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Investments based on your goals

Your security and financial needs are at the heart of our investment strategy.

What is NatWealth Management™?

NatWealth Management™ is a subsidiary of National Bank of Canada and acts as a portfolio manager in the United States. Our investment advisors will work with you to meet your investment goals according to your needs. Through our strong relationships with reputable U.S. partners, NatWealth Management™ will facilitate your financial transactions.

Why talk to an investment advisor?

You will get the support of a qualified professional who will: 
 

  • Give your projects more momentum 
  • Determine the best types of investments for your goals 
  • Manage your assets while making the most of the changing markets 
  • Evaluate your investor profile 
  • Provide investment advice 
  • Keep your goals in balance with your reality 

Support in 4 steps

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Understanding your situation

Your advisor will begin by taking stock of your assets to determine your current situation and goals.

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Developing a personalized plan

They will then create a strategy to meet your future goals and optimize your financial situation.

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Putting the plan into action 

You will be offered new and effective portfolio management solutions in line with your reality. 

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Follow-ups 

Your advisor is at your disposal to ensure that your plan still fits your reality. 

Helping you grow your investments 

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Experts from
North America 

We help our clients in the United States meet their investment goals.

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Accessible
investment advisors

We are committed to being there for you, whether it’s to answer your questions or to prevent the pitfalls associated with the management of your assets. 

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A customized
portfolio

You will receive comprehensive advice according to your needs and goals, and we make sure that no opportunity is missed. 

Contact us

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Need portfolio management advice?

Talk to an investment advisor to get tailored advice.

Write to us

info@natwealthusa.com

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Legal disclaimer

NatWealth Management (USA) Inc. ("NatWealth Management") is a registered investment advisor in the US. NatWealth Management™ is also an indirect, wholly owned subsidiary of National Bank of Canada, a federally regulated bank in Canada. This information is intended for informational purposes only, and the material presented should not be construed as an offer or recommendation to buy or sell any security. The information on this website may be subject to change at any time without prior notice. 

TM NATWEALTH MANAGEMENT and the NATWEALTH MANAGEMENT logo are trademarks of National Bank of Canada.

NatWealth is committed to providing a simple and positive experience for all our clients. To achieve this, we are continuously improving the accessibility of our products and services. Discover our accessibility standards.

© NatWealth. All rights reserved 2021.