- Discretionary portfolio management guided by your objectives, risk tolerance and long-term priorities
- Active oversight, disciplined rebalancing, and risk management – handled proactively without constant decisions on your part
Bertrand Dubreuil Wealth Management Team | Our services National Bank Financial - Wealth Management
What our counsel looks like
Thoughtful advice follows a disciplined process. Ours is designed to truly understand you. Your relationship with money, what you value most, the principles that guide you, and the unique ways you and your family make decisions.
Some clients seek detailed involvement and frequent engagement. Others prefer efficiency and minimal interruption. We respect both and adapt accordingly, respecting your time, pace, and communication preferences.
1. We start by understanding your world.
Before we discuss numbers, we take the time to understand the context behind them.
We look at your goals, projects, your professional and family life, and the interests and passions that shape your decisions. This perspective allows us to ground every recommendation in who you are today, and where you want to go next.
2. We analyze what’s needed, and what’s not.
With a clear picture in place, we move to a detailed assessment.
We review your balance sheet, sources of income, existing products and services, investment approach, retirement planning and estate considerations. The objective is to identify gaps, redundancies, and opportunities – so decisions are made deliberately, not reactively.
3. We design solutions around you.
There is no standard template for good advice.
We develop tailored strategies drawing on the collective expertise of our multidisciplinary team and, when appropriate, trusted external specialists. Each recommendation is designed to work cohesively, aligned with your priorities, your family structure, and your long-term objectives.
4. We act and stay accountable.
Advice only matters when it’s executed well.
We make it easy to move forward, offering access through the communication channels that suit you best. As your needs evolve, we stay engaged – adjusting strategies, monitoring progress, and coordinating closely with your notary, accountant, and tax specialists. From implementation to follow-through, we take responsibility for the outcomes.
Clarity and consistency over time
Our integrated wealth management solutions are designed for families across generations, often supporting children and young adults long before significant assets are involved, so decisions made today serve them well over time. We bring clarity to complexity and consistency to decision-making.
Our role is to think ahead, act deliberately, and manage the details so you can focus on what matters most, knowing that nothing is being overlooked.
Certain services are offered by third party specialists. *1, 2, 3
What clear, consistent advice looks like:
- Structured guidance for business transitions and intergenerational wealth transfers
- Coordination with legal and tax professionals to support continuity, clarity, and family alignment
- A comprehensive view of your financial life, integrated across goals, cash flow, and future milestones
- Planning that evolves as your career, family, and priorities change – through to retirement and beyond
- Proactive strategies designed to manage tax efficiently over time
- Ongoing coordination to align investments, income, and planning decisions
- Objective risk assessment across your personal, professional, and family life
- Coverage designed to protect what matters, clearly structured and right-sized
- Strategic guidance to align charitable giving with your values and long-term vision
- Thoughtful structuring to support impact, tax efficiency and continuity through Philantra, a public foundation created by National Bank Financial
- Access to tailored banking solutions integrated with your broader strategy
- Coordinated guidance across lending, cash flow, and investment needs
Toolbox
Our useful resources will help you effectively manage and better understand your finances.
- 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.
- 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.
- 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.
- Financing solutions are
subject to credit approval by National bank.
- For details and conditions of the offer, please contact your advisor.
