- 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.
- 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.
- 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.
- Financing solutions are
subject to credit approval by National bank.
- For details and conditions of the offer, please contact your advisor.
Services offered by Patel-Wealth
Our approach
At Patel Wealth, we don’t lead with products—we lead with people. Our approach is relationship-driven, collaborative, and tailored to the complexities of high-net-worth individuals, incorporated professionals, and business owners.
We act as your personal CFO—bringing together tax planning, investments, insurance, and estate strategies into one cohesive plan. Our team works in close partnership with your accountant, lawyer, banker, and other professionals to ensure every decision supports your long-term success and legacy.
Discovery and clarity - We start by understanding your goals, values, family dynamics, and business interests. This deep discovery phase ensures your wealth strategy reflects what truly matters to you.
Integrated strategy development - We design a personalized plan that incorporates investment management, tax-efficient retirement strategies, insurance, lending, and estate considerations—all aligned with your priorities.
Expert collaboration - We work directly with your external advisors (accountants, lawyers, mortgage brokers, etc.) to create a unified, efficient plan—avoiding gaps or duplication across your financial life.
Proactive management - Our team monitors your plan closely, adjusting as life, markets, and legislation evolve. You’ll always know where you stand, and what’s ahead.
Multi-generational stewardship - We help families plan beyond the present—educating the next generation and preparing them to manage inherited wealth with confidence and purpose.
Everything you need in one place
You’ve worked hard to build your wealth. We’re here to help you protect it, grow it, and pass it on.
Investment management
Grow your wealth with a personalized portfolio designed to support your long-term goals, adapt to market changes, and give you peace of mind through all cycles.
Tax-efficient retirement planning
Keep more of what you’ve earned. We help you structure your retirement income to reduce taxes, stretch your savings, and create lasting financial security.
Lending and banking solutions
Free up capital and improve cash flow with smart lending options—without compromising your investment or retirement strategies.
Risk management and insurance
Protect your income, your lifestyle, and your family’s future. We use insurance strategically to reduce financial risk and enhance your estate
Estate and legacy planning
Pass on more than just money. We help you leave a lasting legacy—minimizing taxes, avoiding conflict, and supporting the people and causes that matter to you.
Business succession strategies
Transition your business with clarity and confidence. We help protect its value, support your retirement, and prepare the next generation for success.
Everything starts with a conversation – let’s talk about what’s next for your wealth.
Toolbox
Our useful resources will help you effectively manage and better understand your finances.
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