Personalized support
Our team is made up of highly qualified investment professionals with many years of experience in wealth management.
We leverage the specific expertise of all our team members to ensure our clients get the best possible financial management advice.
Dedicated to exceeding your expectations
Our objectives
Our mission is to offer you insightful, responsible strategies for managing your assets, aligned with your risk tolerance, to help your investments grow from generation to generation and give you financial peace of mind.
We're committed to discretion, transparency, discipline and integrity.
These values guide our relationships with clients.
What sets us apart
We're here to help you build, protect and manage your wealth.
Our rigorous 3-step process allows us to fully understand your investor profile, needs and develop personalized solutions.
Our unique approach
Trust
The foundation of our commitment and of our client relationships
Structure
How we optimize our approach to managing your wealth
Support
Access to National Bank of Canada's highly qualified experts
Financial video
Available in French only
Honours and distinctions
Our clients greatly appreciate our dedicated advice and support.
We've earned a number of awards under National Bank Financial Wealth Management's Recognition of Excellence Program.
2015 to now - Member of The President's Club
2015 Best Asset Growth award, Regional Winner, South Shore
2013 Excellence in Portfolio Management award, Regional Winner, South Shore
News and articles
