Our services

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

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. 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. 

Our Process

Potential clients receive:

• A comprehensive initial consultation
• An in-depth assessment of your current situation
• A prioritized listing of issues needing to be addressed
• Our proposed Plan of Action

Clients receive:

• Continuous monitoring of investment portfolios supported by award winning research
• Regular contact to review and update your financial plan and investment portfolio
• Disciplined risk management incorporated into their customized investment strategy
• Access to individualized retirement, insurance& estate planning services

National Bank Financial offers a large variety of account types and fee arrangements and there is a solution for every individual.
• Discretionary Private Wealth Management
• Private Portfolios
• Exchange Traded Funds and Mutual Funds
• Individual stocks, bonds & GIC’s
• Retirement Planning
• Hedge Funds & Alternative Investments
• New Issues
• Insurance and Estate Planning

Contact us

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