Our services

We help you achieve your unique vision

Our team has the experience and expertise, in addition to having access to a multitude of resources to help you achieve your investment goals and provide you with solutions adapted to the different stages of your life.

We share our knowledge and expertise to assist or connect you with the right expert. Most important, we believe in working together, offering continuous communication throughout the process to successfully achieve your unique vision and provide peace of mind.

Achieving your vision

We offer each of our clients a personalized approach and a customized investment portfolio. We can also recommend complementary financial products and services in order to meet all of your financial needs. To help you achieve your unique vision, we have put together a solid process.

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1. F.I.T. meeting

  • Our F.I.T (Family - Individual – Team work)
  • Your story, your life strategy
  • Expectations
  • Concerns

 

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2. Create plan and solutions

  • Unique to the client
  • Set priorities
  • Wealth management holistic approach
  • Implication of the strategies we proposed
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3. Implement the plan

  • Benefits from our expertise
  • Provided with guidance
  • Proactive
  • Execution
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4. On-going commitment

  • Consistent communication
  • Monitor, adjust and improve
  • Personalized service
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5. Achieve

  • Your unique vision
  • Your expectations
  • Stable business relationship
  • Peace of mind

 

Our wealth management approach

Wealth Management is more than just portfolio management. We work to address and administer a full suite of wealth management solutions for our clients.

Diagram illustrating wealth management services

These services are offered by third party specialists. 1,2,3

Purpose

  • Have a qualified professional manage your investment portfolio.
  • Strike a balance between risk and reward.
  • Enjoy a flexible solution that stays true to your goals.

Main benefits

  • Have a clear plan to achieve your goals.
  • Be able to react to the unexpected.
  • Achieve the maximum benefits of diversification.
     

These services are offered by third party specialists. 

 

Purpose

  • A document drawn up by your wealth advisor outlining your short- and long-term financial goals and the strategies you will use to reach them.
  • The plan reflects your personal and family situation, your risk tolerance and future expectations, and includes effective tax strategies.

 

Main benefits

  • Your finances will be in good hands.
  • You will enjoy greater peace of mind.
  • You will be able to prioritize your projects and make informed decisions.
     

These services are offered by third party specialists. 1

Purpose

  • Document how you want your assets to be distributed after your death.
  • Prevent any misunderstandings among your heirs.
  • Plan for any situation.

 

Main benefits

  • You will be protected in case of incapacity.
  • Your assets will be transferred without conflict.
  • Your wishes will be respected.
  • You will minimize the tax burden on your estate.


These services are offered by third party specialists.2

Purpose

  • It is the development of financial strategies to reduce the impact of taxes on your investments.
  • Proposing customized recommendations based on an analysis of your situation and your portfolio.
  • It's about doing more with the same money by optimizing your portfolio.

 

Main benefits

  • More money to invest or spend.
  • More freedom to achieve your goals.
  • Make tax-efficient investments.
     

These services are offered by third party specialists.2

 

Purpose

  • These solutions will ensure your family's financial future should anything happen to you.
  • They serve as a cushion to protect you from the unexpected.
  • They will help keep your family's plans on track.

 

Main benefits

  • Enjoy a safety net, even if you are not working.
  • Transfer your assets and protect your legacy.
  • Have peace of mind so you can be at ease.
     

These services are offered by third party collaborators.3

As a National Bank Financial—Wealth Management client, you can take care of all your banking in one place:

  • Everyday transactions
  • Financing
  • Specific needs
     

Main benefits

  • Savings on certain banking solutions.
  • Healthcare and legal virtual assistance services.
  • Competitive interest rates.

Do you want to give back to the community? Let our team guide you in designing a philanthropic plan.

  • Setting up a foundation
  • Distribution of donations
  • Bequests in a will

  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

Get contact information for our team members and find out where our offices are.