Personalized support
Our team is made up of highly qualified investment professionals with many years of experience in wealth management.
We leverage the expertise of all team members to ensure our clients get the best possible financial management advice.
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Our purpose
Our objectives
As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.
Our values
We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind.
What makes us stand out
Our clients greatly appreciate our dedicated advice and support.
You can always count on:
- Our commitment to helping you achieve your goals
- Our approach
- Our integrity
- Our professionalism
- Our transparency about the compensation we receive
Awards and distinctions
Each year, National Bank Financial recognizes the excellence of teams and wealth advisers in several categories. Our team has stood out on several occasions.
Rising Star of the Year Award 2021 – Regional (Montréal)
This prize, bestowed on an annual basis, recognizes Wealth Advisors with superior performances to that of their peers while having been part of our firm for less than three years.
