We are passionate about our client's success.
We value most the strong relationships we have built with each of our clients.
Those relationships are built on our core principles of trust, clarity and heart.
Trust: Our team works hard to ensure that clients know that we are always available to support them to achieve their wealth management goals. It is about client first - always.
Clarity: Our team strives to ensure that clients know exactly what we are doing, how we are doing it, what we are aiming to achieve with them, and we have an open understanding of what clients need for their success.
Heart: Our team is a group of passionate, client-focused, community-minded, solution-oriented professionals.
That is who we are. That is how we show up every day. That is what makes us really good at what we do.
We are proud to be recognized for our exceptional service with more than 15 hounours and distinctions in recent years:
2020: Nominee, IIAC Top Under 40 - Jim Watt
2019 and 2020: Regional Social Committment Award
2016 and 2018: Regional Team of the Year
2017: National Rookie of the Year - Jim Watt
2014 and 2017: Regional Investment Advisor of the Year - Angus Watt
Our clients work hard for their money and they trust us with those dollars. While one billion is a lot of money, we manage each of those dollars like it is our first dollar invested.
And, while one billion is a number, we know that behind that number are hundreds of clients whose wealth picture rests in our hands.
We take that responsibility seriously.
We put our time and talent where our values point. Prosperity for all means we spend time working in and with community to find out what prosperity and success means, we show up and bring our skills to the table to help. Our team strongly believes that wealth in our community is not just dollars in the bank, but a healthy community is a treasure in itself.
Our community believes in us, and we believe in our community.
Why should women be more involved in their personal finances?
22 October 2020 by Angela D’Angelo, Vice-President, National Bank Financial
73% of women report being dissatisfied with the financial services industry. If we are dissatisfied, we must speak up – our family’s well-being is at stake. Remember: women wield significant financial power, which means we can and will be heard but only by speaking up and demanding more.
4 Ways to Future Proof Your Company
Forbes Interview with National Bank of Canada CEO, Louis Vachon
"Louis Vachon, CEO of the National Bank of Canada, is a prime example of a leader who is always willing to adapt to the times. I had the chance to spend an hour with Mr. Vachon at the headquarters in downtown Montreal, where he took me on a tour of their Board of Directors meeting room, which can be attended virtually or in-person with social distancing measures in place. The antithesis of the stubborn boss, he prioritizes a flexible mindset to respond to the needs of his employees as well as to the global forces shaping the world in 2021, including technology, demographics, climate change, and geopolitics."
We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind.
Our clients greatly appreciate our dedicated advice and support.
You can always count on: