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. 

Products & Services

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
  • your risk tolerance

National Bank Financial –Wealth Management is a full-service investment dealer. This means that, to help you reach your goals, our team can draw on the full range of investment vehicles, including: 

  • money market securities short-term GICs, Treasury bills, etc.
  • fixed-income securities longer-term GICs, bonds, strip coupons, preferred shares, etc.
  • equities common shares, warrants, rights, etc.
  • derivatives options, futures, etc.
  • structured products principal-protected notes, etc.
  • mutual funds
  • discretionary portfolio management products

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.

Investment Solutions

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 Investment 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:

  • myWEALTH - Advisory: We supply unbiased advice and make recommendations on managing your wealth and then implement the decisions you ultimately make. 
  • myWEALTH - Managed: You give a mandate to your professional portfolio manager who, in line with your investor profile, restrictions, constraints and investment objectives, will handle all of the necessary decisions involved in the day-to-day management of your portfolio on your behalf.

Wealth Protection

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:

  • Preserving your wealth for future generations.
  • Finding tax shelters for your valuable family assets
  • Preventing loss of income due to illness
  • Providing a sound succession plan for your business

Insurance products are offered through NBF Financial Services by licensed insurance agents. NBF Financial Services is a wholly owned subsidiary of National Bank Financial. The information herein is provided for information purposes only and is not intended to give specific tax advice. Please consult your tax advisor to find out which strategies suit your tax situation. National Bank Financial has taken the necessary measures to ensure the quality and accuracy of the information contained herein. It does not, however, guarantee that the information is accurate or complete, and it creates no legal or contractual obligation on the part of National Bank Financial.

Insurance products and solutions are provided by NBF Financial Services (NBFFS).  NBFFS is not a Member of the Canadian Investor Protection Fund (CIPF).  Therefore insurance products are not protected by the CIPF.

Contact us

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

 

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