We work with you on a consultative basis. This allows us to uncover
your true financial needs and goals, to craft a long-range wealth
management plan that will meet your goals, and to build an ongoing
relationship with you that ensures that your needs continue to be met
as they change over time.
From your first conversation, we start bringing every piece of your financial life into one, consolidated place. Every account, and every loose end, brought together for you to see clearly.
As you go through life and your situation changes, your expectations and financial goals will evolve. Our team guides you every step of the way and calls on specialists from various areas to make personalized recommendations and help you achieve your goals.
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.
Our useful resources will help you effectively manage and better understand your finances.
Yes!
A fiduciary is a professional who is legally and ethically obligated to act in your best interest. This duty requires us to prioritize our clients' financial well-being above our own interests or those of the firm. By adhering to this standard, we provide unbiased advice and recommendations tailored to our clients' specific needs and goals. Portfolio Managers (PMs) and Chartered Financial Analysts (CFAs) are fiduciary advisors.
While we don’t have strict minimums, our services are designed for families that have $1M or more in investible assets. We work with only select clients for whom we can have a tremendous impact. If we are not the right advisory team, we’d be more than happy to refer you to one that is.
Absolutely. Our clients live in 7 provinces, 1 territory, and several US states.
We will take the time to learn about you, your unique financial picture, as well as your reason for investing. We will ask you detailed questions about your immediate needs, short- and long-term goals, and risk tolerance, and plan accordingly.
Communication is key in a financial advisor-client relationship. We offers regular updates through meetings, phone calls, emails, and sometimes newsletters. The frequency of communication can vary based on your needs and preferences, but it is important to establish a clear communication plan from the outset.
Our team of advisors have 60 years of professional experience helping families achieve their financial goals. We are licensed as Portfolio Managers and have the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations.
Our investment management is guided by your investment plan, which has been tailored with you to ensure we achieve your financial goals and objectives. Helping you stay committed to your asset allocation strategy and remain invested in the markets increases the probability of meeting their goals. We do this by rebalancing your investments so that they remain aligned with your investment plan. We can provide the discipline to rebalance when it is needed most.
