For years, the driving force behind the Duval Group’s success has been a customer-focused mindset, combined with a genuine desire to be a trusted partner in our customers’ wealth management process.
We listen and we analyze until we fully grasp your real needs so that, together, we can chart a winning strategy. The range of experience within our team means you benefit from an approach that is both multidisciplinary and competitive.
And we won’t hesitate to bring in outside expert help when needed, because your goals and achieving them matter to us.
OUR MISSION: GIVING YOU INFORMED ADVICE AND EARNING YOUR TRUST
Our primary purpose is to provide you with a complete range of services to meet all of your financial needs, as they pertain to you and your family. Because we believe quality trumps quantity, we choose to work with a limited number of customers to ensure we can meet their needs fully and completely. We want to become your main source of financial advice. It is what guides us and what motivates us to raise the bar each day.
OUR VISION
Besides providing expertise in every financial area, we see ourselves first and foremost as your personal financial specialists. For everything from answering your questions and explaining the taxation principles related to our practice, to avoiding wealth management and investment pitfalls, you can count on us being there for you. Each new bond we forge and nurture makes us proud and becomes our team’s permanent focus. Being there for you, unwaveringly.
OUR INVESTMENT PHILOSOPHY
Because each customer is different, we make sure we really get to know you as a person and an investor, so that we can then craft a strategy that matches who you are. We carefully and diligently manage your assets, while protecting their growth and continuity. We do this primarily by diversifying and rebalancing your portfolio at opportune times.
Cathy Duval, B.B.A., CFA, Portfolio Manager and Senior Wealth Advisor
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 a portfolio manager, 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!
* 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.
Guillaume has been working in the financial services industry for almost seven years. His passion for personal finance and various financial products led him to study finance at the University of Quebec in Montreal (UQAM). He subsequently worked as an Advisor and later as a Manager, Personal Financial Services.
During this professional journey, he has improved his knowledge in order to be better equipped to serve customers. He recently completed the CSI training leading to the Chartered Investment Manager (CIM) designation and is currently completing the Financial Planner training from the Institut Québécois de Planning Financière (IQPF).
« There is no greater joy for me than ensuring that I give you the best possible service. Clients like me due to my professionalism, proactive work ethic, as well as the quality of my advice. I am looking forward to getting to know you and help you achieve your personal goals. »
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.
Marc-Antoine puts forward his knowledge of investment products to support the team in the realization of your personal goals.
His passion for the financial industry and investments has led him to attend John Molson School of Business. After four years, he graduated with distinction with a bachelor’s degree in Commerce, specializing in finance. Furthermore, he spent three years as a financial advisor’s assistant which allowed him to apply different financial concepts that he had learned throughout his academic pathway.
He strongly believes that in order to serve you to the best of his capabilities, it is important to continuously improve his financial knowledge through professional certification programs and courses. Therefore, he has also completed the “Registered Investment Representative Licence” and is currently working towards obtaining the “Certified Investment Manager” designation (CIM).
His peers recognize him as a diligent professional with great analytical capabilities.
“It will be a pleasure to get to know you and work by your side over the next years. I will do everything in my power to help the team in providing you with the high-quality services that you deserve.”
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
As a personal banker, Mona Semaan offers a full range of tailor-made banking and financing solutions through the various partnership agreements offered across the sector: Banking services to National Bank Advisors.
Working with National Bank Financial Advisors, she enriches the existing advisory services provided by Advisor Banking Services by ensuring continuity in the execution of wealth management strategies by integrating the banking component into their overall approach.
With nearly 17 years of experience at National Bank, Mona is recognized for her thoroughness and her dedication to her clients.
Thanks to her excellent knowledge of the products offered, clients are definitely in good hands when it comes to planning and exploring options for all of their banking and financing needs.
Marc-Olivier Godbout, CPA, MBA, Pl. fin., Senior Advisor, Financial Planning
Marc-Olivier holds a bachelor's degree and a graduate diploma in accounting as well as an MBA. He is a member of the Ordre des comptables professionnels agréés du Québec (CPA) and the Institut québécois de planification financière (IQPF).
After working for more than 10 years in financial analysis, Marc-Olivier has been a financial planner serving high-net-worth clients for over 5 years. National Bank Financial – Wealth Management clients benefit from his holistic approach to financial planning to help them achieve their life goals. The resulting value-creating recommendations are presented in a simple, clear and professional manner to make implementation easier.
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.
NATIONAL BANK FINANCIAL WEALTH MANAGEMENT
We combine individual advisory and brokerage services with institutional brokerage, corporate finance, and third-party securities clearing and brokerage services.
We operate across Canada and are one of the leading firms in institutional equity sales and trading, and are highly regarded for the quality of our equity and capital market research. In fact, each year we are recognized by Brendan Wood International in several award categories.
Our mergers and acquisitions expertise, integrated corporate banking capability and key participation in all Canadian fixed-income markets are just a few reasons you should trust National Bank Financial - Wealth Management.
CANADIAN INVESTOR PROTECTION FUND
NBF is a member of the Canadian Investor Protection Fund (CIPF), which means you enjoy asset protection of up to $1 million per account. Visit their website to learn more.
HIGHLIGHTS
Founded in 1902, National Bank is the 4th largest investment dealer in Canada for full-service brokerage in terms of assets under management
Dominant presence with a market share of 27% in Quebec and nearly 10% in Canada
Close to 100 branches across Canada, from Halifax to Victoria
$75 billion in assets under management for over 400,000 individual clients
Full suite of managed products based on an open architecture structure wherein all asset management is handled by third-party portfolio managers
The strength of our Financial Markets division translates into powerful benefits for National Bank Financial - Wealth Management’s investment advisors and their clients, such as:
one of Canada's top economic forecasting teams;
capital markets research recognized as some of the industry’s best;
participation in all of the major underwriting syndicates, which gives clients a good selection of new equity issues;
a broad and deep inventory of fixed income thanks to National Bank's positioning as the country’s leading underwriter of government debt;
a steady supply of innovative new derivatives-based products reflecting our widely recognized market leadership in this area.
