Let’s navigate together to achieve your life goals

By supporting you every step of the way


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 

Young woman standing in front of her desk

  • 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
Young family sitting on sofa

  • 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
Couple clapping hands

  • 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
Small piggy bank in the shape of a pig protected by two joined hands like a roof above

  • 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.

Pictogram of a magnifying glass.

1. Understand your needs

  • We take the time to get to know you.
  • We undertake a detailed analysis of your current situation.
  • We understand your needs and concerns to help you set objectives and priorities. 
Pictogram of a target with a star.

2. Plan

  • We recommend solutions that are tailored to your needs and establish an action plan with your priorities in mind.
  • We design a personalized plan for your retirement.
  • We assist you in your decision making regarding estate planning and settlement.
Pictogram of a plane.

3. Implement the plan

  • We build your investment portfolio and implement the adopted strategies.
Pictogram of a calendar.

4. Periodic monitoring

  • We monitor changes in your personal, financial and economic situation, to ensure the proposed solutions continue to suit your objectives.

Our global wealth management services

What is wealth management?

Your wealth represents all the elements that make up your assets. Wealth management is a process that is based on the 7 aspects of portfolio management. Our goal is to become your reference in all aspects of your family legacy.

In synergy with our specialized partners, we guide you in our global approach focused on your objectives since you are at the center of our specialized and personalized strategies.

These services are offered by third party specialists. 1,2,3

Discover the main advantages of wealth management

Select one of the 7 topics below and learn more about wealth management

Launched in 2003, our private Portfolio applies a discretionary management approach for our long-term capital growth assets and is reserved solely to our clients.

Our professional qualifications demonstrate our ability and commitment to comply with our guiding principles and highest ethical standards.


  1. 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.

  2. 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.

  3. 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.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

Contact us

Get contact information for our team members and find out where our offices are.