Updated October 22, 2020
Dear Clients and Friends,
At National Bank Financial – Wealth Management, we are devoted to building a trusting and lasting relationship with each of our clients. As the current situation evolves, our entire team is committed to keeping you informed on a regular basis and to offering you quality advisory services tailored to your needs.
Experts dedicated to this evolving situation
Our professional experts, including economists and market analysts, closely follow the volatility of the economy and stock markets. Our specialists communicate their findings and expertise to our wealth management advisors to ensure optimal and continuous management of your portfolio according to your life goals. More than ever, our advisors are available to help you take advantage of new market opportunities and to assist you in answering that most important question "Am I okay?”
Adapted and secure remote services
With your health, your well-being and that of our employees being our priorities, we have implemented several measures that enable us to arrange remote meetings.
We understand that these new ways of conducting business can create uncertainty and a sense of vulnerability. Our advisors and staff are equipped with the tools they need to work from home and to ensure the security of your personal and financial information. However, we ask that you remain vigilant and continue to follow our advice to protect yourself.
Meetings by appointment
Our branches remain accessible by appointment only. Be sure to contact your advisor before your arrival.
Some at-home meetings are also possible, subject to the health measures in effect in your province.
We will continue to provide you with outstanding advice so that you can focus on your health and that of your loved ones. Rest assured that we will keep you informed as the situation evolves.
Thank you for your trust,
National Bank Financial – Wealth Management