- 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.
- 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.
- 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.
- Financing solutions are
subject to credit approval by National bank.
- For details and conditions of the offer, please contact your advisor.
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.
Our approach
Our greatest strength is our capacity to listen. Our role is to identify our clients’ financial needs and points for improvement so we can propose solutions. Here are some of the needs we regularly address:
- Having investments tailored to clients’ needs and financial goals
- Maintaining their desired standard of living
- Building and maintaining trust-based relationships
- Securing their retirement plans
Our purpose
As you go through life and your situation changes, your expectations and financial goals will evolve. Our team guides you every step of the way and calls on specialists from various areas to make personalized recommendations and help you achieve your goals.
These services are offered by third party specialists. 1, 2, 3
Our products and services
- Diversifying investments
- Reducing annual income taxes
- Maintaining your lifestyle, now and after retirement
- Transmitting assets to your heirs
- Protecting your family’s lifestyle in the event of disability or death*
- Choosing the right mortgage solution
- Wealth management
- Financial plan
Tools that streamline our work and help us ensure regular client contacts:
- Model portfolios
- Client communication plan
- Client service plan
- Financial conferences
- A network of experienced, complementary professionals
- Fee-based and discretionary management programs
- Corporate and personal financing
- Trust services
Need help
1-888-751-1220 | Mon - Fri : 9am - 5pm
(HE)
