- 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.
- 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.
- 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.
- Financing solutions are
subject to credit approval by National bank.
- For details and conditions of the offer, please contact your advisor.
Products* and Annuity
Having the right insurance coverage can make all the difference for your peace of mind, but you must first assess your needs and potential risks.
We all hope to live long and healthy. However, we can’t predict what the future holds, and that is why having good insurance coverage can make all the difference for your peace of mind, and that of your loved ones. For instance, your spouse may need ongoing health care and maybe you can provide for these services now, but what are you prepared for them once you are retired and no longer have access to the same income sources?
It is crucial to see to your financial security and that of your family today in order to avoid financial misfortunes in the event of death, illness or disability later on. To ensure that you have the right coverage, your advisor will guide you to an expert who will help define your needs by factoring in your potential risks. This analysis will allow you to establish and implement a strategy that is right for you.
* Insurance products are offered by duly registered personal insurance advisors.
