Our services

Get answers to all your financial questions from
our dedicated  team of specialists.

Solutions designed to meet your needs

Our expertise is second to none. We will give you peace of mind with our comprehensive financial planning platform, personalized solutions and exceptional service.

Simplifying your life

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.

Our purpose

Our team believes being patient and acquiring high-quality investments are the keys to long-term financial success. Our approach is aligned with National Bank Financial - Wealth Management's commitment to meeting all of our clients' needs. 

Our approach

Whether you are a client or a prospect, and whatever your financial management needs, we are here to offer you personalized support. 

Our team is dedicated to contributing to your financial success. We'll find solutions to help you achieve your goals. 

Our Services

Paul and his team are pleased to offer a wide variety of Financial Services, including but not limited to:

  • Customized investment analysis and review
  • Solutions to protect, preserve, and grow your capital

  • Financial goal setting and investment strategies
  • Succession planning: corporate and personal
  • Managed portfolios
  • Retirement planning and modeling
  • Estate preservation strategies
  • Tax minimization strategies
  • Insurance

  • Complex cash management services
  • Hedging and monetization strategies
  • Structured and guaranteed investments

Contact us

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