Our services

Portfolio management is important.

A holistic approach is essential for your peace of mind…

And that of your loved ones!

Solutions designed to meet your needs

Our services: wealth management, portfolio management and more

Our Wealth Management Philosophy

As your financial needs evolve over time, you will need different solutions depending on your stage in life. This is especially important when you want to build the financial wealth needed to carry out the projects that matter most to you. We understand this and can help.

Our team partners with each of our clients to develop a personalized approach to long-term wealth management and a customized investment portfolio. We establish an in-depth understanding of your priorities, develop a customized long-term plan for achieving your financial goals and provide continuous support and accountability. 

Ultimately, our team partners with our clients to achieve long-term growth and preservation of wealth while minimizing associated risks. Building wealth is not an end in itself – it is a means of providing security for your family.

Much of the population would say they have limited financial knowledge and are stressed by managing their personal finances. Our team aspires to provide peace of mind for multiple generations by being a reliable resource for all aspects of wealth management and being prepared to discuss more than just returns. We employ a holistic approach to understand what matters most to each client. We empower clients by developing an achievable, long-term plan offering tangible actions and results so they never have to wonder “Am I OK?”.

Our clients' best interests are at the center of our wealth management philosophy. We value their well being just as we value our own families’, therefor we always conduct ourselves with the utmost integrity and offer solutions which suit their best interests.

Our Core Values

Integrity

You can rely on our team to adhere to the highest professional and ethical standards, reflected in transparent honesty and complete harmony in what we think, say, and do. We base every recommendation on what is most advantageous to you given your circumstances, ensuring your best interests are put first.

Empowerment

You can rely on our team to openly share information, resources and opportunities that will educate you, developing your confidence and ability to make sound financial decisions. We empower you to achieve your goals, pursue your passions and enjoy your life without the stress of worrying about your financial well-being.

Partnership

You can rely on the added value of our team’s experience and expertise to guide you through every aspect of your financial plan, from quantifying your dreams to making them come true. We establish an in-depth understanding of your priorities, develop a customized long-term plan for achieving your financial goals, and provide continuous support and accountability.

Our Client Service Offering

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.

NBFWM takes pride in fostering a culture of Excellence in investment, making us the destination of choice for clients. Our qualified professionals are here to help you find a flexible solution that’s in line with your goals. Through financial planning, risk-reward strategies, and diversification, we’ll create a portfolio that’s right for you.  

It’s important to prepare and plan ahead in order to provide yourself with peace of mind and spares your loved ones from a great deal of trouble after your death. Let our team assist you in creating an estate plan to ensure your wishes are met and your assets are protected.  

Trust us to guide you through financial planning. We’ll create a roadmap to ensure your short- and long-term goals are met, prioritize and reflect on what’s important to you (personal and family life, risk tolerance, tax strategies, future expectations), and help you maximizing every dollar you earn – so you can live freely.

Whether planned or not, retirement remains an important stage in the life of our clients. Even if the steps are somewhat the same in both situations, it is the preparation of this change that makes all the difference. As such, accompanying our clients is our duty. To avoid any concerns, it is our responsibility to make retirement a well-prepared goal and a well-lived event.

It’s important to develop tax strategies that make it easier to optimize your investment dollars. We can assist you in making tax-efficient investments by creating custom recommendations based on your personal preferences and your portfolio. In turn, you can reduce tax impacts and do more with your money.

Interested in giving back to the community? – We can make sure you leave a legacy. We’re here to guide you through your philanthropic journey by helping you make donations, decide what you want to accomplish with your charitable giving, determine how/how much you want to give, and select effective charities based on your interests and objectives.

Take care of all your banking needs, like everyday transactions and financing, in one place.

Insurance and annuity solutions are a safety net for you and your family to protect you from the unexpected, no matter the circumstance. Should anything happen to you – we’ll help you keep your family’s financial future on track, transfer your assets, and protect your legacy. 

  1. 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.

  2. 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.

  3. 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.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

Contact us

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