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Leaders’ profiles

Strategists in tune with the changing needs of investors

Our leadership team drives NBI's innovative strategies and research-driven expertise. With a passion for excellent customer service, they are committed to helping investors meet their financial goals.

Management members

Picture of Éric-Olivier Savoie, President and CEO of National Bank Investments (NBI) and Senior Vice-President of the Investments Solutions sector.


Éric-Olivier Savoie

President and Chief Executive Officer

Éric-Olivier Savoie is President and CEO of National Bank Investments (NBI) and Senior Vice-President of the Investments Solutions sector. In this role, he is responsible for NBI's vision, strategy and asset management activities in an open architecture context.

With more than 15 years at National Bank, his distinctive career in fields as varied as full-service brokerage, managed solutions engineering, money market, institutional brokerage, prime brokerage and private wealth management enabled him to develop in-depth knowledge of the Wealth Management and Financial Markets sectors.

With a bachelor degree in Business Administration - Finance from UQAM's School of Management, Éric-Olivier was named one of the 2016 Top 25 in the Quebec financial industry in the "Under 40" category by Finance Investissement.

Picture of Marie Brault, Vice-President, Legal Services.


Marie Brault

Vice-President, Legal Services

Marie is Vice-President, Legal Services at National Bank Investments (NBI). She is the lead legal advisor of NBI on the formation, distribution and management of public and private mutual funds, exchange-traded funds, managed solutions as well as fund reoorganization.

Prior to joining NBI, Marie practiced business law with two national law firms. Specialized in securities and wealth management, she is a member of the Autorité des marchés financiers' Advisory Committee on Investment Products, of the Autorité des marchés financiers is Vice-President of the Conseil des fonds d'investissement du Québec and is involved with the Investment Funds Institute of Canada and the Conseil des fonds d'investissement du Québec. Marie is the co-authored the investment funds chapter of LexisNexis Canada's JurisClasseur Québec legal encyclopedia of the chapter on investment funds in the JurisClasseur Québec legal encyclopedia of LexisNexis Canada.

A member of the Quebec Bar since 1999, Marie is a graduate of the Université de Sherbrooke's Faculty of Law and holds a Master of Business Law degree from the Université de Montréal.

Balados

Analysis of responsible investment regulations | National Bank Investments (nbinvestments.ca)

Picture of Terry Dimock, Head Portfolio Manager.


Terry Dimock

Head Portfolio Manager National

Terry Dimock is the Head Portfolio Manager at National Bank Investments (NBI). In this role, he is responsible for the effective oversight of asset allocation and portfolio manager selection for NBI’s mutual funds, exchange-traded funds and managed solutions.
 

With more than 20 years of experience in the investment industry, Terry has worked at the Caisse de dépôt et placement du Québec as Portfolio Manager and Head of Investments for Technology, Health and Consumption prior to joining NBI. He started his career as a portfolio manager at Standard Life.

Terry holds a Bachelor's degree in Commerce and an MBA from McGill University. He has been a CFA charterholder since 1998.

Balados

Emerging markets: trends, opportunities & ESG | National Bank Investments (nbinvestments.ca)

Real assets: telecom infrastructure & 5G | National Bank Investments (nbinvestments.ca)

What are real assets? | National Bank Investments (nbinvestments.ca)

Picture of Martin Lefebvre, Chief Investment Officer and Strategist.


Martin Lefebvre

Chief Investment Officer and Strategist

Martin is the Chief Investment Officer of National Bank Investments responsible for the development investment soclutions and the management of tactical asset allocation mandates. With over 20 years of experience in financial markets, Martin also managed the portfolio management team at Private Banking 1859.

Picture of Joe Nakhle, Senior Vice-President & Chief Operating Officer.


Joe Nakhle

Senior Vice-President & Chief Operating Officer

As Senior Vice-President and Chief Operating Officer for National Bank Investments, Joe is responsible for product management, risk management, business intelligence and business strategy as well as portfolio sub-advisory relations.

Prior to joining National Bank, Joe spent six years at a global management consultancy in Canada, Europe and the Middle East, where he accompanied corporations and financial institutions on strategic and transformational initiatives.

Joe holds a Bachelor’s degree in Commerce from Concordia University, as well as an MBA from INSEAD, France. He is also a CFA and FRM charterholder.