Our services

Purpose

• Have a qualified professional manage your investment portfolio.
• Strike a balance between risk and reward.
• Enjoy a flexible solution that stays true to your goals.

Main benefits

• Have a clear plan to achieve your goals.
• Be able to react to the unexpected.
• Achieve the maximum benefits of diversification.
   

_{These services are offered by third party specialists. ₁}

Purpose

• A document outlining your short- and long-term financial goals and the strategies you will use to reach them.
• The plan reflects your personal and family situation, your risk tolerance and future expectations, and includes effective tax strategies.

Main benefits

• Your finances will be in good hands.
• You will enjoy greater peace of mind.
• You will be able to prioritize your projects and make informed decisions.
   

These services are offered by third party specialists. ¹

Purpose

• Document how you want your assets to be distributed after your death.
• Prevent any misunderstandings among your heirs.
• Plan for any situation.

Main benefits

• You will be protected in case of incapacity.
• Your assets will be transferred without conflict.
• Your wishes will be respected.
• You will minimize the tax burden on your estate.

These services are offered by third party specialists.²

Purpose

• It is the development of financial strategies to reduce the impact of taxes on your investments.
• Proposing customized recommendations based on an analysis of your situation and your portfolio.
• It's about doing more with the same money by optimizing your portfolio.

Main benefits

• More money to invest or spend.
• More freedom to achieve your goals.
• Make tax-efficient investments.
   

These services are offered by third party specialists.²

Purpose

• These solutions will ensure your family's financial future should anything happen to you.
• They serve as a cushion to protect you from the unexpected.
• They will help keep your family's plans on track.

Main benefits

• Enjoy a safety net, even if you are not working.
• Transfer your assets and protect your legacy.
• Have peace of mind so you can be at ease.
   

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:

• Everyday transactions
• Financing
• Specific needs
   

Main benefits

• Savings on certain banking solutions.
• Healthcare and legal virtual assistance services.
• Competitive interest rates.

Do you want to give back to the community? Let our team guide you in designing a philanthropic plan.

• Setting up a foundation
• Distribution of donations
• Bequests in a will

We work in collaboration with various directors who can offer you customized business services, regardless of the size of your company. From financing to bank accounts, including group plans for your employees, our experts will offer you advantageous and competitive solutions.

What it is:

• A plan that allows you to save money for the post-secondary education of children related to you;
• Both levels of government contribute to the plan through grants and incentives.

Main advantages:

• A separate account from your other savings for a specific goal: the education of a child dear to you;
• May help reduce your tax bill;
• Flexible investment choices;
• Enhanced growth thanks to government grants and incentives;
• Several possible methods for withdrawing from the account.

What it is:

• A plan that allows you to save money to improve the long-term financial security of a person with a physical or mental disability;
• The Canadian government contributes to the plan through significant grants.

Main advantages:

• A separate account from your other savings for a specific goal: building a financial cushion for a person with a disability;
• May help reduce your tax bill;
• May help avoid disqualification from certain financial assistance programs;
• Flexible investment choices;
• Enhanced growth thanks to government grants and incentives;
• Several possible methods for withdrawing from the account.