Discover the main advantages of wealth management

Invest in our experience!

Portfolio management

What is the purpose of portfolio management?

  • To benefit from qualified professional management for your investment portfolio
  • Strike a balance between risk and reward
  • Enjoy a flexible solution that stays true to your goals and objectives

Main benefits

  • Have a clear plan to achieve your goals
  • Be able to react to the unexpected
  • Your portfolio is diversified according to your risk tolerance

We offer you simple and personalized advice on managing your wealth with clearly defined management fees. MyWEALTH – Advisory is an innovative and unique program in the industry that offers the possibility to be customized according to your needs.

Some advantages that you can benefit from are:

Family pricing by including your direct family members in a global pricing

Reduced fees by benefitting from degressive pricing when your assets reach a certain threshold

Our success is linked to yours. Our remuneration is based on fees which allow us to be on the same side of the table with a common goal: 
Growing your wealth.

Financial planning

What is a financial plan?

  • In order to establish a clear roadmap together to achieve your specific objectives
  • To document, analyze and support the different aspects of your financial situation using effective tax strategies

Main benefits

  • Optimal management of your family's wealth
  • You will be able to prioritize your projects and make informed decisions
  • Enjoy greater peace of mind

These services are offered by third-party collaborators.1

Discover Advice Suite

Our key tool to build trusted relationships by delivering personalized advice that empowers you to pursue and achieve your life goals.

Estate planning

In addition to National Bank Trust specialists, we work jointly with trusted professionals to develop strategies designed to help you protect your family’s wealth.

What is the purpose of estate planning?

  • Document how you want your assets to be distributed after your death
  • Prevent any misunderstanding 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 collaborators.2

Tax planning

Why use tax planning?

  • In order to reduce the impact of taxes on investments by developing financial strategies
  • Proposing customized recommendations based on an analysis of your personal 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 collaborators.2


What is the purpose of insurance?

  • In order to protect your family in the event of death, illness or other unforeseen events of life
  • To minimize the impact of taxes on your estate

Main benefits

  • Effective wealth transfer to protect your assets
  • Key element of our integrated global offer
  • Have peace of mind so you can sleep better

These services are offered by third-party collaborators.3

Banking solutions

As a National Bank Financial client – Wealth management client, you can do all your banking in one place:

  • Everyday transactions
  • Financing 4
  • Specific needs

Main benefits 5

  • Free of charge on certain banking products
  • Legal assistance and virtual healthcare solutions
  • Competitive interest rates


Why choose philanthropy?

  • Because it plays a key role in society and ensures the general well-being of the community in several sectors of activity
  • We can offer you the opportunity to create your personalized charitable fund within a public foundation without having to worry about the administrative complexity of creating and managing a private foundation

Main benefits

  • You just have to choose the cause and we will accompany you at every step
  • Support the causes that are important to you

  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.