Your family's wealth advisor of choice for life
We are committed to high-quality service designed to exceed client expectations. Every partner within our team, irrespective of their particular role, is passionate about delivering an exceptional client experience.
Our Objectives
Our mission is to advise you about every aspect of your financial wealth. We focus our energy and resources on providing you with well-researched and easy to understand information.
Our Values
Ensuring your portfolio evolves with changes in your personal situation and capital market conditions.
Our Core Beliefs
We believe that maintaining your client experience with us is just as important as managing your portfolio.
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
Awards and Distinctions
Each year, National Bank Financial recognizes the excellence of teams and wealth advisors in several categories. Our team has stood out on several occasions.
- 2013 Wealth Management Excellence of the Year – Regional Winner, Greater Toronto Area
- 2014 Wealth Management Excellence of the Year – Regional Winner, Greater Toronto Area
- 2016 Wealth Management Excellence of the Year – National Winner, Greater Toronto Area
- 2017 Wealth Advisor of the Year – Regional Winner, Greater Toronto Area
- 2020 Wealth Management Excellence – Regional Winner, Ontario
News and articles
