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.