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Bernard Dallaire, M.Sc., CFA

Senior Wealth Advisor and Portfolio Manager

Education :

Bachelor of Commerce, Finance, Université de Sherbrooke, 2002
MSc Finance, Université de Sherbrooke, 2005


Professional designation :

Chartered Financial Analyst, 2006


Awards :

Named one of Canada’s Top 150 Wealth Advisors in a 2022 national survey by Shook Research

Recipient of the Investment Industry Association of Canada’s Top Under 40 award in 2019


Role in the team :

Portfolio management, asset allocation strategy.
Actively contributes to the wealth management offering and customer service.


With National Bank Financial since : 2005


Hobbies :

Spending time with family and friends, cycling, running, tennis


Citation financière préférée :

“When all the experts agree, something else is going to happen” – Bob Farell


Un conseil financier à partager :

Know how to say no, stay disciplined.

Our services

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