Our services

Investment management. Financial planning. Estate planning.

Solutions designed to meet your needs

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 approach

Throughout our relationship, our team listens to your needs. We tailor our recommendations to your situation and ensure that we propose the solutions that best suit you.

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1. Understand your needs

  • We take the time to get to know you.
  • We undertake a detailed analysis of your current situation.
  • We understand your needs and concerns to help you set objectives and priorities. 
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2. Plan

  • We recommend solutions that are tailored to your needs and establish an action plan with your priorities in mind.
  • We design a personalized plan for your retirement.
  • We assist you in your decision making regarding estate planning and settlement.
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3. Implement the plan

  • We build your investment portfolio and implement the adopted strategies.
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4. Periodic monitoring

  • We monitor changes in your personal, financial and economic situation, to ensure the proposed solutions continue to suit your objectives.

Our services

As you go through life and your situation changes, your expectations and financial goals will evolve. Our team guides you every step of the way and calls on specialists from various areas to make personalized recommendations and help you achieve your goals.

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

Purpose

  • 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. ₁

 

Purpose

  • 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

Purpose

  • 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

Purpose

  • 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

 

Purpose

  • 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

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.

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Toolbox

Our useful resources will help you effectively manage and better understand your finances.

Understanding your statements

Understanding online services

Budget tool

Understanding tax slips

Tax and Investment Guide – Canada (excluding Quebec)

Tax and Investment Guide – Quebec

  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

 

See our contact details
Phone picto

514-390-3339

Email picto

francis.vinet@nbc.ca