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 services
- Portfolio management
- Budget allocation
- Children studies planning (RESP)
- Retirement planning
- Disabled person planning (RDSP)
- Succession planning
- Fiscal planning
- Personnal and corporate financing
- Personnal insurances
- Private banking
- Philanthropy
- Business transfer
*Some of these services are offered in collaboration with experts approved by National Bank Financial Group.
