Our services

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

Solutions designed to meet your needs

Our expertise is second to none. We will give you peace of mind with our comprehensive financial planning platform, personalized solutions and exceptional service.

Simplifying your life

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 purpose

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. 

Our approach

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. 

Our Process

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.

Our Services

  • Discretionary Portfolio Management 
  • Investment Portfolio Management
  • Retirement Planning
  • Estate Planning
  • Cash Flow Management
  • Risk Management
  • Insurance *offered through National Bank Financial Financial Services*

*Products offered through NBFFS are not covered under CIPF.

  • Stocks
  • Preferred Shares
  • Income Trusts
  • Bonds, Debentures, GICs
  • Exchange Traded Funds
  • Options
  • NBF Private Portfolios
  • Managed Portfolios
  • Mutual Funds
  • Flow-Through Investments
  • New Issues

  • Tax Free Savings Accounts
  • Cash, Margin Accounts
  • RRSPs, RRIFs
  • Registered Education Savings Plan (RESP)
  • Fee-Based Accounts
  • Asset Protection and Insurance