Our expertise is second to none. We will give you peace of mind with our comprehensive financial planning platform, personalized solutions and exceptional service.
Our specialty: Making it easier for you to manage your finances, no matter what your needs, goals or situation are.
Our wide range of services allows us to tailor our recommendations to each profile and work together to find the best solution for you.
Our team believes being patient 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.
Whether you are a client or a prospect, and whatever your financial management needs, we are here to offer you personalized support.
Our team is dedicated to contributing to your financial success. We'll find solutions to help you achieve your goals.
We work with you and guide you through a consistent framework to design your customized plan:
1) Personal Assessment
A personal consultation to identify your financial needs and
wealth profile. During this initial meeting we will discuss your
current situation and your goals. We take the time to ask questions
and listen to what is most important to you.
2) Develop your Customized Strategy
We will analyze this information to determine and recommend
your asset allocation and the appropriate investment portfolio to help
you achieve your goals. At this meeting we will let you know what you
could be doing bettter and show you strategies that we can put to work
for you . The range of Wealth Management strategies at National Bank
Financial give you choice and flexibility in how your investments are managed.
3) Implementation and Review
We will put your personalized Wealth Plan into action and
evaluate it regulary. By measuring and monitoring the day-to-day
performance of your portfolios we help keep you on track. We will also
evaluate your investment strategy to determine when there are
alternate solutions available that might enhance your portfolio's performance.
*Products offered through NBFFS are not covered under CIPF.
