Jeff Wiebe Treasury Advisory Team

Our expert team is here to meet your financial needs.

Improve your return on cash without compromising security

At National Bank Financial, we are committed to providing sound advice to protect and enhance our clients' cash portfolios. We take the guesswork out of your investment decisions and provide you with solutions that fit within your investment policy. Our clients include public and private corporations, municipalities, and universities.

Our specialties

  • Canadian and U.S. dollar treasury management
  • Expertise in safe, yield-maximizing deposits
  • Foreign Exchange on major currencies

How do we help our clients?

  • Diverse product offering including deposits from Canada’s largest banks and credit unions
  • Matching maturities to your cash flow needs
  • Full portfolio risk assessment and investment policy reviews
  • Expert service to reduce your workload

Frequently Asked Questions

  • What is the minimum investment required to work with your team?
    • The minimum initial investment required is $1,000,000 for our institutional clients.
  • Which currencies does the Treasury Advisors group manage?
    • We manage both CAD and USD funds for our clients. 
  • How long does the account opening process take?
    • Depending on the complexity of your organizations structure it can take between 2-5 business days.
  • Does National Bank offer online access so I can see my accounts?
    • Yes.  You will have online access to see your holdings, transactions, statements, and trade confirmations.  
  • What is your management fee?
    • We believe in complete transparency and will disclose our fees to you.  Rates that we propose to our clients are always net of fees.
  • What is the ideal client of the Treasury Advisors group?
    • Our ideal client is risk averse corporation, municipality, or a university looking to earn a higher yield on cash and investments.

Contact us

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