- 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.
Ruiz Wealth Advisory | National Bank Financial Wealth Management
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Client testimonials
Mario has provided excellent advice for ensuring my retirement is a balance of fun spending and security. He is a clear communicator, even for those of us not so familiar with financial planning lingo. He checks in regularly about how things are going and has offered support and services regarding estate planning. Most of all, he is personable and listens well.
Tracy W.
I appreciate how you go beyond just investments and help me stay organized with my financial affairs. There are so many things to keep track of. You are a life saver! I am deeply thankful for the professional and caring team at National Bank Financial and all they do for me and my family.
Deb G
I appreciate your uncomplicated way of explaining my financial strategy and advice on the pros and cons of different scenarios.
Thank You -
Judy B
Ranked #1, 2 years in a row
For Advised Investor Satisfaction according to the J.D. Power 2025 Canada Investor Satisfaction Study.
