Dalpé Wealth Partners is part of National Bank Financial – Wealth Management, whose network includes over 850 wealth advisors at almost 100 branches across Canada—from Victoria to Halifax.
Almost all our clients have 100% of their assets with us, and our investment performance over two decades places us among the top fund managers in Canada.
For Dalpé Wealth Partners, being principal financial advisor means that we go far beyond traditional wealth management and private management. Building this relationship of trust and thorough understanding of our clients' needs allows us to offer value-added services at no additional cost that facilitate the effective implementation of financial planning covering all stages of our clients' lives.
The goal of most investors is to maximize their savings to maintain a consistent lifestyle before and after retirement. The worst apprehension of retirees is lacking money. According to a recent Allianz Life study, 61% of North Americans are more worried about outliving their assets than they are of dying. Dalpé Wealth Partners mission is to advise and equip its clients to prevent this from happening.