C. Graham Tench, CIM, PFP, FCSI - Investment Advisor
Graham has been helping individuals and families meet their financial goals since 1981. He has won National Bank Financial’s National Award for Portfolio Management. Graham is a strong advocate of taking a disciplined approach to investing. He enjoys an excellent rapport with his clients, in part by maintaining a high level of accessibility and responsiveness. Graham is a Chartered Investment Manager (CIM) and a Fellow of the Canadian Securities Institute (FCSI). He has a Personal Financial Planner (PFP) designation and a Life, Accident & Sickness insurance licence.
Graham is a native of Ottawa and is married with one son. He is a hockey enthusiast and is an avid movie buff.
Denis L'Heureux - Investment Advisor
Denis joined Graham in 1996 as an Administrative Assistant after completing the Canadian Securities Course. He became an Investment Advisor in 2001 after completing the Personal Financial Planning course. He is a keen observer of the financial and political landscape and is constantly on the lookout for shifts in market trends that can offer investment opportunities. Like all members of the team, he is highly regarded for his commitment to client service. Denis has his Life, Accident and Sickness insurance licence.
Born in Québec City, Denis is bilingual and has made Ottawa home since 1967. Married with two children, Denis’ recreational activities revolve around his family and the handyman chores he relishes at his cottage.
Chad Fortier, B.Comm, FMA - Investment Associate
Chad joined the team in 2000. He is highly knowledgeable in all aspects of investing and is a master at keeping the administrative wheels turning to address the needs of clients and the functionality of the team.
A bilingual native of Val Gagné in northern Ontario, Chad now calls Ottawa home. Chad devotes the bulk of his leisure time to activities with his son.
Maxime is our Senior Personal Banker dedicated to creating personalized financing strategies and offering banking solutions to National Bank Financial Wealth Management clients.
In his spare time, Maxime enjoys playing soccer, snowboarding, travelling the world and exploring different places. He lives in the Ottawa Region with his wife and young daughter and love to pass time with them.
Banking services are provided by National Bank of Canada (NBC).
Susanne Griesbach, BA, BCL/LLB - Senior Advisor, Trust & Advisory Services
Susanne is our wills, trust and estate law specialist. She provides guidance on matters relating to wills, powers of attorney, trusts and estate matters.
In her spare time Susanne enjoys doing yoga, dancing, travelling, and working on her German and French language skills.
Daniel Cadieux - Insurance & Annuity Specialist
Daniel is our insurance & annuity specialist. He has been working with National Bank Insurance Firm Inc. since 2000. He has extensive knowledge of life, disability, critical illness and annuities and works closely with tax and actuarial experts. He has access to the products and services of all major Canadian Insurance Companies.
Insurance products and solutions are provided by National Bank Insurance Firm Inc. (NBIFI). NBIFI is not a Member of the Canadian Investor Protection Fund (CIPF). Therefore insurance products are not protected by the CIPF.
Mamime Lalonde, B.Comm - Senior Personal Banker