iii Global Wealth

Our expert team is here to meet your financial needs.

WE DELIVER MORE THAN A PORTFOLIO ~ WE DELIVER A PLAN

We apply our expertise and passion to translate complex financial issues. We create CUSTOM ACTION PLANS for each aspect of your financial needs. Our goal is to free you from the complexities of financial solutions.

As your financial needs evolve over time, you will need different solutions depending on your stage in life. This is especially important when you want to build the financial wealth needed to carry out the projects that matter most to you. We understand this and can help.

Discovery the iii Global Wealth

                        Invest

We invest in you. We spend time with you to understand your dreams and desires so that we can transform them into achievable goals.

                       Involve

We involve you in the process and ensure that those important to you are with you along the way.

                       Inspire

We want you to live an inspired life knowing all of the elements of your wealth plan are taken care of.

A word form us

The iii Global Wealth  is committed to the highest level of professional education and hold some of the most distinguished designations in the industry. As a member of the National Bank Financial - Wealth Management Team, we draw on more than a century of know-how and are backed by one of Canada's largest financial groups. We have both the expertise and the resources to help you build and manage the assets you need to reach your goals.

We offer each of our clients a personalized approach to Wealth management. We also have a full suite of complementary financial products and services in order to meet all of your financial needs.

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

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

  

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Contact us

Get contact information for our team members and find out where our offices are.

 

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