As your financial needs evolve over time, you 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 you.
Our experienced investment advisors are committed to managing the world's most important investments: yours!
On this site, we invite you to discover the members of our team, our approach to managing your wealth, as well as our diversified service offering and the many solutions available depending on your stage in life.
Every member of the National Bank Financial - Wealth Management team can draw on more than a century of know-how and the resources of one of Canada's largest financial groups. We have both the expertise and the resources to help you build and manage the assets you need to reach your goals.
Our investment advisors offer each of their clients a personalized approach and a customized investment portfolio. They can also recommend complementary financial products and services in order to meet all of their financial needs.
If you have questions or want more information, please do not hesitate to contact us by telephone or by using the contact form.
As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.
We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind.
2022: Report on Business Shook Best in Province - Canada’s Top Wealth Advisors, Quebec region, Emmanuel Moreau
2021: Wealth Management, South Shore
2018: Team of the Year, South Shore
2017: Team of the Year, South Shore