- 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.
Solutions designed to meet your needs
We will give you peace of mind with our comprehensive financial planning platform, personalized solutions and exceptional service.
Whether you are a client or a prospect, and whatever your financial management needs, we are here to offer you personalized support.
Our team is dedicated to contributing to your financial success. We'll find solutions to help you achieve your goals!
Do you have questions on our estate and financial planning services? Or maybe you would like to understand more about our investment management strategy?
Our approach
1. Understand your needs
- We take the time to get to know you.
- We undertake a detailed analysis of your current situation.
- We understand your needs and concerns to help you set objectives and priorities.
2. Plan
- We recommend solutions that are tailored to your needs and establish an action plan with your priorities in mind.
- We design a personalized plan for your retirement.
- We assist you in your decision making regarding estate planning and settlement.
3. Implement the plan
- We build your investment portfolio and implement the adopted strategies.
4. Periodic monitoring
- We monitor changes in your personal, financial and economic situation, to ensure the proposed solutions continue to suit your objectives.
