Welcome to our next chapter

“We’re thrilled to officially welcome you to National Bank Financial Wealth Management! We’re excited about our next chapter, and to embark on a shared mission of creating a positive impact on people’s lives. On your life.

As your relationship with National Bank Financial Wealth Management begins, I’d like to share my thoughts and hopes with you, and why I’m excited about this next chapter.

As a coast-to-coast firm, we understand that every region, advisor, and client is unique. For us, wealth management goes far beyond numbers and formulas — it’s not as simple as 4 + 4 = 8. Money is deeply personal and emotional. Each individual we have the privilege to work with has a unique relationship with money shaped by values, experiences, family, community, and life goals. Our role is to help you achieve those goals and answer the timeless question: Am I okay?

At National Bank Financial Wealth Management, we’re proud to have been ranked #1 by J.D. Power for Advised Investor Satisfaction for two consecutive years (2024 and 2025). This achievement reflects our commitment to empowering advisors with the strength of a well-established bank while giving them the independence to think creatively and deliver personalized solutions. We call this the best of both worlds — and it’s what sets us apart

If you’re looking for your advisor, they have now transitioned to our NBFWM platform. That said, they’re all listed below for your convenience.

On behalf of National Bank Financial, it is a true pleasure to extend a warm welcome as we begin this exciting new phase together.”