As a partner for all your financial needs, our team has the expertise
and the resources to help you build and manage the wealth you need to
reach your goals.
We are professionals with solid training and relevant industry
experience. Each of us must have:
- Successfully completed the specialized training required by
the investment industry.
- Duly registered as an wealth
- Completed National Bank Financial – Wealth
Management’s own training program that focuses on perfecting
investment skills, mastering the latest industry products, and
integrating our organization’s investment philosophy and operational
processes. This training complements the basic requirements of the
- Followed a program of continuing
education to maintain and increase our expertise in a constantly
evolving financial universe.
We are therefore able to advise you on a host of products and
services offered by National Bank Financial – Wealth Management,
whether you are an individual or a company with specific or complex needs