- 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.
Personalized support
Karim Zakher is a Senior Wealth Advisor & Portfolio Manager at National Bank Financial, and heads Groupe Gestion Zakher.
Together, Karim and Groupe Gestion Zakher offer comprehensive wealth management services to individuals, families and small businesses who want to either preserve their wealth or attain financial independence that can last generations. Their core values of trust, communication and mutual respect underlie everything they do.
Possessing multidisciplinary licences, including the prestigious Chartered Investment Manager designation, allows Karim to incorporate a vast array of solutions and strategies into each individual financial plan that can encompass Estate planning, Tax planning, Insurance, Investment advising and Discretionary portfolio management.
The result is that clients receive a high level of personalisation and independence when building their investment portfolios by avoiding “one size fits all products” along with significant cost advantages.
Our philosophy
"Be fearful when others are greedy and greedy when others are fearful” Warren Buffett
Every advisor’s practice is unique, when choosing a Wealth advisor or a team, it is important to look for someone who will look out for your best interests and react quickly when markets change directions. Choosing someone who’s properly qualified and has the experience of living through many market corrections can make all the difference in the world. It is not only about markets rising, but also about avoiding market drops, that will deliver strong positive returns in the long run. By providing our clients with the expert guidance they require and the service they deserve, our team strives to replace any concerns you may have about the future with the confidence and security that comes from knowing you’re in good hands.
We are committed to providing excellent client service through our team approach. In addition to regularly scheduled contact and clear reporting, there will always be someone available when you call during business hours to address your questions and concerns personally, and to respond in a timely manner.
Our team, made up of highly qualified investment professionals, draws on more than 50 years of experience to support you in managing your wealth.
My colleagues and I are committed to managing the world's most important investments: yours!
Honours and distinctions
Our advice, support and dedication are greatly appreciated by all of our clients.
Indeed, you can always count on:
- our commitment to you and the achievement of your goals
- our innovative approach, whatever the service
- our integrity
- our professionalism
- transparency regarding our remuneration
What our clients say
Hello Joseph Antoine, I just received the link to this latest video, and I wanted to say Thank You! This was a great message for investors and very easy to understand. I appreciate this communication and makes me feel even better about making the change to NB Wealth Management. Keep the videos and communications coming! Have a great day!
Grace Z
Unsolicited - I would like to express my strongest gratitude to Karim and Kendra for the service and support I received from the National Bank. It has been beyond expectation. As my parents were aging and their health steadily deteriorating, there were many challenges with their financial portfolio as we worked to put their affairs in order. But Karim and Kendra were patient, supportive, thorough, and helpful. They would meet with us in person when needed, promptly answer emails and help steer us in the right direction as we navigated towards the finish line. It’s important to me to have a small town feel when I work with people, and in this age of automated banking, it was refreshing to work with a team that values relationships and community.
C Sarraf
