Our services: wealth management, portfolio management and more | National Bank Financial

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 purpose

Our team believes being patient and acquiring high-quality investments are the keys to long-term financial success.

Your wealth's global vision

Investment Policy with annual review
Individual meetings
Regular phone calls
Availability at all times for questions, problems or needs
Custom reports and statements
Economic and Financial information
Transparency
Supportive customer servie
Competitive pricing
Collaboration with your other specialist (Accountant, notaries, etc.)

''A personalized service''

What does wealth management include?

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Services-offerts-en

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.

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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 values

Each member of our team places at the heart of our business practice a set of values, which include professionalism, integrity, honesty, respect and empathy.

These values are reflected in our work, guide our daily actions and decisions and promote the development of positive and lasting relationships with you, your loved ones and with your other wealth management specialists.

A commitment to excellence is the cornerstone of our team.

Our mission: To support you in achieving your financial goals throughout your life and beyond!

Our convictions

Provide you with top-quality advice to help you achieve your most important financial goals while upholding the highest standards of ethics, integrity and professionalism.
We know that being listened to and understood is a fundamental need. Our solutions are proposed and presented with integrity, that is to say with their advantages and their limits.
Beyond the management of your assets, we support you throughout the evolution of your life, meaning we are there during good times and bad times.
We believe in the importance of a business relationship based on partnership and the sharing of a common vision.
We believe that in an environment where risks and emotions are present, it is necessary to have a proven process and a rigorous methodology.
We believe in the need for portfolio diversification.
We believe that efficient use of multiple managers maximizes the risk-return relationship.
We believe that transparency is essential in any business relationship.
We know that the growth of assets leads to an exponential increase in the complexity of solutions.
We believe that portfolio management must be accompanied by a highly specialized, professional and personalized service.
We are convinced that by educating our clients, we reduce the risks associated with behavioral finance and therefore increase the probability of returns
We believe that good planing provides peace of mind, financial health and the achievement of goals

Two persons on two sleds pulled by dogs in the snow.

Our driving principles

Estate protection - Our first concern for you.

Diversification of assets - The cornerstone for managing your portfolio.

The assurance of having the right modus operanti. - For your well-being and comfort.

A long-term business relationship - Your best chance for success.

Transparency - Essential for building a solid business relationship.

Mutual trust - A catalyst for engagement.

A group of people dressed in red standing together representing union and community.

Our involvement in the community

Our team has always made it a point to get involved and give back to the community; whether it be through financial support or by investing our time.

For more information

Our extensive network includes nearly 100 points of service across the country, from Halifax to Victoria. Over the years, the FENBB has forged lasting relationships with Canadian families, acting as a financial partner for successive generations.

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.
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.
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.
Financing solutions are subject to credit approval by National bank.
For details and conditions of the offer, please contact your advisor.