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.

Simplifying your life

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

Our wide range of services allows us to tailor our recommendations to each profile and work together to find the best solution for you.

Our purpose

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. 

Our approach

Whether you are a client or a prospect, and whatever your financial management needs, we are here to offer you personalized support. 

Our team is dedicated to contributing to your financial success. We'll find solutions to help you achieve your goals. 

Our Process

Getting Acquainted

  • Learn about your financial and family picture
  • Build the foundation of our working relationship
  • Discuss your investing experiences and preferences

Understanding Your Goals

  • Discovery Process for Financial Planning
  • Open accounts and initiate asset transfers
  • Address any new questions that have come to mind

Presenting the Plan

  • Present Financial Plan and Investment Proposal
  • Answer any new questions that have come to mind

Next Steps

  • Invest portfolio as per Investment Proposal
  • Review Financial Plan and Investment Strategy on an ongoing basis
  • From here, we maintain ongoing communication (phone/email) and meet annually for a face-to-face meeting (virtual or in-person, based on your preference). Meetings may be more frequent if deemed necessary.

Contact us

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