Our services

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

Solutions designed to meet your needs

There's more to building wealth than investing money. You also need to establish a thorough and realistic plan to carry out your projects through the years. Experience has taught us that the best way to achieve your objectives - whether short or long term - is to use an integrated management approach that is suited to both your needs and your professional, personal and financial situation. By doing so, you derive a lot more flexibility to turn your dreams into reality.

Simplifying your life

The key to your financial success is, in our opinion, your investment advisor. Choosing an advisor who listens to you and can find ways for you to achieve your personal and financial goals is however, not that easy. Luckily, with a National Bank Financial Wealth Management Advisor, you gain access to a comprehensive management approach that is rooted in more than a century of know-how. It binds together the strength and security of a large institution with the independent advice of a specialized brokerage firm.

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. 

DIMENSIONAL (DFA)

Financial Science at Work

We take your investments into a different dimension. Our primary objective is to help you achieve your financial goals. We work with you in a collaborative fashion, to understand your needs and your risk tolerance, and remove all the guesswork so that you feel comfortable along the way. Then, you can focus on what you do best without worrying about your investments. We do this by thoughtful diversification and implementing the academic research-based premise that portfolios titled toward small cap, low relative price (i.e. value) and more profitable stocks have higher expected returns over a long period of time than traditional index-based funds.

Why Dimensional?

Simply put… because our approach is different. It’s scientific. It’s based on research. And, it’s proven. Dimensional works with a select group of financial advisors globally. We have worked through a comprehensive due-diligence process and continue to participate in rigorous ongoing education in capital markets, portfolio management, and trading in order to stay abreast of how the latest advances area pplied to Dimensional’s investment strategies.

“We consider a dimension to be a factor that explains differences in returns, is persistent and pervasive, can be cost-effectively captured in diversified portfolios, and is consistent with an equilibrium view of investing.”

 

Contrast with Conventional Management

Dimensional’s investment philosophy is centered on an equilibrium, or “efficient market”, view of public markets. In this view, the best way to add value over conventional benchmarks is to structure portfolios along the dimensions of expected returns. For equity portfolios, expected returns are increased by giving greater weight to smallcap, low relative price (value), and more profitable firms. Dimensional tries to beat the market without “forecasting” in the usual sense.

We don’t have to tell youthat your portfolio is important to you. And it’s important to us too. If you have an appetite for increasing expected returns while lowering the cost of investing, contact us today for a consultation on how the Dimensional approach can work for you.

For more information on Dimensional, call Albert Brandstatter at (905) 272-3501

Contact us

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

 

Phone picto

(905) 272-3501

Email picto

albert.brandstatter@nbc.ca