- 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.
Why choose us?
Clients entrust us with the critical task of delivering the insightful advice and robust solutions required to achieve their financial goals. Leveraging our extensive experience working with individuals, families, and business owners, we provide personalized investment counsel and wealth management plans formulated to ensure positive outcomes. Whether you are in the phase of building your financial resources, drawing upon them for income, or considering the stewardship and legacy of your wealth management portfolio, we are equipped to provide comprehensive support.
The Cornerstone experience
Whether you are a new client, or one that has worked with our team of advisors for years, we want each experience to leave you feeling confident about trusting us with your long-term wealth management needs.
Through regular contact, update discussions and review meetings, you'll be kept up-to-date on the progress of achieving your goals and how to deal with obstacles that may occur along the way.
The whole is greater than the sum of its parts
Our investment philosophy focuses on proven, long-term, diversified portfolios – like a forest needing upkeep. We constantly monitor and rebalance to align with your goals and risk comfort for sustained positive results.
Fees do not tell the whole story
Fees are important, very important. We all want to ensure
we're receiving value for what we pay. Our fees and costs are always
transparent and reported to you at the time of a transaction and
summarized annually.
We're constantly working on enhancing and improving our service to clients to ensure the fees you pay are justified and reasonable.
Have a plan and follow it
An investment and wealth management plan provides a clear roadmap to achieving your goals. We offer guidance as plans evolve. Avoid emotional reactions to market changes. Stay focused and confident with an updated plan.
Have questions? Contact us
Let's talk about your financial dreams. We're eager to answer your questions and partner with you to build the future you envision.
Ranked #1, 2 years in a row
For Advised Investor Satisfaction according to the J.D. Power 2025 Canada Investor Satisfaction Study.
