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Private Wealth Management Service Managers
Professionals whos share a common investment vision
Our Private Wealth Management Service portfolio managers share a philosophy that favors capital preservation. This means that they opt for consistent returns and lower volatility, even within dynamic, growth-oriented portfolios. Their disciplined approach pays off: in the past ten years, our managers’ portfolios have generated returns that compare very favorably with the benchmark indices.
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Michel Falk, MBA, CFA
Senior Vice-President
In addition to holding a bachelor’s degree in mathematics and an MBA, Michel Falk was certified by the Institute of Chartered Financial Analysts (CFA) in 1986. After holding investment management positions in a major Canadian trust company, he joined our firm in 1986, and now heads the Portfolio Management Department. He has more than 18 years of experience in this area.
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Ralph Hartmann, MBA, CFA
Vice-President
With a history degree from Harvard University, an MBA, and his CFA certification, Ralph Hartmann has held various positions involving securities and foreign currency management. He worked for a number of years in Europe, which has given him a truly global view of the markets. He joined National Bank Financial in 1995 as a financial analyst for Canadian equities and has more than 15 years of financial market experience.
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Jean Croteau, CA
Vice-President
Jean Croteau began his career as an auditor with an international accounting firm before turning his attention to the financial markets in 1987. Before joining our team in 1997, he worked as a portfolio manager for a national trust company and a private management firm. He also has experience as a financial analyst for a securities broker, and has more than 15 years of experience in financial markets and portfolio management.
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