Business Owners and Executives

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We have unique and in-depth experience to support you with your financial challenges.

Graph showing the alternative assets' investment type based on three categories of revenue.

High net worth individuals invest an average of 22% to 46% of their assets in alternative assets. This trend has only been accelerating among the biggest investors for several years.

Their opportunities search are less and less accessible in the traditional market (Stocks and Bonds), and it would be the basis of this movement.

Their goals?

Improve performance

Diversify risk

Generate even more revenue

« High net worth individuals invest an average of 22% to 46% of their assets in alternative assets. »

Is your investment strategy being optimized?

« Since 2014, Jean Philippe and his team have demonstrated a beautiful proactivity with members of my family as well as close acquaintances. His communications are frequent and his recommendations are transparent and sound. At a time when interest rates are historically low, he provides us with alternative solutions that allow us to respect our investment profile while ensuring an adequate return. »

- R.C

« I recently retired and Jean Philippe and his team were very proactive in helping me with my financial planning. His judicious advice also allowed me to optimize my tax planning by reducing my tax liability while respecting tax laws. Finally, his regular communications and diversified portfolio management confirm that my assets are in good hands. »

- L. Cardinal

« Jean Philippe remains very present in the follow-up of our business. His proactivity towards us has always been demonstrated and we trust him to lead us in the right direction. His guidance in financial planning has given us a long-term perspective on the evolution of our finances and helped reduce our stress level. The upcoming retirement seems to be well taken care of by him and his team. Finally, his transparent approach to advice gives us the confidence that our interests are being well served. »

- Gauthier et L. Marsolais

These services are offered by third party specialists.1, 2, 3

Our portfolio management is based on three objectives:

-Continuous risk management

-A 1st quartile return for our portfolios

-High ESG scores

We manage our portfolio models based on the best practices of portfolio management in the world; that of large institutional investors. By integrating a diversity of alternative assets into the construction of our portfolios, we ensure a reduction in the inevitable risks of the financial markets while remaining focused on high and sustained performance. Our process of finding the best investment ideas is continuous and rigorous. The result is the selection of fund managers with some of the highest performance in the industry. Finally, we are aware that responsible investment is synonymous with well-managed companies whose long-term vision is oriented towards sustainable development. As a result, we are paying increasing attention to ESG principles in our selected funds.

The sum of these elements results in successful portfolios, focused on the future while having a lower risk coefficient.

Like most Canadians, you realize the importance of structuring your plan. You know you need a clear picture of your financial situation, but where do you start?

We can provide you with these answers and help you build a personalized plan. We understand that you want to enjoy the moment, while ensuring that you achieve your financial goals. Our proactive approach will let you know where you stand.

Planning the distribution of your wealth is essential so that your assets are transferred effectively to your beneficiaries and according to your wishes.

We can help you establish a comprehensive estate plan to preserve your wealth for future generations. We work closely with estate planning professionals. They will assist you in developing an estate plan adapted to your needs and wishes, including your protection in anticipation of a possible incapacity and your end-of-life guidelines.

Taxes are a must in the management of your wealth.

In harmony with your accountant/tax specialist, we are able to assist you in the optimization of your tax situation. While some of our investment solutions are dedicated to generating a superior after-tax return, our proactive interactions will make it possible to manage as adequately as possible the use of the registered plans at your disposal (TFSA, RRSPs, spousal RRSPs, etc.).

Finally, our financial planning process will also be able to identify the paths at your disposal to free up the maximum amount of money for your heirs.

The causes that are important to you are possibly numerous. How can we ensure that we optimize our impact on society in line with our own values?

The Philantra Foundation will allow you to orchestrate, in a turnkey service, your philanthropic process.

Let us accompany you in this process.

We have a wealth management banking offer  adapted to our clients. The latter gives, among other things, access to advantageous financing solutions.

The strategic use of financing solutions can play an important role in the realization of your projects. It is a useful alternative to increase your income, preserve your wealth or optimize your cash flow.

Whatever your projects or ambitions, our team of bankers will discuss your needs in order to offer you optimal credit solutions.

Insurance is much more than just protection against an accident with your vehicle or against an unforeseen event at your home. Insurance plays a valuable role in protecting, growing and transferring your wealth.

With our team of insurance specialists, we are able to help you build a legacy by offering efficient tax strategies in line with your goals and overall planning. Contact us now to make an appointment with our team.

  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

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