Team Arbour

Support at every step

For our team, wealth management goes far beyond numbers. We support families with every aspect of their finances, putting in place sustainable solutions tailored to their goals.

We take a holistic approach, ensuring that we fully understand your needs and goals so that we can recommend personalized strategies that will stand the test of time.

Book an appointment with David

Support at every step

For our team, wealth management goes far beyond numbers. We support families with every aspect of their finances, putting in place sustainable solutions tailored to their goals.

We take a holistic approach, ensuring that we fully understand your needs and goals so that we can recommend personalized strategies that will stand the test of time.

Book an appointment with David

Whether you need financial planning projections, portfolio management or tailored banking solutions, you can rely on our team’s comprehensive expertise.

Our mission is simple: to give you peace of mind by ensuring that every decision builds a stronger future for you and your family. Our transparent, proactive and people-focused approach can help turn your ambitions into reality.

Meet our team

Our clients

We can help you plan every step of your financial life: preparing for retirement, financing your children’s education, protecting your wealth and optimizing your tax situation.

Image of two professionals, a man and a woman talking while looking at an electronic tablet.

We support real estate investors who are thinking of selling all or part of their real estate portfolio and want to do so in a thoughtful, well-structured manner.

Selling real estate is often a significant turning point: preparing for retirement, dealing with major tax considerations or restructuring your wealth as part of your estate planning strategy.

Our role is to help you plan this transition so that the sale of your real estate assets becomes part of a broader financial strategy that is optimized and aligned with your long-term goals.

Photo of a business owner in the door frame of his store. The window also shows a few products for sale.

We help business owners stay focused on what they do best: managing day-to-day operations, growing their business and seizing opportunities.

Meanwhile, we make sure that your investments are working effectively and remain aligned with your overall financial situation.

Our role is to manage and coordinate your investments while taking into account the realities specific to business owners: variable income, excess liquidity, tax considerations, incorporation and long-term goals.

Deux retraités un homme et une femme noirs prenant une marche sur un sentier en pleine nature.

We support people approaching retirement who want to ensure everything is in place before they slow down, leave the workforce and move into a new stage of life.

This stage often raises important questions: when to begin drawing down your assets, which assets to use first, how to convert savings into stable income and how to reduce long-term risk.

Our role is to help you implement a structured withdrawal plan integrated into a broader investment strategy tailored to your circumstances.

While you focus on enjoying this next chapter, our team ensures that your wealth is managed in a consistent, tax-efficient manner that aligns with your long-term goals.

A complete wealth management solution

Your financial situation is about more than investments. That’s why I offer a complete solution, supported by a multidisciplinary team.

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Financial planning

Mortgage support

Private banking

Estate planning

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Financial security and insurance

Private concierge service

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Tax planning

Every aspect of your wealth is managed with care to provide peace of mind and lasting performance.

Explore our services

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.

FAQ

Quickly find answers to your questions.

Managing your wealth is about more than just choosing investments: it’s about anticipating, structuring and making informed decisions to achieve your financial goals. An advisor brings expertise that creates real value, in terms of both returns and peace of mind.

Research shows that working with a professional advisor can significantly improve overall performance, thanks to a consistent strategy, a disciplined investment approach and effective tax planning. Beyond the numbers, an advisor also plays an important behavioural role, helping you avoid impulsive reactions to market volatility and stay focused on your long-term goals.

This approach is reflected in the results: households that work with an advisor accumulate, on average, two to three times more assets than those who invest on their own. In addition, 72% of Canadians say that they feel less stressed and better prepared when they have professional support.

An advisor is much more than a financial expert: they are a strategic partner in securing your future and that of your family.

We offer a comprehensive range of services, including financial planning projections, portfolio management, banking solutions, estate planning and tax planning. Our personalized approach ensures that your strategies are tailored to your circumstances and ambitions. Our team provides proactive, people-focused guidance to help secure your future and that of your family.

Our portfolio management approach is inspired by the practices of large institutional pension funds. We build diversified portfolios that combine equities, fixed income securities and real assets to create resilient solutions adapted to a range of economic cycles.