Our services

Benefit from the expertise of a dedicated team of
specialists for all your financial questions.

Solutions designed to meet your needs

We are experts in the wealth management field and our efficiency is second to none. We are committed to providing you with the peace of mind you desire through a comprehensive planning platform, customised financial solutions and exceptional service.

We’re here to simplify your life

For over 30 years, our family team has been helping you make informed financial decisions in a simple and accessible way.

Our wide range of services allows us to tailor our recommendations to fit each profile and to find, together, a solution for you and the management of your wealth.


Our global expertise at your service

Portfolio management is an important and indispensable tool for optimising your financial assets. We also strongly believe that a comprehensive approach is equally essential and successful.

There are a wide range of products and services on offer to assist with your wealth management. We strive to manage and provide our clients with a complete range of tailored solutions.

Process and services

Optimising your investment strategy

  • We recommend a combination of asset management, to maximise the risk/return ratio of the portfolio, and passive management. This has the advantage of lower transaction costs and close tracking of a stock market index.

Benefit from a full range of investment vehicles, coupled with optimised tax treatment

  • Geographic diversification through investments in high-quality Canadian, U.S. and global securities offer a steady dividend and promising long-term growth potential.
  • A variety of investments at the sector level, including: money market, fixed income, equities, mutual funds and exchange traded funds. ¹

Planning for you and your loved ones

  • A process to define and manage the terms of your estate through a variety of tools depending on your situation and needs: establishment of general power of attorney and delegation of authority, updating of wills, trust administration and fiduciary expertise.

Passing on your legacy

  • Optimization and tax planning of the transfer of your estate through various strategies: recommendation of donations and philanthropic formulas related to your passions, efficient use of life insurance, consulting expertise in estate administration. ²

Planning to achieve your dreams

  • A structured approach, whether you are a business or an individual, to build a financial action plan to achieve your life goals.
  • An evaluation of your current and future financial situation, in collaboration with our experts, who will analyse your assets, income and expenses, enabling us to determine the strategies to be implemented. ¹

Optimising the taxation of your investments

  • Rely on fixed income investments in registered plans.
  • Focus on investing in growth securities in non-registered accounts, corporations and trusts because of their favourable tax treatment.

Discover strategies to reduce your tax burden

  • Develop customized strategies based on your financial situation to reduce the impact of taxes on your investments.
  • The goal: to do more with the same money by optimizing your portfolio. ²

Contribute to the general welfare of the community

  • A tax framework to support the arts, health, education or any other cause of one's choice.
  • An individual citizen's contribution is offset by a tax break.

Determining the right philanthropic formula

  • Donation to a recognized charity.
  • Using a public or private foundation to structure a lasting contribution to one or more charities.

Benefit from the exclusive privileges of the National Bank's banking offer

  • Banking solutions, financing, mortgage, travel benefits and medical assistance services.
  • The most competitive fixed monthly service fees.

Anticipating financial losses due to life's unexpected events

  • An appropriate product to manage situations of death, disability, serious illness or loss of independence.
  • An analysis of your insurance portfolio, in collaboration with our specialists, will enable us to offer you a detailed solution adapted to your situation. ³

  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

Our team members are there for you. Contact us directly at