Our services

Get answers to all your financial questions from
our dedicated  team of specialists.

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. 

Our approach

Whether you are a client or a prospect, and whatever your financial management needs, we are here to offer you personalized support. 

Our team is dedicated to contributing to your financial success. We'll find solutions to help you achieve your goals. 

More than just investing

Sound financial decisions should not be made in isolation. Our wealth management process takes into account your investment goals and cash flow needs, while also considering tax issues and succession plans. The goal in to provide a comprehensive wealth plan for you and your family.

Our services include

  • Portfolio Management
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Insurance
  • Risk Management
  • Succession Planning
  • Philanthropic Strategies
  • Banking Services
  • Family Conversations and Planning

Our Process

Our process has been developed with the tenants of the Certified Financial Planners process. The first thing we do is take the time to fully understand you and your family's goals and objectives. We then develop a personalized wealth management plan, which includes portfolio management, financial planning as well as tax, estate and insurance planning. We act on the plan and proactively and periodically review your personal wealth management plan to ensure you are on track to achieve your goals.

1.       Understand your present situation

2.       Clarify and outline your goals and objectives

3.       Prepare and analysis

4.       Provide a written plan

5.       Act on the plan (implementation)

6.       Monitor and periodic review of your plan (update)

Contact us

Our team members are there for you. Contact us directly at