Our services

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

Our Offerings

  • Financial Planning
  • Estate Planning
  • Insurance and Annuity
  • Tax Planning
  • Banking Solutions
  • Portfolio Management
  • Complementary Services

Our Network

  • Financial Planner
  • Estate Planner
  • Insurance Specialist
  • Personal/ Business Lawyer
  • Banker
  • Real Estate Specialist
  • Accountant
  • Appraiser
  • Actuary
  • Notary
  • Charitable Giving Specialist

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

This program allows you to give your portfolio manager a mandate in line with your investor profile, restrictions, constraints and investment objectives, they will then handle all of the necessary decisions involved in the day-to-day management of your portfolio on your behalf.

By working with a portfolio manager, you benefit from the services of a professional who is mandated to make the best decisions for you without requiring your prior approval on every transaction.

This is a discretionary money management service, for additional information please read - "working with a PM".

What are other benefits of this approach?

  • Our Success is Your Success – by having pre-determined fees puts you and your Portfolio Manager on the same side of the table, focusing on the same objective: growing your wealth.


  • Tax Deductible - all or part of your  myWEALTH fees may be deductible for income tax purposes, please consult your tax specialist for more information

What is a Portfolio Manager ("PM")?

A portfolio manager is an investment professional certified by securities regulators who has discretionary management authority.

To be a portfolio manager, a wealth advisor must meet strict criteria in terms of education and overall investment experience.

How do you work with a PM?

With this approach, the portfolio manager prepares an investment policy statement and constructs a portfolio based on an in-depth examination of the client's financial situation and investment needs. The Portfolio Manager will regularly monitor your account ensuring that asset allocation and performance objectives are in line with the original investment policy statement.

Discretionary Portfolios provide portfolio managers with the latitude they need to manage all your investments. You entrust your savings to a portfolio manager who will make all the necessary decisions involved in the day-to-day management of your portfolio in keeping with your investor profile, restrictions, constraints and investment objectives.


What are the benefits of doing business with a Portfolio Manager?

1.  Personalized management and communication.

2.  A rigorous process of accreditation.

3.  The flexibility to quickly adjust your portfolio to market changes.

4.  Fees tailored to your portfolio.

Contact us

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