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Money market securities
short-term GICs, Treasury bills, etc. -
Fixed-income securities
longer-term GICs, bonds, strip coupons, preferred shares, etc. -
Equities
common shares, warrants, rights, etc. - Mutual funds
- Discretionary portfolio management products
- Derivatives (options) and Structured products
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.
Services
Several factors must be considered before selecting an investment solution or vehicle. I will help you choose the appropriate investment solution and ensure your assets are diversified according to:
- your goals,
- your priorities,
- your investment horizon,
- your risk tolerance.
Our services can be tailored to your degree of knowledge and comfort with investing. Management of your portfolio can be delegated in whole or in part or you can play an active role.
Wealth Management
We are committed to advising you in all areas of your financial wealth. Supported by a team of experts, we will provide integrated solutions for all your wealth management 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.”
Portfolio management
Portfolio management consists in investing your assets in a way that seeks to grow your financial wealth over time, or to reach specific financial objectives in order to carry out future projects. It can be done over different time horizons and must take into account your cash flow needs and the tax impact of your decisions.
Financial planning
Good financial planning includes a comprehensive and objective analysis of your financial situation as well as an action plan and recommendations that can help you enhance your wealth and achieve a certain level of financial independence.
Tax planning
Capital gains and investment income are taxed differently depending on the investment product you use. With good planning, we can ensure you choose investment vehicles that reflect your tax situation so that you can grow your wealth more efficiently. I can refer you to professionals you can trust to establish a solid tax strategy.
Estate planning
To ensure that your wishes are respected, it is preferable to have an estate plan and an up-to-date will. I can refer you to professionals you can trust to establish an effective estate strategy.
Banking solutions
At National Bank Financial – Wealth Management, we have access to the complete line of National Bank’s banking solutions. Whether you’re looking for a solution for your everyday transactions, your financing needs or any other particular need you may have, we can help.
Insurance products and annuities
It is crucial to see to your financial security and that of your family today in order to avoid financial problems in the event of death, illness or disability later on. To ensure that you have the right coverage, I will guide you to an expert who will help define your needs by assessing in your potential risks.
Complementary services
We offer a full range of services designed to complement our traditional investment solutions. We can advise you on philanthropy, business management, foreign banking, property valuations, business transfers and much more.
Retirement Planning
At NBF, we have access to specialized tools that allow us to evaluate properly your financial situation.
In addition, we can help you plan your retirement and establish your projected retirement income from your savings.
Do not hesitate to contact me to elaborate a plan for your retirement. You can also consult the website of the Autorité des marchés financiers (AMF) for quick simulation calculations of retirement:
