Financial Planning

Nature and Scope of the Offering

Someone at a laptop reviewing their financial stocks.

Our Financial Planning Team will guide you in the development of strategies that will allow you to achieve your financial objectives. More specifically, this plan will cover the following areas:

Personal Finances and Taxation

  • Preparation and analysis of your personal financial statement
  • General comments on your finances and possible tax strategies


  • Analysis of your retirement situation via several projected scenarios

Insurance and Risk Management

  • Estimate of life insurance requirements in case of the death of your spouse
  • Estimate of your liquidity at death
  • Estimate of your disability insurance needs

Legal and Estate Aspects

  • Preparation of your estate balance sheet and general comments
  • Estimate of your tax bill at death

Business Aspects

  • General comments

Planning Steps

The main activities to be completed in the context of this offering are:

  1. Gather your personal and financial information and determine your objectives.
  2. Establish a portrait of your current situation.
  3. Analyze your situation.
  4. Draft a written report including findings and recommendations specific to your situation.
  5. Meet with you to explain the results of the financial plan and discuss possible strategies.

  1. 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.

  2. 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.

  3. 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.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

Contact us

Get contact information for our team members and find out where our offices are.