Our services

Get answers to all your financial questions from
our dedicated  team of specialists.

Solutions designed to meet your needs

Our expertise is second to none. We will give you peace of mind with our comprehensive financial planning platform, personalized solutions and exceptional service.

Our Holistic Approach

Our specialty: Making it easier for you to manage your finances, no matter what your needs, goals or situation are. 


More Than Meets the Eye

Our team believes being patient and acquiring high-quality investments are the keys to long-term financial success. Our approach is aligned with National Bank Financial - Wealth Management's commitment to meeting all of our clients' needs. 



What You See

  • Investment decision making
  • Administration
  • Safekeeping your investments
  • Recordkeeping and accounting
  • Portfolio reporting
  • Taxes  - GST/HST




What You're Actually Provided

•Goal setting and build a plan

• Protecting your family

• Coaching

• Unique needs and preferences

• Retirement decision making

• Income Planning

• Determine acceptable risk

• Financial projections

• Tax and Estate planning

• Educational savings

• Business transfers

• Charitable decision making

• Assistance to friends and family

• Referrals to other professionals

• Available by phone and email

• Proactive calls

• Regular review meetings

• Online access

• Quarterly portfolio statements

• Annual portfolio performance report

• Tax package

• Accountant communication

• Commentary and newsletters

• Economic and market reports

• Personalized asset allocation

• Selecting the right investments

• Diversifying your portfolio

• Rigorous assessment and monitoring

• Regular reviews and rebalancing

• Making your investments tax efficient

• Currency advice

• Account transfer and opening

• Trading and money transfers

• Preparation and delivery of statements

• Preparation and deliver of regulatory documents

• Communication with accountants

• Compliance program to protect you

• Software and systems to your investments

• Insurance to protect from errors

• Licensing and professional dues

• Fees paid to investor protection funds

• Costs to comply with regulations

• Professional courses and workshops

* This is for informational purposes only and is general in nature.

Contact us

Our team members are there for you. Contact us directly at