Our services

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

Solutions designed to meet your needs

Our Fees:

$250,000-$500,000:

$500,000-$1,000,000:

$1,000,000-$2,000,000 

$2,000,001 and up:

1.35%

1.25%

1.05%

0.95%

*Minimum account value per individual client $250,000.

Bringing our SWAN Process Together

  • Getting to know you
  • Developing your Plan
  • Providing understanding
  • Trust and Honesty
  • We put your interests first
  • Sleep Well At Night

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 of our clients' needs. 

Our approach

Whether you are a client or a prospect, and whatever your financial management needs, we are here to offer you personalized support. 

Our team is dedicated to contributing to your financial success. We'll find solutions to help you achieve your goals. 

Contact us

Our team members are there for you. Contact us directly at

 

Phone picto

1-403-531-8442 

Katlyn Irvine