Our services

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

Our Focus

We value the long term, trusted relationships we have with all of our clients. Our greatest offering is arguably not a product or a service; it’s providing you with peace-of-mind!

We believe success in investing is achieved primarily through staying disciplined and being firmly committed to “tried and tested” investment practices that have proven to work through countless market cycles.

Inspiring Confidence in Uncertain Times!

Our Promise

We will take the time to fully understand your needs and manage your expectations.

We will listen to your needs; goals and concerns

We will only make recommendations once we fully understand your situation.

We will always explain our recommendations in a simple, clear way.

We will set regular meetings to review performance and discuss future opportunities.

We will always be available by phone, email or in person.

We will measure your investment performance against your personalized goals.

We will educate you on strategies that will capture opportunity and manage risk.

Our Personalized Approach

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1. Understand your needs

  • Understand your financial goals, potential obstacles and preferences
  • Gather relevant documentation
  • We treat your personal information with strict confidentiality and care
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2. Plan

  • Develop a plan
  • Determine customized asset mix
  • Identify impact of transition from existing portfolio (taxation, cost and income)
  • Provide transition schedule to new customized portfolio
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3. Act

  • Phase in the investment recommendations to construct personalized portfolio
  • Identify other risks or opportunities beyond investing based on your financial plan
  • Develop income plan while coordinating layers of income sources (CPP, OAS, Personal Pension, RRSP, RRIF,TFSA, Investments, other)
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4. Monitor and adapt

  • Monitor progress of plan
  • Rebalance asset mix of portfolio when necessary
  • Educate you of new relevant ideas and strategies
  • Update financial plan as needed (i.e.. approach retirement phase)
  • Coordinate and Implement complimentary wealth management strategies (taxation, wills, estate planning, insurance, next generation planning)

Our Expertise

These services are offered by third party specialists. 1, 2, 3


  • Have a qualified professional manage your investment portfolio.
  • Strike a balance between risk and reward.
  • Enjoy a flexible solution that stays true to your goals.

Main benefits

  • Have a clear plan to achieve your goals.
  • Be able to react to the unexpected.
  • Achieve the maximum benefits of diversification.

These services are offered by third party specialists. 



  • A document outlining your short- and long-term financial goals and the strategies you will use to reach them.
  • The plan reflects your personal and family situation, your risk tolerance and future expectations, and includes effective tax strategies.


Main benefits

  • Your finances will be in good hands.
  • You will enjoy greater peace of mind.
  • You will be able to prioritize your projects and make informed decisions.

These services are offered by third party specialists. 1


  • Document how you want your assets to be distributed after your death.
  • Prevent any misunderstandings among your heirs.
  • Plan for any situation.


Main benefits

  • You will be protected in case of incapacity.
  • Your assets will be transferred without conflict.
  • Your wishes will be respected.
  • You will minimize the tax burden on your estate.

These services are offered by third party specialists.2


  • It is the development of financial strategies to reduce the impact of taxes on your investments.
  • Proposing customized recommendations based on an analysis of your situation and your portfolio.
  • It's about doing more with the same money by optimizing your portfolio.


Main benefits

  • More money to invest or spend.
  • More freedom to achieve your goals.
  • Make tax-efficient investments.

These services are offered by third party specialists.2



  • These solutions will ensure your family's financial future should anything happen to you.
  • They serve as a cushion to protect you from the unexpected.
  • They will help keep your family's plans on track.


Main benefits

  • Enjoy a safety net, even if you are not working.
  • Transfer your assets and protect your legacy.
  • Have peace of mind so you can be at ease.

These services are offered by third party collaborators.3

As a National Bank Financial—Wealth Management client, you can take care of all your banking in one place:

  • Everyday transactions
  • Financing
  • Specific needs

Main benefits

  • Savings on certain banking solutions.
  • Healthcare and legal virtual assistance services.
  • Competitive interest rates.

Do you want to give back to the community? Let our team guide you in designing a philanthropic plan.

  • Setting up a foundation
  • Distribution of donations
  • Bequests in a will

  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