Since 1902, we have been building lasting relationships with Canadian families. On average, our wealth advisors have a 20+ year tenure with NBFWM. We offer our wealth advisors the best of both worlds – NBFWM is banked owned but offers an exclusive and unique entrepreneurial culture that wealth advisor clients benefit from, to achieve their life goals.
NBFWM’s mission is to protect client’s wealth from generation to generation. Our network includes 850+ wealth advisors at some 100 points of service from Victoria to Halifax
in assets under management
Market share in Quebec
Market share in Canada
National Bank Financial - Wealth Management complies with the securities industry regulations in Canada. This section allows you to read about our processes and many policies that regulate different situations that may arise and affect the services we provide to you.