National Bank Financial is a full service wealth management firm and is the 5th largest investment dealer in Canada. The Bank was founded in 1902 and has nearly 1,000 investment advisors and close to 20,000 employees in more than 100 locations across Canada. National Bank Financial has approximately $86 billion in assets under management and over 400,000 individual clients strengthened by strategic associations and numerous acquisitions. These include the most recent Wellington West Capital acquisition and additional assets from HSBC Securities.
National Bank of Canada is one of the largest integrated financial groups in Canada and is widely recognized as a top employer.
We use financial planning and wealth management to engage both families and businesses to take action. By listening to what matters, we define and establish actionable road maps that ensure the successful achievement of client goals over the short, medium and long term.
As we focus more on life goals rather than just retirement, the result of the plans we put in place can be seen in different dimensions. We believe that commitment to a plan and continual open communication is the basis for success.
We know that what we say works. We provide comprehensive family advice up to and through retirement (children, parents and grand-parents.) We practice and believe what we preach and have references to prove it. We are confident in our service. We believe in creating ways to empower you to achieve your goals and to achieve financial peace of mind.
Sharing passions, dreams and goals is the first step in achieving what matters to you. We believe that setting and prioritizing various and often competing financial goals over your lifetime is the key to success. Achieving your goals requires encouragement, honesty, hard work and continual support. Following a well thought out plan creates discipline leading to wealth creation and ultimately the connection between you and your dreams.
Financial life is like a road. Without a map we can still get somewhere; but with a map, our path is clearly set out and this creates peace of mind. However, the road to achieving goals can be rocky. When needed, we are able to help you take the road less travelled. We see diversified, balanced strategies (portfolios and plans) as critical in achieving your long-term success.
We care about you, your family and what matters most to you. By communicating proactively, we stay on top of changes. We are efficient in what we do. We provide quality expertise and have the success stories to prove it.
By working with us, you become engaged and committed. We learn where you want to go and get an understanding of the obstacles in your way. We create a client experience that allows you to sleep well at night by outlining a clear framework with your goals at the forefront. You take action by working with us to develop a customized financial plan. We establish benchmarks to show that you are making progress and your plan gets reviewed regularly. We provide you with all the tools and expertise needed to empower you so you feel in control of your finances.
Our services are about much more than making investments profitable. The real value we provide is in the results. Our team is all about helping you make your dreams become reality.
Our advice, support and dedication are greatly appreciated by all of our clients.
Indeed, you can always count on: