Our Services

Get answers to all your financial questions from
our dedicated team of specialists.

Solutions designed to meet your needs.

Wealth management isn’t just about your money, where it goes and how it grows – it’s also about your time and energy, your entire lifestyle picture, your goals and dreams, your family and your enjoyment.

 

That is a lot to rest on your shoulders.

But your aren't in this alone.

We are here to help.

 

Our team of wealth specialists will work with you to create a wealth picture you can see – from investments and estate planning to insurance and benefits. 

In today’s times, where uncertainty reigns, working with a trustworthy, professional wealth management team helps takes away some of the uncertainty.

You, and your future, are too precious to leave in the hands of fate.

$1.4 Billion Investments

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 behind that number are hundreds of clients whose wealth picture rests in our hands.

*Source: nbfwm.ca

Our services: wealth management, portfolio management and more

Our team believes being patient, asking the right questions, getting the best insight and input, and acquiring high-quality investments are the keys to long-term financial success.

Our approach is aligned with National Bank Financial - Wealth Management's commitment to meeting all of our clients' needs. 

We work as a team with our experts in related fields to help you realize the goals that are important to you.

Portfolio Management

Why choose portfolio management?

  • Have a qualified professional manage your investment portfolio.
  • Strike a balance between risk and reward.
  • Enjoy a flexible solution that stays true to your goals.

 

Your main benefits

  • Have a clear plan to achieve your goals.
  • Be able to react to the unexpected.
  • Achieve the maximum benefits of diversification.

Financial Planning

What is a financial plan?

  • A roadmap that shows you where you are starting from, where you want to go, and how to get there.
  • The plan reflects your personal and family situation, your risk tolerance and future expectations, and includes effective tax strategies.

Your main benefits

  • Your finances will be in good hands.
  • You will enjoy greater peace of mind.
  • You will be able to prioritize your projects and make informed decisions.

Tax Planning

What is tax planning?

  • It is the development of financial strategies to reduce the impact of taxes on your investments.
  • Proposing customized recommendations based on an analysis of your situation and your portfolio.
  • It's about doing more with the same money by optimizing your portfolio.

Your main benefits

  • More money to invest or spend.
  • More freedom to achieve your goals.
  • Make tax-efficient investments.

Estate Planning

Why it is important to have an estate plan

  • Document how you want your assets to be distributed after your death.
  • Prevent any misunderstandings among your heirs.
  • Plan for any situation.

Your main benefits

  • You will be protected in case of incapacity.
  • Your assets will be transferred without conflict.
  • Your wishes will be respected.
  • You will minimize the tax burden on your estate.

Banking Solutions

You can take care of all your banking in one place:

  • Everyday transactions
  • Financing
  • Specific needs

Insurance and Annuity

What is the purpose of insurance and annuities?

  • These solutions will ensure your family's financial future should anything happen to you.
  • They serve as a cushion to protect you from the unexpected.
  • They will help keep your family's plans on track.

Your main benefits

  • Enjoy a safety net, even if you are not working.
  • Transfer your assets and protect your legacy.
  • Have peace of mind so you can be at ease.

Philanthropy

Want to give back to the community?

We can help you draw up a plan for philanthropic giving.

  • Set up a foundation
  • Make donations

Your main benefits

  • Leave a legacy

  1. Financial Planners are authorized to act in the field of Financial Planning. They exercise their duties for National Bank Financial Inc., a financial planning firm.

  2. We work closely with the Taxation, Retirement and Estate Planning Team from National Bank Trust, made up of multidisciplinary experts who provide knowledge and advice that complement our service offering. These experts assist us in providing the best solutions for your personal finances related to taxation, retirement and estate planning.

  3. Insurance products and services are provided by National Bank Insurance Firm (NBIF) or by NBF Financial Services (NBFFS), as applicable. NBIF and NBFFS are not members of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

Contact us

Our team members are here for you. Contact us directly at