- Travel
- Finish your education
- Develop your career
- Buy a vehicle
- Move into an apartment
- Pay off student debt
- Buy your first property
- Start your own business
Your objectives are ours!
We believe that your unique goals should be at the center of financial decisions and represent the foundation of our strategy. That is why, from the onset, we listen to your aspirations and encourage you to ask questions about what really matters to you.
We take the time, we ask questions, we listen carefully to understand where your wealth currently is and where you would like it to be in the future.
This will help us develop strategies adapted to your needs, objectives, time horizon, liquidity requirements and risk tolerance.
Our goal is to provide a solid basis for growth of our customer’s wealth with reduced volatility. We seek to maximize returns based on our client’s risk tolerance.
Main life stages and the importance of updating your plan
Throughout your life, your needs might change and your investment strategy should reflect this reality.
Discover the different stages
- Marry
- Buy a family home
- Start a family
- Save for children’s education
- Renovate house
- Reduce personal debt
- Save for a rainy day
- Build your estate
- Grow your business
- Prepare for retirement
- Buy a secondary residence
- Support aging parents
- Become grandparents
- Opt for a more flexible work schedule
- Enjoy life
- Discover new hobbies and interests
- Build on the success of your business
- Retire
- Start a new career
- Plan your estate
- Preserve your lifestyle
- Change residence
- Travel
- Care for a loved one
- Transfer control of your company
Our approach
It is based on a thorough understanding of the needs of our clients with whom we have established relationships for several generations.
It takes into account the distinctiveness of your situation and your objectives in order to provide you with personalized support.
Analysis
Understanding your situation and priorities
Planning
Developing a clear, personalized strategy
Implementation
Deploying solutions and structuring your portfolio
Monitoring
Adjusting your plan as your life and markets evolve
What services are available to me?
It is perfectly understandable to wonder what portfolio
management services include. You work hard to make the most of your
income, and we work equally hard to ensure that your portfolio is
strategically positioned, carefully administered, and actively managed
on a daily basis.
We are committed to transparency, accuracy, and fair fees. We also have access to an extensive network of resources.
Wealth management professionals
- Banker
- Accountant
- Financial planner¹
- Insurance advisor³
- Actuary²
- Notary²
- Tax specialist²
Team of specialists
- Economist
- Strategist
- Investment professional
- Derivatives professional
- Analyst
Research team
- Geopolitics
- Fixed income
- Mutual funds
- Equities
- Exchange-traded funds (ETFs)
Certain services are offered by third party specialists. *1, 2, 3
Purpose
- Have a qualified professional manage your investment portfolio.
- Strike a balance between risk and reward.
- Enjoy a flexible solution that stays true to your goals.
Main benefits
- Have a clear plan to achieve your goals.
- Be able to react to the unexpected.
- Achieve the maximum benefits of
diversification.
These services are offered by third party specialists. ₁
Purpose
- A document outlining your short- and long-term financial goals and the strategies you will use to reach them.
- The plan reflects your personal and family situation, your risk tolerance and future expectations, and includes effective tax strategies.
Main benefits
- Your finances will be in good hands.
- You will enjoy greater peace of mind.
- You will be able to prioritize your
projects and make informed decisions.
These services are offered by third party specialists. 1
Purpose
- Document how you want your assets to be distributed after your death.
- Prevent any misunderstandings among your heirs.
- Plan for any situation.
Main benefits
- You will be protected in case of incapacity.
- Your assets will be transferred without conflict.
- Your wishes will be respected.
- You will minimize the tax burden on your estate.
These services are offered by third party specialists.2
Purpose
- It is the development of financial strategies to reduce the impact of taxes on your investments.
- Proposing customized recommendations based on an analysis of your situation and your portfolio.
- It's about doing more with the same money by optimizing your portfolio.
Main benefits
- More money to invest or spend.
- More freedom to achieve your goals.
- Make tax-efficient investments.
These services are offered by third party specialists.2
Purpose
- These solutions will ensure your family's financial future should anything happen to you.
- They serve as a cushion to protect you from the unexpected.
- They will help keep your family's plans on track.
Main benefits
- Enjoy a safety net, even if you are not working.
- Transfer your assets and protect your legacy.
- Have
peace of mind so you can be at ease.
These services are offered by third party collaborators.3
Wealth management - Banking-offer | Exclusive benefits
As a National Bank Financial—Wealth Management client, you can take care of all your banking in one place:
- Everyday transactions
- Financing
- Specific
needs
Main benefits
- Savings on certain banking solutions.
- Healthcare and legal virtual assistance services.
- Competitive interest rates.
Do you want to give back to the community? Let our team guide you in designing a philanthropic plan.
- Setting up a foundation
- Distribution of donations
- Bequests in a will
- 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.
