National Bank Financial Group is the top-ranked bank in North America in terms of financial strength, according to Bloomberg’s list of The World’s Strongest Banks, May 2011.
Welcome
Understanding your unique goals and needs is at the heart of how we’ll work with you. It allows us to develop and implement investment and retirement planning strategies based on your current situation and your needs for the future. We ensure that the advice we provide and the services we offer complement and align with each other to help you achieve your goals.
The whole process is done with honesty, integrity and expertise that only comes from experience. It is our mission to offer you incomparable customer service.
As your financial needs evolve over time, you need different solutions depending on your stage in life. This is especially important when you want to build the financial wealth needed to carry out the projects that matter most to you. I understand this and can help you.
My colleagues and I are committed to managing the world's most important investments: yours!
On this site, you can learn about our approach to managing your wealth, as well as my diversified service offering and the many solutions available depending on your stage in life.
As a member of the National Bank Financial - Wealth Management team, I can draw on more than a century of know-how and the resources of one of Canada's largest financial groups. I have both the expertise and the resources to help you build and manage the assets you need to reach your goals.
I offer each of my clients a personalized approach and a customized investment portfolio. I 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 me by telephone or by using the contact form.
Our approach
Success in life can quickly lead to complexity. More choices, more decisions, more details.
The more you own, the more you achieve, the more complex life can become. Rather than enjoying their accomplishments, many people start feeling owned by it all.
We can help simplify things. Through a single and direct relationship with your advisor, we provide you with access to a whole world of integrated wealth management services and solutions, customized to the lifetime goals and requirements of your lifestyle, your family and your business.
We believe it is important to begin with your goals. Whether you are seeking to create, build or protect your wealth, our approach is to identify your gaps, risks and opportunities.
Our team can guide you through the ideas and services that are right for you. With an extensive range of services, we address wealth accumulation, wealth management and preservation, credit solutions, risk management and estate planning.
Together with our in-house team of experts and specialized partners, our approach is to analyze your portfolio, coordinate your existing holdings and design a customized strategy in alignment with your goals. That helps us to identify the right solutions for you at the right time.
We will work directly with your own personal team of advisors to ensure a fully integrated financial plan.
Our team can provide the ongoing management, monitoring and updates to keep you comfortable, confident and liberated.
Award-winning business
External organizations regularly pay tribute to the achievements of National Bank and its subsidiaries and the competency of its employees.
These accomplishments reflect the trust of Financial Group’s
customers and the engagement of its employees, and come in the wake of
several distinctions awarded, including:
- 50 Best Employers in Canada for 2012 and 2011 (Hewitt Associates)
- Canada’s Top 100 Employers (Mediacorp Canada)
- 10 most admired corporate cultures in Canada for Quebec and Atlantic Canada (Waterstone Human Capital)
- Best Employers in the Greater Toronto Area 2011 (Hewitt Associates)
- Montreal’s top employers for 2011.
Lipper Awards were received in the following categories:
- Best Mixed Assets Fund Group (3-year period);
- Canadian Focused Small/Mid Cap Equity (5-year period) for the National Bank Small Cap Fund;
- Global Equity Balanced (5-year period) for the National Bank Growth Managed Portfolio.
National Bank recognized for its retirement education and awareness
program.
Our process
Our investment process begins with understanding you - your situation, your needs, your goals. With careful investment planning and customized portfolio design, we offer you the flexibility to select from diverse core and complementary investment strategies.
Your wealth advisor will work with you through four distinct phases.
Discovery
We develop a full understanding of where you
are at today and draw a map of where you’d like to be in the future.
Analysis
Our team weighs your interests and objectives
against various investment strategies to help you find the right fit
for your portfolio.
Educate & Implement
We meet with you to go through
our recommendations and ensure you are comfortable with the approach,
the strategy and decisions.
Monitor & Review
Your investment advisor will monitor
and review your portfolio against the agreed upon objectives. We
customize the level of detail and frequency of reporting to suit your preferences.
Safety and stability
At National Bank Financial, clients have the assurance of safe and sound asset protection.
Canadian Investor Protection Fund (CIPF)
National Bank Financial Inc. and Ltd are members of the Canadian Investor Protection Fund. CIPF is an organization that provides clients of member institutions with limited asset protection in the case of a member firm’s insolvency. A limit has been placed by CIPF on the coverage provided for a customer’s General Account, and each Separate Account after combination with other Separate Accounts (subject to eligibility) equal to $1 million on assets which may include cash, securities, and certain other investments. For more information, visit www.cipf.ca.
Investment Industry Regulatory Organization of Canada (IIROC)
National Bank Financial, Inc. and Ltd are members of the Investment Industry Regulatory Organization of Canada. IIROC is the national self-regulatory organization which oversees all investment dealers and trading activity on debt and equity marketplaces in Canada. Created in 2008 through the consolidation of the Investment Dealers Association of Canada and Market Regulation Services Inc., IIROC sets high quality regulatory and investment industry standards, protects investors and strengthens market integrity while maintaining efficient and competitive capital markets. To qualify as a member firm, an organization must meet stringent capital requirements, demonstrate an ability and willingness to conduct its business in a manner consistent with the by-laws, rules and regulations of the IIROC, and be subject to ongoing supervision. For more information, visit www.iiroc.ca.
Mutual Fund Dealers' Association (MFDA)
Our financial planning division, Wellington West Financial Services, is a member of the Mutual Fund Dealers’ Association. The MFDA regulates the operations, standards of practice and business conduct of its Members and their representatives with a mandate to enhance investor protection and strengthen public confidence in the Canadian mutual fund industry. For more information, visit www.mfda.ca.
Investment philosophy
Our philosophy is simple. Companies that provide good long term return are those that pay dividends and have a history of increasing those dividends. As well bonds are an intregal part of any portfolio. The chart below says it all when long term performance are concerne
