We are the Compagnat Reise Group at National Bank Financial – Wealth Management. Our experienced wealth advisors are committed to managing the world’s most important investments: yours!
On this site, we invite you to discover the members of our team, our approach to managing your wealth, as well as our diversified service offering and the many solutions available depending on your stage in life.
The Compagnat Reise Group offers each of their clients a personalized approach and a customized investment portfolio. They can also recommend complementary financial products and services in order to meet all of their financial needs.
If you have questions or want more information, please do not hesitate to contact us by telephone or by using the contact form.
« The promise of a professional, competent service focused on your needs »
The growth of your family estate leads to an exponentially growing number of questions regarding your finances and complex decisions are often required.
We commit to put in place optimal solutions to manage those aspects of your life, by emphasizing on protecetion of your capital. The proposed investment solutions will be tailored to your needs, hence reflecting your reality along with your risk tolerance.
It is important to advise you no matter what the financial markets conditions are. Whether the market will be in expansion, or in contraction, we will recommend an appropriate solution for you.
Trust: It is vital for our team to establish trust with you in our professional relationship. We want you to trust our skills. Therefore, we will take the time to answer any questions you may have regarding our track record.
Integrity: Our impartial and unbiased judgement will ensure that we recommend decisions in your best interest. Having integrity and being honest is absolutely necessary and, hence, one of our core values.
Compliance: We abide to the highest standards established by the Investment Industry Regulatory Organization of Canada (IIROC). It is important to respect regulatory requirements when it comes to advising you in your investments decisions.
Transparency: To clarify any of your concerns, we will give you answers and be transparent with you. We promise to be honest and professional, having your best interest at heart.
In order to meet your objectives, we want to be a professional, proactive, and a structured team. We want to deliver an impeccable service quality. We will accompany you step by step in the realization of your objectives.