Smart accumulation will leave you rich with options, so we start there — managing your savings efficiently and minimizing your tax losses. There’s a lot that can be done to hold on to the fruits of your labour.
With a tailored plan and a holistic perspective, we’ll define what you’ll need to maintain your lifestyle and realize your goals, and we’ll engage techniques that consolidate and unbind your wealth.
As a fiduciary, we’re bound ethically and legally to put your interests first. You’ll never have to question the reasons for our advice, and we’ll always be transparent about your choices.
Several factors must be considered before selecting an investment solution or vehicle. We will help you choose the appropriate investment solution and ensure your assets are diversified according to your goals, your priorities, your investment horizon, and your risk tolerance.
We are a full-service investment dealer meaning we can help you reach your goals by drawing on the full range of investment vehicles, including:
Our services can be tailored to your degree of knowledge and comfort with investing. Management of your portfolio can be delegated, in whole or in part, or you can play an active role. We’ll help you meet these demands and proactively pursue the future you want.
Certain services are offered by third party specialists. *1, 2, 3
Purpose
Main benefits
These services are offered by third party specialists. ₁
Purpose
Main benefits
These services are offered by third party specialists. 1
Purpose
Main benefits
These services are offered by third party specialists.2
Purpose
Main benefits
These services are offered by third party specialists.2
Purpose
Main benefits
These services are offered by third party collaborators.3
Wealth management - Banking-offer | Exclusive benefits
As a National Bank Financial—Wealth Management client, you can take care of all your banking in one place:
Main benefits
Do you want to give back to the community? Let our team guide you in designing a philanthropic plan.
Financial markets offer individual investors enormous growth potential. However, they tend to be complex and require a considerable commitment of time.
That’s why a growing number of individuals are entrusting the daily management of their investments to professional managers who make thoughtful decisions for their clients – without having to consult them each time – and report regularly on how their investments are performing. There are many advantages to this discretionary approach.
Whenever you invest assets in a National Bank Financial Basket, that part of your portfolio is under discretionary management, and is administered in your best interests by reputable managers. Still, you’ve probably never met these managers.
Which is where the Advisor Basket comes in. It eliminates the distance between you and the person managing your money, bringing him or her into real contact with your personal situation. In short, it puts a human face on discretionary management. A face you recognize. Because when you choose an Advisor Basket, your investments are managed by the person you know best: your own Wealth Advisor.
It is not always easy to find straightforward, personalized advice on managing your wealth with clearly identified management fees. Our myWEALTH program offers exactly that! It also enables your advisor to incorporate every aspect of wealth management into a comprehensive service offering.
This program replaces the conventional per-transaction, commission-basedway of paying for advice and transaction execution with a fee schedule using a predetermined rate that is transparent, predictable and tailored to yourspecific needs.
You can choose from two approaches:
Insurance can help protect your family from the unexpected and maximize your estate for the enjoyment of your heirs. Working with NBF Financial Services, we can customize a solution specific to your needs, including:
