Our services

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

Service Philosophy

The relationships we build are based on the highest standards of ethical behavior, trust, competence, and respect.  Our goal is to build long lasting honest relationships through personalized service and open communication. 

Together we offer over 50 years of investment and financial experience.  We believe working as a team is important because it helps us deliver the guidance support, and service our clients deserve. 

True Value: What sets us apart

We listen to your needs and develop solutions that work for you.  We strive to better understand your unique goals so we can work together to achieve your financial aspirations.  We dedicate time and work closely with you to develop a diversified investment plan to meet your return expectations.  We explain important information in simple terms that you can understand so you can feel comfortable.  We care about our clients and want to help you succeed. 

We offer a dedicated team of investment professionals supported by an industry leading firm who can provide a complete offering of financial solutions to meet your needs. 

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. 

Service Offer

  • Investment management
  • Financial planning
  • Research
  • Business succession
  • Retirement planning
  • Risk management
  • Tax planning
  • Insurance
  • Education
  • Interest rate discussion
  • Estate planning
  • Pension & benefit consulting
  • Second opinion service
  • Foreign currency transactions


Getting Started

Let's start with a conversation. 

Contact us

Our team members are there for you. Contact us directly at