About

Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

Investments are only one part of your financial picture.

My role is to bring every aspect of your financial strategy together so that your investments, tax planning, insurance, retirement, and estate planning all work toward the same goals. Because the best financial decisions are those that consider your situation as a whole.

As co-owner and advisor at Groupe Financier Navia, I primarily work with families, professionals, and business owners who are looking for a comprehensive approach to wealth management. My goal is to simplify important financial decisions and provide personalized advice that evolves with your needs and objectives.

Before dedicating my career to financial advice, I worked as a Chartered Professional Accountant (CPA) for seven years, a designation I continue to hold today. This experience allowed me to develop strong expertise in taxation, financial analysis, and planning. Today, it gives me an additional perspective and allows me to collaborate effectively with the accountants, legal professionals, and other professionals who support you.

I believe in relationships built on trust, attentive listening, and transparency. My goal is to be the professional you turn to whenever an important financial decision arises, providing you with guidance that is thoughtful, clear, and objective.

On a personal note, as a husband and father of two, family plays an important role in my life. We enjoy spending time outdoors, discovering new places, and sharing our love of adventure and travel with our children.

High-performance sports taught me that lasting success requires preparation, discipline, and consistency. Today, those same values guide the way I support Clients in making financial decisions.

As co-owner and advisor at Groupe Financier Navia, I am committed to providing personalized guidance that evolves with each Client's needs. I believe the strongest relationships are built over time through availability, attentive listening, and a consistent presence when important financial decisions arise.

My journey with the firm began in 2021 as an administrative assistant. This experience gave me an in-depth understanding of the operations, compliance requirements, and processes that support a high standard of service. Today, that knowledge is an important asset in my role as an advisor. I was also a Client of Groupe Financier Navia before becoming an advisor, which gives me a unique perspective on the Client experience and helps me provide the level of service the Clients expect.

Before dedicating myself fully to financial services, I spent more than 25 years in the world of soccer, including 12 years as a professional player. That career instilled in me the values of discipline, preparation, perseverance, and teamwork, which continue to shape the way I work with Clients every day.

For more than 30 years, I have had the privilege of guiding families, professionals, and business owners through the financial decisions that shape their lives. Over the years, I have learned that beyond strategies and investments, it is relationships built on trust that truly make the difference.

This belief led me to found Groupe Financier Navia, with the goal of providing personalized guidance, objective advice, and relationships built to last. I am proud to see these values continue to guide the firm today.

I am pleased to continue serving Clients as a collaborating advisor. It is a privilege to continue supporting them while contributing to the continuity of the firm I have had the pleasure of building.

On a personal note, I am a husband and father of three adult children. As a family, we enjoy spending time outdoors, skiing, and discovering new trails.

As Communications Coordinator, Marie-Eve is often your first point of contact with our team. She assists you with scheduling appointments, facilitates communication with your advisor, and helps coordinate various administrative matters to provide you with a seamless and attentive experience.

Passionate about running, outdoor activities, and travel, she enjoys discovering new places and making the most of life. Her energy and enthusiasm are reflected in her day-to-day approach and in her commitment to providing warm, personalized service.

As part of Operations Support, Nathalie assists the advisors with transactions, research, and resolving various issues. She also acts as a liaison between the team, head office, and various financial institutions to help ensure files are handled efficiently.

Her professional background includes several years of experience in finance with the federal public service, followed by 22 years as an entrepreneur. These experiences strengthened her attention to detail, team spirit, and commitment to providing quality service and building relationships based on trust.

On a personal note, family plays an important role in Nathalie’s life. As a mother of three daughters and grandmother of five, she enjoys spending time outdoors, camping, cycling, and expressing her creativity through painting.