We're committed to providing you with the peace of mind you're looking for, through a comprehensive planning platform, customized solutions and exceptional service.
Throughout your life, as events unfold, your financial goals and expectations change. We're here to support you every step of the way.
Surrounded by a network of specialists from a variety of fields, our team members are committed to providing you with personalized recommendations and helping you achieve your goals.
As portfolio managers, we have developed exclusive management models for our clients that combine our own investment solutions with mutual funds and stock market indices, according to a rigorous selection process carried out by our management committee and renowned external managers.
Our process :
Asset allocation management (strategic and dynamic)
Security selection: qualitative and quantitative approach based on Economic Value Added
Rigorous criteria for selecting external managers
At different stages of life, financial goals can change. The financial plan is an essential tool for achieving your goals.
Our financial planners will help you set up a personalized action plan for you and your family, which will be reviewed at major life events to optimize your financial situation.
Key benefits :
Better management of your finances
Greater peace of mind
Prioritizing your projects and justifying your decisions
One of the ultimate goals of wealth management is to ensure the smooth transfer of your assets to your loved ones upon your death.
Our multidisciplinary team offers you the full range of estate planning services, including :
Analyzing your last Will & Testament
Protection in the event of incapacity
Transfer of assets in accordance with your wishes
Tax strategies
Philanthropic services
Our team uses and establishes customized tax strategies as part of your asset management to reduce the impact of taxes on your family’s wealth.
Key benefits:
More money to invest or spend
More freedom to carry out your projects
More effectively
The most important asset is people.
Our team will help you identify the risks you may face in the course of your life that could adversely affect your financial situation or that of your family.
We can offer you customized solutions to ensure the protection of your financial capital. These solutions guarantee your family's financial security in the event of death, illness or disability.
Key benefits :
A safety net even if you're no longer in the workforce.
Transfer of wealth to protect your assets
Ensure that your plans and those of your loved ones are realized.
Our team is able to offer you a range of advantageous banking services that include :
Fee-free bank accounts;
The National Bank World or World Elite® or Platinum Mastercard® with no annual fee;
Preferred rates on your lines of credit and mortgages;
Unlimited individual access to a virtual healthcare solution and legal assistance service.
Eligibility requirements :
Minimum of $250,000 in assets under management at National Bank Financial - Wealth Management or at a National Bank client management company (through National Bank Business).
As part of our wealth management service offering, we aim to build trust with future generations by ensuring that financial knowledge is passed on from generation to generation. The ultimate goal of family consulting is to develop a comprehensive multi-generational family financial plan that all family members can adhere to and participate in.
We can also offer you support services from specialists including:
Company acquisitions/sales and mergers
Immigration
Residential sales
Notarial services
Accounting
Legal rights
Fiscal policy
Our useful resources will help you effectively manage and better understand your finances.
