A DEVOTED TEAM
From coast to coast, our vice presidents and their team of specialists address all your financial needs.
A PERSONALIZED EXPERIENCE
Thanks to our years of experience in customer service, banking and private management, we can adapt easily to the reality of your area in order to provide you with the best options possible – whether that’s in British Columbia, Alberta, Ontario or Quebec. Meet our vice presidents.
Vice-President, Head of Commercial and Private Banking and National Accounts for British Columbia and Prairies
Paul brings more than 25 years of senior corporate and commercial banking experience to National Bank. As an organizational leader, his passion is building strong teams.
Paul has diverse industry knowledge and deep experience developing financial solutions for entrepreneurs.
Throughout his career, he’s earned a reputation as a collaborator, known for his ability to develop relationships that have helped his teams and clients achieve their goals. In this new role, Paul is responsible for the strategic growth of National Bank in Western Canada.
Email : firstname.lastname@example.org
Phone : 403-681-1166
Jeff Young, CPA, CA, CFP, R.F.P.
Vice President, Calgary
Jeff Young has over 25 years of experience in the financial services sector, with 15 of those years served in leadership roles. Before joining Private Banking 1859, he developed his expertise working for another major financial institution’s private banking business. Jeff has international and business strategy experience, which serves him well in his current role. In addition to being a chartered accountant, Jeff also holds the certified financial planner and registered financial planner designations. His focus is on understanding the goals and aspirations of his clientele to better preserve and grow their assets.
Email : email@example.com
Phone : 403-828-5211
Haleh Alexander, MBA, FEA, PFP
Vice President, Vancouver
With over 30 years of experience in the financial sector, Haleh (Holly) Alexander joined the Private Banking 1859 team in 2018 after several years working for another Canadian private bank. Her role here is to support the experts and specialists of her team in the realization, growth, and transfer of clients’ assets in Vancouver as well as to assist them in the implementation of complex banking solutions and the creation of personalized credit strategies. Holding FEA (Family Enterprise Advisor) certification, Haleh provides regional clients and their families with her human approach that combines professionalism and accessibility. Fluent in Farsi, Haleh Alexander is also very involved in her community.
Email : firstname.lastname@example.org
Phone : 604-841-2255
Managing Director and Head, National Client Group / Vice-President, Commercial and Private Banking 1859
Over the past 19 years, Matthew has applied his growth driven and collaborative approach to successfully lead many teams throughout various key roles. Today, he is responsible for the growth of the National Client group outside of Quebec and the overall activities for the Commercial Banking and Private Banking in Ontario. He is leading a fully integrated team of Lending, M&A / Investment Banking, Private Banking, Cash Management and Risk Management Solution professionals servicing small and medium enterprises as well as large private and small public companies. It is with his exceptional people first culture that he is attracting high quality, experienced and motivated team members, and therefore creating distinctive experiences for entrepreneurial clients and their families. He is also an active member in his community and a great mentor for all under his leadership.
Email : email@example.com
Phone : 416-435-7048
Managing Director and Head of Lending – National Client Group, Ontario and Atlantic Canada / Vice President Private Banking 1859, Ontario
With over 17 years of experience in the financial sector, Caitriona joined the Private Banking 1859 team as Vice President, Ontario in 2023, representing an expansion of her responsibilities at National Bank, where she has also held the position of Managing Director & Head of Lending for the National Client Group, since joining the Bank in November 2019.
Caitriona’s leadership across both businesses aligns and connects our most complex and high-net worth business clients with our Private Banking 1859 offering under common leadership; and the structure reinforces and executes on our unique strategy in the Canadian Banking landscape to truly serve clients across their business, personal and family needs both currently and into the future.
Utilizing an exceptional people first culture, Caitriona has been able to attract high quality, experienced and motivated team members who are creating quality and distinctive experiences for entrepreneurial clients and their families.
Caitriona holds a Fellowship status with the Association of Chartered Certified Accountants and a first-class honours degree in Business majoring in Finance.
Vice-President, Commercial and Private Banking, Laval, Lanaudière, Laurentides, Northern Quebec, and Eastern Ontario
With over 20 years of experience in the finance industry, Yannick has risen rapidly through the ranks thanks to his leadership, interpersonal skills, and passion for business development. His motivational approach has enabled him to support several teams in achieving a high level of performance and commitment to the benefit of their clients.
Yannick holds a bachelor's degree in administration, a master's degree in finance and a CPA designation. In his current role, he develops business strategies to optimize both client and employee experience for the Commercial and Private Banking sectors. By maintaining a close relationship based on trust, he ensures that entrepreneurs are receiving the right support, both in their commercial ambitions and in their personal projects.
He also sits on a number of Boards of Directors and is involved in a variety of successful charity events.
Email : firstname.lastname@example.org
Phone : 514-887-6555
Daniel Daunais, F.Pl., M.Tax.
Ever since he joined the National Bank in 2007, Daniel has been able to set himself apart due to his authenticity and his ability to build strong relationships with his clients. With a passion for business development, he joined Private Banking 1859 in 2011 as a private banker, where he quickly climbed the ranks and became director and Senior Private Wealth Advisor. Daniel holds a bachelor’s in business administration with a specialization in finance, a master’s degree in taxation, and a certificate in financial planning. An avid fan of music and art, he also volunteers with the Musée d’art contemporain de Montréal.
Email : email@example.com
Phone : 514-397-1278
Marie-Christine Marcoux, Fin. Pl., MBA
Vice-President, Commercial and Private Banking, Estrie, Central Quebec, and Mauricie
Marie-Christine has been a valuable part of the National Bank team for over 35 years and has excelled in several positions, mainly in the Estrie region, where she has served both personal clients and entrepreneurs.
Passionate about building strong connections between her team of experts, partners and clients, she remains focused on her objective: to make the most of each situation. One of her greatest strengths? Identifying and drawing upon everyone's talents and then assembling and training effective teams who are fully committed to not only meeting but surpassing client expectations.
Marie-Christine has been with Private Banking 1859 since its inception. She wants to continue contributing to the growth of the company so that it continues to provide a top private banking experience.
In addition to her professional activities, she is actively involved with La Maison Aube-Lumière (palliative care home) and sits on the Board of Directors of the CHUS Foundation.
Email : firstname.lastname@example.org
Phone : 819-679-6563
Nancy Janson, Fin. Pl., MBA
Nancy has been working with entrepreneurs for over 30 years, helping them reach their full potential. Thanks to her expertise in financial planning and wealth management, she can provide sound and personalized advice to all her clients.
As the leader of a multidisciplinary team, Nancy places the utmost importance on her clients’ satisfaction and the well-being of her partners. Both of these are essential pillars of her professional approach.
In addition to her role at National Bank, Nancy is heavily involved in organizations that benefit women and children. She’s deeply committed to the values of collaboration, fairness and authenticity, which are the core principles of all her professional interactions and relationships.
Email : email@example.com
Phone : 438-886-1246
Vice-President, Commercial and Private Banking, Montérégie
With an MBA in Corporate Finance, Carl has a wealth of knowledge that he uses to help his clients’ businesses. Since 1996, he has held several roles as well as the title of Vice-President of Commercial and Private Banking 1859 for Montérégie since May 2022.
Carl is passionate about helping entrepreneurs reach their goals. He’s distinguished himself by his ability and desire to contribute to the success of his clients and colleagues. A positive and determined leader, he takes pride in surrounding himself with a dynamic team who put their clients’ priorities first.
Carl is proud to be committed to several social causes. He sits on the Board of Directors of the Pierre-Boucher Hospital, as well as on the Board of Directors of the Claude Raymond Fund. He’s also been involved in the Generations Challenge that benefits hospitals around Quebec for several years. Carl is also involved in several organizations and events in the Montérégie business community.
Email : firstname.lastname@example.org
Phone : 514-248-0023
Vice-President, Commercial and Private Banking, Quebec City and Eastern Quebec
Martine has worked in the banking industry for over 20 years, including 13 years at National Bank. She held several different positions before being named Vice-President responsible for the Quebec City and Eastern Quebec regions.
Martine has an excellent knowledge of the Quebec City area market. She also has excellent skills in mobilizing, developing and coaching high-performance teams. She is a manager who focuses not only on results but also on people. With the client at the heart of her priorities, she plays a key role with her team and partners.
Recognized for her involvement in the business and community sectors, Martine sits on the boards of the Quebec Heart and Lung Institute (IUCPQ) Foundation and the Fondation de l'entrepreneurship — Réseau M.
Email : email@example.com
Phone : 418-254-7134
Jean-Sébastien Lemieux, FCSI, CIM, MBA, CFA
National Leader, Development and Client Experience
Vice-President, Commercial and Private Banking, Montreal
Jean-Sébastien has worked in the financial industry since 1997 and has been working alongside families since 2002. He is a Chartered Financial Analyst, a Certified Investment Manager and a Fellow of the Canadian Securities Institute.
Jean-Sébastien completed the MBA program at HEC Montréal to gain a better understanding of the day-to-day challenges faced by entrepreneurs. As Vice-President of the 1859 Commercial and Private Banking division, he manages a team of 150 professionals entirely dedicated to helping families and entrepreneurs in the Montreal region.
Email : firstname.lastname@example.org
Phone : 450-462-6500