Personalized support
Our team is made up of highly qualified investment professionals with many years of experience in wealth management.
We leverage the expertise of all team members to ensure our clients get the best possible financial management advice.
Discover our company
Our purpose
Our objectives
As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.
Our values
We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind.
What makes us stand out
Our clients greatly appreciate our dedicated advice and support.
You can always count on:
- Our commitment to helping you achieve your goals
- Our approach
- Our integrity
- Our professionalism
- Our transparency about the compensation we receive
Welcome
As your financial needs evolve over time, you will need different
solutions depending on your stage in life. This is especially
important when you want to build the financial wealth needed to carry
out the projects that matter most to you. We understand this and can
help.
As a member of the National Bank Financial – Wealth Management team,
we can draw on more than a century of know-how and are backed by one
of Canada’s largest financial groups. We have both the expertise and
the resources to help you build and manage the assets you need to
reach your goals.
We offer each of our clients a personalized approach and a
customized investment portfolio. We can also recommend complementary
financial products and services in order to meet all of your financial
needs.
Why is National Bank Financial – Wealth Management good for clients? We have:
- a very supportive environment for advisors, which means the needs of clients come first.
- accountability to clients to ensure they are on track to meet their financial goals.
- mobile wealth management specialists who are able to meet clients at their convenience.
- an accessible and responsive management team that will solve client issues; less bureaucracy and more support.
- the ability to maximize advisor performance through state of the art technology, top-ranked research capabilities, and an extensive product offering which translates into exceptional service and advice for clients.
- a comprehensive, holistic Wealth Management platform for clients in every life cycle.
- innovative discretionary portfolio management services and private portfolios unique to the industry that provide greater efficiency in helping clients achieve their objectives.
If you have questions or want more information, please do not hesitate to contact us.
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