner

Phone: 514-871-3474
Fax: 514-879-3873
Email: marcandre.duhaime@nbf.ca

Marc-Andre chose to pursue a career with National Bank Financial as much for the quality of its client service than for its reputation. He works in this field for now more than five years both in banking services, securities and taxation. In the beginning of his career, he soon understood that his passion was the field of financial planning and that there was where he wanted to specialize. He completed his university studies in economy, accounting, taxation and financial planning.

His role in Cathy Duval’s team will be to help you find personalized solutions regarding various questions that affect you such as the age for retirement, the choice of an annuity, establishing your protection needs as well as determining your retirement income. It is hence about helping you to achieve your personal objectives and find the best solution for you. "What I like the most about my work is the possibility the make a difference for people. The seven areas of financial planning: personal finances, retirement, investments, taxation, the legal aspect and estate planning can become complex. Being able to guide people in these fields is for me a great source of self-esteem and pride for me which is renewed daily.

Bio
Photo of team member

Lysane Tougas, LL.B, LL.M, Fisc.

Senior Advisor, Estate Planning

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Lysane Tougas, LL.B, LL.M, Fisc.

Phone: 514-412-3762

Email: lysane.tougas@nbc.ca

Lysane Tougas, LL.B, LL.M, Fisc.

Senior Advisor, Estate Planning

Phone : 514-412-3762​
Email: lysane.tougas@nbc.ca

Lysane has been a member of the Quebec Bar since 1998. She obtained her Bachelor of Law degree from the Université de Montréal and a Master's degree in taxation in 2004.

Lysane has extensive experience in will and estate planning as well as tax law. She worked at major law and accounting firms for several years.

She helps our team offer committed and high-quality advisory services. Empathetic and open, she puts her expertise to work for our clients and listens attentively to their wishes to draw up an estate plan that achieves their goals

Bio
Photo of team member

Éric Harvey

Financial Security Advisor

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Éric Harvey

Phone: 514-581-6897

Fax: 450-695-1186

Email: eric.harvey@cabn.net

Eric Harvey  

Financial Security Advisor

Phone: 514-581-6897
Fax: 450-695-1186
Email: eric.harvey@cabn.net

Éric has joined the team to help you with all your insurance needs. A member of the National Bank Insurance Firm since 1999, he is our personal insurance expert (Personal and Commercial), and he will guide you through every step of your insurance planning - from the initial assessment of your situation to selecting the best products and services for you. Always focused on assisting you with your decisions to ensure you achieve financial security and greater prosperity, Éric will meet with you whenever and wherever is most convenient for you.

 

 

Bio

AWARDS AND DISTINCTIONS

IIAC Top Under 40 Award – 2016 Edition

IIAC Top Under 40 Award – 2015 Edition

Young Guns Top 10 Investment Advisor Under 35 in Canada - 2014

Investment Advisor of the Year – NBF - Montreal Area - 2013

Best Asset Growth – NBF - Montreal Area - 2013

Best Asset Growth – NBF - Top 2 in Canada - 2010

Best Asset Growth – NBF - Top 2 in Canada - 2009

Biggest Contribution - Fondation Jean-Lapointe – Dragon Boat Race Event - 2007, 2008 and 2011

Rookie of the Year Finalist - Canada – NBF - 2005-2006

Whatever your questions,
we have the answers and solutions.


 

Contact Us

Please feel free to get in touch with us.
We would welcome the opportunity to be your main advisor.

Get to know us

Phone: 514-871-3474

Email: cathy.duval@nbf.ca

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1, Place Ville Marie, Suite 1700

Montréal, Québec

H3B 2C1

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