Our services

Get answers to all your financial questions from
our dedicated  team of specialists.

Solutions designed to meet your needs

Machel De Leeuw Advisory Group has a long-standing history in the Financial Services industry. We pride ourselves in helping our clients and their families build, maintain, and preserve their wealth over time through a disciplined and proven 5 step process. Our expertise goes beyond portfolio management to provide guidance and leadership in all aspects of our client's life stages to achieve their long-term financial well-being. 

How we do it: Our 5 Step Approach Process

Pictogram Current Position


1) Review Your Current Position

To get a solid understanding of where you have been and how you got to where you are today. 

Pictogram Life Gold


2) Understand Your Life Goals

To develop a deep understanding of your personal and financial goals and that of your family. 

Pictogram Wealth Management Plan


3) Develop Your Personal Wealth Management Plan

The foundation which guides our team in creating your personal investment portfolio and acts as our benchmark in evaluating our success over time. 

Pictogram Plan into Action


4) Put the plan into action

The implementation using rebalancing, maintenance, or new investment strategies in partnership with your extended team of professionals such as Accountants and Lawyers. 

Pictogram Review and Adjust


5) Review and Adjust

This step is instrumental to our discipline. We regularly review your plan together and adjust it depending on your life events. This ensures your plan changes with you and your needs. 

Simplifying your life

Our specialty: Making it easier for you to manage your finances, no matter what your needs, goals or situation are. 

Our wide range of services allows us to tailor our recommendations to each profile and work together to find the best solution for you.

To help you accumulate, manage and preserve personal wealth, National Bank. Financial provides a full range of wealth management services. With our in-house specialists and access to the expert resources within NBF Financial Group, we have the services and resources you need to reach your financial goals.

*Certain services are offered by third parties. Insurance products and services are provided by National Bank Insurance Firm (NBIF). NBIF is not a member of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.

Our Services

To help you accumulate, manage and preserve personal wealth, National Bank. Financial provides a full range of wealth management services. With our in-house specialists and access to the expert resources within NBF Financial Group, we have the services and resources you need to reach your financial goals.

› Goal setting

› Cash-flow analysis

› Net worth assessment

› Investment planning

› Retirement planning

› Income and asset protection

› Estate planning

› Tax efficiency

› Establishment of investment

objectives

› Asset allocation strategy

development

› Portfolio design and security selection

› Investment management and advice

› Selection and monitoring of

investment managers

› Periodic portfolio reviews

and rebalancing

› Identify goals

› Evaluate expected income

› Determine additional savings needed

› At retirement, develop a tax-efficient

income strategy

› Income continuance planning

(life and disability insurance)

› Develop asset protection strategies

(mortgage life insurance, business

continuation insurance, critical illness

and long-term care insurance and

insurance for estate planning).

› Assess current and potential estate

value

› Determine obligations (debts,

dependants, taxes and probate

costs)

› Identify estate planning issues

and opportunities

› Devise strategies to fund obligations

and wishes

› Review current and future tax

situations

› Uncover opportunities to save taxes

or defer taxation

› Develop strategies to cover future tax

liabilities

We Also Offer :

A man smiles at someone sitting across from him during a business meeting.

Business Financial Services

  • Access to Commercial BankingSpecialists
  • Business investment management
  • Succession planning and businesstransfer assistance

Philanthropic Giving

  • Establish a donor advised fundthrough the National Bank Financial Charitable Giving Program.

Contact us

Our team members are there for you. Contact us directly at