Leaders’ profiles

With more than 15 years at National Bank, his distinctive career in fields as varied as full-service brokerage, managed solutions engineering, money market, institutional brokerage, prime brokerage and private wealth management enabled him to develop in-depth knowledge of the Wealth Management and Financial Markets sectors.

With a bachelor degree in Business Administration - Finance from UQAM's School of Management, Éric-Olivier was named one of the 2016 Top 25 in the Quebec financial industry in the "Under 40" category by Finance Investissement.

Prior to joining NBI, Marie practiced business law with two national law firms. Specialized in securities and wealth management, she is a member of the Autorité des marchés financiers' Advisory Committee on Investment Products, is 2nd Vice-President of the Conseil des fonds d'investissement du Québec and sits on the Board of Directors of the Investment Funds Institute of Canada. Marie co-authored the investment funds chapter of LexisNexis Canada's JurisClasseur Québec legal encyclopedia.

A member of the Quebec Bar since 1999, Marie is a graduate of the Université de Sherbrooke's Faculty of Law and holds a Master of Business Law degree from the Université de Montréal.

Balados

Analysis of responsible investment regulations | National Bank Investments (nbinvestments.ca)

With more than 20 years of experience in the investment industry, Terry has worked at the Caisse de dépôt et placement du Québec as Portfolio Manager and Head of Investments for Technology, Health and Consumption prior to joining NBI. He started his career as a portfolio manager at Standard Life.

Terry holds a Bachelor's degree in Commerce and an MBA from McGill University. He has been a CFA charterholder since 1998.

Balados

Responsible investing & ESG | National Bank Investments (nbinvestments.ca)

Martin joined the Bank in 2002. He has over 20 years of experience in wealth management, where he has held positions of increasing responsibility. He has an excellent understanding of clients and is constantly refining the way sales teams provide them with tailored advice and strategies.

Martin holds a Bachelor of Business Administration from Bishop's University. He is both a leader and a coach focused on growth and results, while favouring a human approach that encourages his team members to constantly surpass themselves.