Our services

Get answers to all your financial questions from
our dedicated team of specialists.

Solutions designed to meet your needs

Whatever your short or long-term financial goals are, we can help.

We offer a comprehensive suite of wealth management services. From tax strategies to estate planning, our team has the experience to bring your goals to life and the network to access experts in all fields of financial planning. 

These services are offered by third party specialists. 1, 2, 3

Wealth and Asset Management

This is your financial roadmap. Your plan will reflect what you value most: your goals, your risk tolerance, and your future expectations.1

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

Trust and Corporate Structures

We can set up the right Canadian and International structures so that your assets are protected. 1

As a National Bank Financial—Wealth Management client, you can take care of all your banking in one place:

  • Everyday transactions
  • Financing
  • Specific needs

Tax Advantaged Investment Strategies

We will develop financial strategies to reduce the impact of taxes on your investments that is grounded in your personal situation and financial portfolio.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

Insurance and Estate Guidance

Through insurance strategies and estate planning we can give you the peace of mind that your family will be taken care of should anything happen to you. 2, 3

Purpose

  • Document how you want your assets to be distributed after your death.
  • Prevent any misunderstandings among your heirs.
  • 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.
  • Main benefits
  • Your assets will be transferred without conflict and will protect your legacy.
  • Enjoy a safety net, even if you are not working.
  • You will minimize the tax burden on your estate.

 

These services are offered by third party collaborators 3 specialists.2

Institutional Investment Strategies

We can help you set up a foundation to fund philanthropic endeavours as well as manage current institutional portfolios.

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

  1. 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.

  2. 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.

  3. 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.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

Contact us

Get contact information for our team members and find out where our offices are.