Wealth Management, Portfolio Management and more | National Bank Financial

Our role is to know you well and understand your needs

As wealth managers, we ...

The management of your assets requires a comprehensive, multi-pronged approach. Our multidisciplinary team has been working in the industry for more than a quarter century and we are surrounded by professionals whose expertise complements our own.

wish to be your first contact for all aspects of your financial plan (investments, loans, taxation, financial security, succession, etc.);
work as a team with our colleagues in related fields (insurance, mortgages, estate planning, trust services, etc.);
filter the wide range of available investments to select the optimal combination for you; promote capital protection by investing in quality and diversified securities;
Structure your portfolio to meet your objectives by controlling the level of risk and rebalancing it periodically;
Help you develop good financial habits so that you can achieve the financial peace of mind you desire.

Helping you and your family

Advantageous family pricing

Our wealth management consulting platform "my Wealth" offers you optimal pricing by taking into account the consolidated billable assets of your family. Everyone wins while respecting the confidentiality of your information.

Diversified and sophisticated investment management

Our independent selection of investment vehicles, our discpline and our objectivity allow us to build robust portfolios that offer protection and growth of your capital. By delegating day-to-day decision making to us, our management becomes more agile and allows us to seize opportunities when they arise while keeping a cool head during turbulent times. In this regard, it is good to remember that...

"the reed bends but does not break"!

- Jean de La Fontaine, The Fables of La Fontaine, The Oak and the Reed

Wealth Management is everyone's business

Wealth management involves making your assets grow, but also organizing them to anticipate the different stages of your life: wedding/common life, birth of a child, change of job, divorce, retirement, death, etc. You are unique and so are your projects, your aspirations and the management of your wealth, which is why our multidisciplinary team offers personalized solutions to each of its clients. We accompany our clients and their families one financial decision at a time, throughout their lives.