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Michel Bertrand, Portfolio Manager, CIM, Senior Vice-President

National Bank Financial

50 O’Connor, Suite 1602, Ottawa, Ont., K1P 5E1

Team Assets (Custodied)


Typical Size of Household Accounts

$1.1-million -

Minimum Account Size for New Business


Typical Net-Worth of Relationships

$1-million -

Michel Bertrand is an investment advisor, portfolio manager and leader of his own wealth management team at National Bank Financial in Ottawa. He has spent almost 27 years with the firm, growing a number of client relationships throughout the years and bringing the same passion he had early in his career.

At age 12, Michel had his first exposure to the job of his dreams. He met his parents’ advisor, and aimed to one day become one himself. Once he completed his degree in finance at H.E.C. Montreal, Michel came knocking at the door of what was then Lévesque Beaubien Geoffrion. There, Raymond Massé became his mentor. Michel worked closely with him for 16 years, until Mr. Massé retired.

Michel was born in a small village of the Outaouais. His father was a family doctor and his mother took care of the medical office, along with the family duties. Early in life, Michel learned what hard work and long hours meant. Values like “never stop until you’re finished” and “always be ready to help” were transmitted by his parents. Michel was raised to stay humble and be curious, and inherited from his parents a sense of altruism.

Still today, these values and principles govern his practice. Michel’s team has grown to six associates. Their overarching philosophy: establish a deep connection with clients, offer a complete wealth management experience, and instill the confidence that the team can help them achieve their goals and objectives.

He and his associates listen closely, give thoughtful advice beyond investments and simplify everything relating to finance. Those are the keys to the success, and have helped the team to garner numerous awards.

Michel believes in giving back to the community. He raises money for numerous organizations, serves on the board of two non-profit organizations, and has a bursary under his name at La Cité Collégiale.

He credits much of his success to his wife, Marie-Josée, who made it possible to grow his practice. They have three sons.

Advertising feature produced by Globe Content Studio. The Globe’s editorial department was not involved.