About Us

DUVAL GROUP:

COMMITMENT. PASSION. RESULTS.

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 Vice-President

Phone: 514-871-3474

Fax: 514-879-3873

E-mail: 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!

* 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.

Inuk Lefebvre-Lafrenière, Investment Assistant

Phone: 514-871-3450

Fax: 514-879-3873

E-mail: 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.

Sounda Ladouceur, B.COMM., FCSI, CIM, Associate Investment Advisor and Portfolio Manager

Phone: 514-871-4316

Fax: 514-879-3873

E-mail: 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. "

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

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.

Lysane Tougas, LL.B, LL.M, Fisc., Senior Advisor, Estate Planning

Phone: 514-412-3762

E-mail: 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

Éric Harvey, Financial Security Advisor

Phone: 514-581-6897

Fax: 450-695-1186

E-mail: 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.

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
State-of-the-art technology
Advanced discretionary portfolio management platform
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.

To learn more about National Bank Financial

About Us

About Us

DUVAL GROUP:

COMMITMENT. PASSION. RESULTS.

OUR MISSION: GIVING YOU INFORMED ADVICE AND EARNING YOUR TRUST

OUR VISION

OUR INVESTMENT PHILOSOPHY

Cathy Duval, B.B.A., CFA, Portfolio Manager and Vice-President