AeroLeads people directory · profile

Steve Goulet, Cfa Email & Phone Number

Wealth Advisor & Portfolio Manager - National Bank Financialsteve.goulet@bnc.ca(514) 871-4356 at Financière Banque Nationale

Location: Canada 1 work role 2 schools

1 work email found @fbn.ca LinkedIn matched

✓ Verified Jul 2026 4 data sources Profile completeness 100%

Current company

Financière Banque Nationale

Role

Wealth Advisor & Portfolio Manager - National Bank Financialsteve.goulet@bnc.ca(514) 871-4356

Location

Canada

Company size

2318 employees

Who is Steve Goulet, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Steve Goulet, Cfa is listed as Wealth Advisor & Portfolio Manager - National Bank Financialsteve.goulet@bnc.ca(514) 871-4356 at Financière Banque Nationale, a with 2318 employees, based in Canada. AeroLeads shows a work email signal at fbn.ca and a matched LinkedIn profile for Steve Goulet, Cfa.

Steve Goulet, Cfa previously worked as Wealth Advisor & Portfolio Manager at Financière Banque Nationale. Steve Goulet, Cfa holds Chartered Financial Analyst (Cfa), Investment Analysis And Portfolio Management from Cfa Institute.

Company email context

Email format at Financière Banque Nationale

This section adds company-level context without repeating Steve Goulet, Cfa's masked contact details.

*@fbn.ca

68% confidence

AeroLeads found 1 current-domain work email signal for Steve Goulet, Cfa. Compare company email patterns before reaching out.

View email format View company profile Management contacts

Profile bio

About Steve Goulet, Cfa

Our mission is to manage our clients' wealth with full independence and transparency.Our team helps our clients to plan and manage their financial affairs from big picture issues to everyday investment management. Financial success begins with a proper plan and hinges on disciplined processes.Whether you are an astute investor or new to investing, we can help you stay on top of things in an ever-changing financial world./*********/Les opinions, les endossements et les recommandations exprimés dans mon profil ne reflètent pas nécessairement ceux de la Financière Banque Nationale Inc. (FBN). Ce site et les communications électroniques sont surveillés par la FBN à des fins de conformité.

Listed skills include Investments, Portfolio Management, Wealth Management, Retirement Planning, and 22 others.

Current workplace

Steve Goulet, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Financière Banque Nationale

Wealth Advisor & Portfolio Manager - National Bank Financialsteve.goulet@bnc.ca(514) 871-4356

montréal, quebec, canada

Website

fbngp.ca

Employees

2318

AeroLeads page

Company profile

View company profile Email format

1 role

Steve Goulet, Cfa work experience

A career timeline built from the work history available for this profile.

Wealth Advisor & Portfolio Manager

Financière Banque Nationale

Apr 2008 - Present - Canada

Full service wealth management ranging from complete retirement planning, tax optimization and estate planning to education and project financing. Our comprehensive appoach includes investment selection of the best stocks and bonds or investment funds to ensure all your good plans are well supported for you to stay on track.

Team & coworkers

Colleagues at Financière Banque Nationale

Other employees you can reach at fbngp.ca. View company contacts for 2318 employees →

JM

Jarrett Mckay, Wealth Advisor (Bmgmt) (Bsc) Colleague at Financière Banque NationaleHalifax, Nova Scotia, Canada View → CF

Colin Fraser Colleague at Financière Banque NationaleSaskatoon, Saskatchewan, Canada View → FM

Florence Muyunda Colleague at Financière Banque NationaleCanada View → BB

Bradley Boulton Colleague at Financière Banque NationaleLorraine, Quebec, Canada View → JB

Jean-Philippe Bélair, Cfa Colleague at Financière Banque NationaleJoliette, Quebec, Canada View → AL

Alison Law, Cfa, Cpa, Cma Colleague at Financière Banque NationaleCanada View → NS

Nalinie Samaroo Colleague at Financière Banque NationaleToronto, Ontario, Canada View → GP

Guillaume Painchaud, M. Sc, Cfa, Pl. Fin Colleague at Financière Banque NationaleCandiac, Quebec, Canada View → PS

Philip Sofianos Colleague at Financière Banque NationaleRichmond Hill, Ontario, Canada View → MB

Manpreet B. Colleague at Financière Banque NationaleGreater Toronto Area, Canada View →

2 education records

Steve Goulet, Cfa education

Chartered Financial Analyst (Cfa), Investment Analysis And Portfolio Management

Cfa Institute

Bachelor Of Commerce, Finance And Real Estate

Mcgill University

Activities and Societies: Jeux du Commerce organiser for McGill University Stock market challenge team leader; 1st place

FAQ

Frequently asked questions about Steve Goulet, Cfa

Quick answers generated from the profile data available on this page.

What company does Steve Goulet, Cfa work for?

Steve Goulet, Cfa works for Financière Banque Nationale.

What is Steve Goulet, Cfa's role at Financière Banque Nationale?

Steve Goulet, Cfa is listed as Wealth Advisor & Portfolio Manager - National Bank Financialsteve.goulet@bnc.ca(514) 871-4356 at Financière Banque Nationale.

What is Steve Goulet, Cfa's email address?

AeroLeads has found 1 work email signal at @fbn.ca for Steve Goulet, Cfa at Financière Banque Nationale.

Where is Steve Goulet, Cfa based?

Steve Goulet, Cfa is based in Canada while working with Financière Banque Nationale.

What companies has Steve Goulet, Cfa worked for?

Steve Goulet, Cfa has worked for Financière Banque Nationale.

Who are Steve Goulet, Cfa's colleagues at Financière Banque Nationale?

Steve Goulet, Cfa's colleagues at Financière Banque Nationale include Jarrett Mckay, Wealth Advisor (Bmgmt) (Bsc), Colin Fraser, Florence Muyunda, Bradley Boulton, and Jean-Philippe Bélair, Cfa.

How can I contact Steve Goulet, Cfa?

You can use AeroLeads to view verified contact signals for Steve Goulet, Cfa at Financière Banque Nationale, including work email, phone, and LinkedIn data when available.

What schools did Steve Goulet, Cfa attend?

Steve Goulet, Cfa holds Chartered Financial Analyst (Cfa), Investment Analysis And Portfolio Management from Cfa Institute.

What skills is Steve Goulet, Cfa known for?

Steve Goulet, Cfa is listed with skills including Investments, Portfolio Management, Wealth Management, Retirement Planning, Finance, Risk Management, Financial Markets, and Asset Allocation.

Security Check