Our Services

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

Investment Philosophy

The heart of our investment philosophy can be summed up in one word - Diversification.  Investing is like many other things in life - it's preferable to focus on what you can control than on what you can't.  Investment returns are dictated by financial markets which are largely unpredictable over the short term, but investment risk is something which one can control - and the way to do so is with diversification.

We first start by ensuring proper diversification between the major asset classes - the weighting of which will be determined by your risk profile and investment objectives.  Within each asset class, we ensure that there are enough securities to reduce the individual risk associated with anyone.   For equities, we try to ensure representation from each of the major economic sectors, picking the best opportunities from around the world.  On the fixed income side, we diversify from triple A credit government bonds, to investment grade corporate bonds, global bonds, and high yield bonds to add more yield.  For taxable accounts we include preferred shares in our fixed income holdings for tax efficiency.  Finally, when appropriate, we will include a small portion of alternative investments to benefit from the negative correlation that this asset class gives.

What To Expect From Us:

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  • In-depth consultation
  • Financial analysis
  • Goal setting
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  • Strategy and development
  • Risk management
  • Tax efficiency
  • Asset allocation
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  • Investment selection
  • Portfolio construction
  • Legal and administration
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  • Regular reviewing
  • Market monitoring
  • Rebalancing
  • Communication 

  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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