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Leaders’ profiles

Strategists in tune with the changing needs of investors

Our leadership team drives NBI's innovative strategies and research-driven expertise. With a passion for excellent customer service, they are committed to helping investors meet their financial goals.

Picture of Éric-Olivier Savoie, President and CEO of National Bank Investments (NBI) and Senior Vice-President of the Investments Solutions sector.


Éric-Olivier Savoie

President and Chief Executive Officer

Éric-Olivier Savoie is President and CEO of National Bank Investments (NBI) and Senior Vice-President of the Investments Solutions sector. In this role, he is responsible for NBI's vision, strategy and asset management activities in an open architecture context.

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.

Picture of Marie Brault, Vice-President, Legal Services.


Marie Brault

Vice-President, Legal Services

Marie is Vice-President, Legal Services at National Bank Investments (NBI). She leads the legal and regulatory affairs team responsible for the creation, distribution and management of public and private mutual funds, exchange-traded funds and other managed investment solutions, working with investment fund managers, dealers and securities advisors.

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)

Picture of Terry Dimock, Head Portfolio Manager.


Terry Dimock

Head Portfolio Manager

Terry Dimock is the Head Portfolio Manager at National Bank Investments (NBI). In this role, he is responsible for the effective oversight of asset allocation and portfolio manager selection for NBI’s mutual funds, exchange-traded funds and managed solutions.

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)

Photo of Martin Felton, Vice-President, National Sales at National Bank Investments


Martin Felton

Vice-President, National Sales at National Bank Investments 

Martin is Vice-President, National Sales at National Bank Investments (NBI). In his role as national sales leader, he puts forward NBI's unique positioning with its open architecture. More specifically, he ensures that sales targets for investment solutions are met and that there is a high level of collaboration with the various advisory and distribution channels.

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.

Picture of Martin Lefebvre, Chief Investment Officer and Strategist.


Martin Lefebvre

Chief Investment Officer and Strategist

Martin is the Chief Investment Officer of National Bank Investments responsible for the development investment soclutions and the management of tactical asset allocation mandates. With over 20 years of experience in financial markets, Martin also managed the portfolio management team at Private Banking 1859.

Prior to joining National Bank, Martin was a Vice-President, Asset Allocation, at Natcan Investment Management. He also served as Senior Economist and Strategist for Desjardins Group, and as a U.S. Economist with the Department of Finance Canada.

Martin holds a Master’s in Economics from UQAM.

Balados

One year later: Market outlook | National Bank Investments (nbinvestments.ca)

Stocks vs. Bonds: Decoding Different Signals | National Bank Investments (nbinvestments.ca)

Picture of Joe Nakhle, Senior Vice-President & Chief Operating Officer.


Joe Nakhle

Senior Vice-President & Chief Operating Officer

As Senior Vice-President and Chief Operating Officer for National Bank Investments, Joe is responsible for product management, risk management, business intelligence and business strategy as well as portfolio sub-advisory relations.

Prior to joining National Bank, Joe spent six years at a global management consultancy in Canada, Europe and the Middle East, where he accompanied corporations and financial institutions on strategic and transformational initiatives.

Joe holds a Bachelor’s degree in Commerce from Concordia University, as well as an MBA from INSEAD, France. He is also a CFA and FRM charterholder.