- 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.
Jeff Scoten Group Wealth Management Process
Jeff Scoten specializes in preserving capital and providing growth, while generating income as needed.
Managing your wealth with confidence requires a relationship built on trust, expertise, experience and a thorough understanding of your needs. Together, we can determine how best to:
- Protect your lifestyle
- Help your family
- Plan for retirement
- Achieve financial comfort
- Create a legacy
Portfolio Management
Portfolio management consists in investing your assets in a way that seeks to grow your financial wealth over time, or to reach specific financial objectives in order to carry out future projects. It can be done over different time horizons and must take into account your cash flow needs and the tax impact of your decisions.
Tax Planning
Capital gains and investment income are taxed differently depending on the investment product you use. With good planning, you can ensure you choose investment vehicles that reflect your tax situation so that you can grow your wealth more efficiently. Your advisor can refer you to a professionnal.
Estate Planning
To ensure that your wishes are respected, it is crucial to have an estate plan and an up-to-date will. Your advisor can refer you to professionals you can trust to establish an effective estate strategy.
Banking Solutions
National Bank Financial – Wealth Management wealth advisors have access to the complete line of National Bank’s banking solutions. Whether you’re looking for a solution for your everyday transactions, your financing needs or any other particular need you may have, we can help.
Insurance Products
It is crucial to see to your financial security and that of your family today in order to avoid financial problems in the event of death, illness or disability later on. To ensure that you have the right coverage, your advisor will guide you to an expert who will help define your needs by assessing in your potential risks.
Financial Planning
Good financial planning includes a comprehensive and objective analysis of your financial situation* as well as an action plan and recommendations that can help you enhance your wealth and achieve a certain level of financial independence.
