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.
Our philosophy
Our business principles
The right partner for your financial success
By choosing the Vinet Group of National Bank Financial – Wealth Management as a partner towards your financial success, you can count on receiving expert, unbiased advice to help you make the right decisions.
Our wealth advisors can help you properly diversify your portfolio and identify solutions that meet your needs, objectives, and risk tolerance.
A service pledge
From the outset of our relationship, you will benefit from the support of a wealth advisor to help you manage your assets. Together, we will determine your objectives and investor profile by looking at what you want to do with your money and the time horizon for doing so.
The customer at the center of our priorities
Our advisors are professionals with solid credentials and relevant industry experience. With their help, you will gain access to a wide range of products created to meet your needs, based on your financial objectives.
Clear communication and first-rate services
By working with an advisor, you can be sure your wealth is being closely monitored. We will undertake a regular rebalancing of your portfolio and will be contacting you regularly to take stock.
