Our Firm | National Bank Financial

A financial partner for Canadian families

Since 1902, we have been building lasting relationships with Canadian families. NBFWM’s mission is to help our clients manage their wealth from generation to generation. Our network includes over 850 wealth advisors at 100 branches across Canada—from Victoria to Halifax.

Our experts offer personalized service to help you realize your life goals.

A strong partner

$1 billion
in revenue per year

More than $170 billion in assets
under management

29% Market share
in Quebec

9% Market share
in Canada

Ranked #1, 2 years in a row

For Advised Investor Satisfaction according to the J.D. Power 2025 Canada Investor Satisfaction Study.

Keep up with financial news

Read articles written by our experts for the latest economic news. Our reliable, well-respected publications will help you achieve your financial goals and make informed choices.

For clear and concise information on the state of the global economy, see our quarterly investment strategy publication.

About National Bank of Canada

One of Canada's leading financial institutions

We build on the outstanding reputation of our parent company. With $424 billion in assets as at October 31, 2023, National Bank of Canada, together with its subsidiaries, forms one of Canada's leading integrated financial services groups. It has more than 31,243 employees in knowledge-intensive positions and has been recognized numerous times as a top employer and for its commitment to diversity. Its securities are listed on the Toronto Stock Exchange (TSX: NA). Follow the Bank's activities at nbc.ca, through our News Room or via social media such as Facebook, LinkedIn and Twitter.

*National Bank Financial-Wealth Management is ranked fifth among full-service brokers in Canada in terms of assets under management, according to Investor Economics (March 2019).

National Bank Financial received the highest score in the J.D. Power 2024 Canada Full-Service Investor Satisfaction Study and in the advised segment of the J.D. Power 2025 Canada Investor Satisfaction Studies, which measures the satisfaction of investors who may engage with any financial advisor(s). For J.D. Power award information, visit jdpower.com/awards.