- Financial Planners are authorized to act in the field of
Financial Planning. They exercise their duties for National Bank
Financial Inc., a financial planning firm.
- We
work closely with the Taxation, Retirement and Estate Planning Team
from National Bank Trust, made up of multidisciplinary experts who
provide knowledge and advice that complement our service offering.
These experts assist us in providing the best solutions for your
personal finances related to taxation, retirement and estate
planning.
- Insurance products and services are
provided by National Bank Insurance Firm (NBIF) or by NBF Financial
Services (NBFFS), as applicable. NBIF and NBFFS are not members of
Canadian Investor Protection Fund (CIPF). Insurance products are not
protected by CIPF.
- Financing solutions are
subject to credit approval by National bank.
- For details and conditions of the offer, please contact your advisor.
One Team. One Vision. Three Generations.
For over 40 years, Groupe Conseil Corbeil Boudreau Desharnais has been supporting families in managing their wealth. Born from the merger of two renowned teams, our firm combines expertise, rigor, and closeness to deliver personalized and lasting service.
Our strength: an intergenerational team committed to standing by your side—today and tomorrow.
“As for the future, it is not about
predicting it, but about making it possible.”
- Antoine de Saint-Exupéry
Together toward your goals
Our mission is to ensure your financial success by working closely with you to support all your investment projects.
Following a thorough analysis of your personal journey, we will present a customized financial plan carefully crafted by our team of experts to best meet your needs. Our financial planning strategies empower clients to achieve their short-, medium-, and long-term goals.
- Portfolio management
- Financial planning¹
- Wealth protection²
- Estate planning²
- Tax optimization²
- Insurance³
- Banking solutions⁴
- Notary services, by referral
Some services are offered by third parties.
Our proven process
1. Getting to know and understand you
2. Recommendations and structuring
3. Implementation and management
4. Adjustment and optimization
Throughout this process, you can always rely on:
- Our commitment to you and your goals,
- Our integrity and professionalism
- Complete transparency
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