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Portfolio management consists in investing your assets in a way that seeks to grow your financial wealth over time, or to reach specific financial objectives in order to carry out future projects. It can be done over different time horizons and must take into account your cash flow needs and the tax impact of your decisions.
Good financial planning includes a comprehensive and objective analysis of your financial situation* as well as an action plan and recommendations that can help you enhance your wealth and achieve a certain level of financial independence.
Capital gains and investment income are taxed differently depending on the investment product you use. With good planning, you can ensure you choose investment vehicles that reflect your tax situation so that you can grow your wealth more efficiently. Your advisor can refer you to a professionnal.
To ensure that your wishes are respected, it is crucial to have an estate plan and an up-to-date will. Your advisor can refer you to professionals you can trust to establish an effective estate strategy.
National Bank Financial – Wealth advisors have access to the complete line of National Bank’s banking solutions. Whether you’re looking for a solution for your everyday transactions, your financing needs or any other particular need you may have, we can help.
It is crucial to see to your financial security and that of your family today in order to avoid financial problems in the event of death, illness or disability later on. To ensure that you have the right coverage, your advisor will guide you to an expert who will help define your needs by assessing in your potential risks.