Good financial planning includes a comprehensive and objective
analysis of your financial situation* as well as an action plan and
recommendations that can help you enhance your wealth and achieve a
certain level of financial independence.
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.
To ensure that your wishes are respected, it is crucial to have an estate plan and an up-to-date will. Your advisor can refer you to professionals you can trust to establish an effective estate strategy
To ensure that your corparation is respected, it is crucial to have an estate plan and an up-to-date will. Your advisor can refer you to professionals you can trust to establish an effective estate strategy.
National Bank Financial – Wealth Management wealth advisors
have access to the complete line of National Bank’s banking solutions.
Whether you’re looking for a solution for your everyday transactions,
your financing needs or any other particular need you may have, we can
help.
It is crucial to see to your financial security and that of
your family today in order to avoid financial problems 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 assessing in your potential risks.
Capital gains and investment income are taxed differently depending
on the investment product you use. With good planning, you can ensure
you choose investment vehicles that reflect your tax situation so that
you can grow your wealth more efficiently. Your advisor can refer you
to a professionnal..
Portfolio management consists in investing your assets in a way that seeks to grow your financial wealth over time, or to reach specific financial objectives in order to carry out future projects. It can be done over different time horizons and must take into account your cash flow needs and the tax impact of your decisions.
We believe is prosperity for all. Every individual has a right to be
well guided through their financial decision to assure the prosperity
the the entore family
