Your guide for the future

Your advisor will be there for the big moments and everything in between.


Your life goals as a starting point

Year after year, your advisor will offer tailor-made solutions to ensure that your goals become reality.


Protecting your family

Preparing for the unexpected is the best way to approach the future.


Growing your wealth

Discipline, professional advice, and growing your assets can make your plans a reality.


Planning your retirement

It's never too early or too late to start thinking about your retirement income.


Preparing your estate

Choose how to divide your assets.

Why use the services of an advisor?

We are here for you

What are your needs? What are your short, medium, and long-term plans? Your wealth advisor will offer strategies based on your life goals.

We offer a personalized approach

Your wealth advisor will adopt a personalized trust-based approach and provide access to a network of specialists depending on the nature of your projects.

We are committed to meeting your needs

You will always have someone to talk to, no matter your needs. Your wealth advisor will perform a complete analysis of your situation.

We are supported by an established brokerage firm

Wealth advisors at National Bank Financial — Wealth Management rely on the strength of National Bank and its subsidiaries, which are among the largest financial groups in Canada.

Conseillère en placement, l'air serein, qui lit avec son client des informations financières sur un ordinateur portable.

Want to know what your future holds?

Our wealth advisors will guide you every step of the way so you can look ahead and leave your worries behind.


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