Our services

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

Solutions designed to meet your needs

Our expertise is second to none. We will give you peace of mind with our comprehensive financial planning platform, personalized solutions, and exceptional service

Simplifying your life

Our specialty: Making it easier for you to manage your finances, no matter what your needs, goals or situation are.

Our wide range of services allows us to tailor our recommendations to each profile and work together to find the best solution for you.

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Your personalized support

Our team is made up of highly qualified investment professionals with many years of experience in wealth management. We leverage the expertise of all team members to ensure our clients get the best possible financial management advice.

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Our purpose

Our team believes being patient and acquiring high-quality investments are the keys to long -term financial success. Our approach is aligned with National Bank Financial Wealth Management’s commitment to meeting all our client’s needs

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Our approach

Whether you are a client or a prospect, and whatever your financial management needs, we are here to offer you personalized support. We use up to date, and innovative solutions to help you achieve your goals.

What can we offer you

We offer following comprehensive services:

  • Portfolio construction
  • Financial planning ¹
  • Estate planning ²
  • Tax planning ²

Along with up-to-date options, products, and plans to help build an investment portfolio that meets your financial objectives including but not limited to:

  • Stocks and Bonds
  • Structured notes
  • GIC’s
  • Exchange traded funds
  • Margin and cash accounts
  • Registered plans – RRSP, TFSA, RESP, RIF, RDSP, LIRA, LIF

  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