We invite you to browse our site to get to know us and all our wealth management services.
With more than a century of accumulated experience, we support our clients in achieving their financial goals with a tailor-made wealth management approach, according to their needs and throughout their life.
Our mission is simple: Maintain long term business relationships with investors, based on trust and mutual respect.
Whether to protect or transmit your assets, we will be at your side at every step of the way to advise you and help you make the most of the wealth you have built during your life.
We are on the cutting edge in a constantly changing world, and with a deep respect for the wealth you have built over the years, we are determined to protect it and make it grow.
Over the years, our attentive approach and expertise have earned our client’s trust and that is why our tagline is…
Your trust is at the core of our passion!
Manage your assets and support you in achieving your long-term goals, while simplifying your decision-making.
With our wealth management approach, like a captain of a ship, we scan the horizon of the markets in order to steer your assets towards reaching your destination.
The passion and expertise of our team
Our integrity and transparency in our business relationships
The strength of a network and its expert partners for global management
Investment management focused on capital protection
Peace of mind through simple and innovative solutions
A proven private Portfolio since its inception
Every year, National
Bank Financial - Wealth Management acknowledges the
accomplishments of various excellent advisors and their teams at the
national and regional level.
Our team is proud to highlight the work of its members
2018-2019: Portfolio management Excellence Awards – North Shore – Jean-Pierre Gélinas
2017: Elite Club member awards, Nathalie Dubois
Regularly updated reports and articles