Expert Advice for all your financial needs

Why should you seek advice from one of our Investment Advisors?

  • Your best choice to help you grow your investments
  • Complete service offering to manage your financial wealth
  • Full array of products and services that are among the best in the industry

OUR SERVICE OFFERING

Building wealth is about more than just money.

There is also the careful planning of projects at different stages of your life. You need an integrated approach in order to achieve your financial goals.

Portfolio management

To build and grow your wealth or to carry out your life’s projects, you must first put in place the right savings and investment strategy.

Portfolio management

Financial planning

We can help you plan for retirement, manage your money, plan for your child’s education or carry out a specific project.

Financial planning

Tax planning

Taxes are one of life’s certainties, but there are ways to minimize your tax burden, at the time of the initial investment and upon its disbursement.

Tax planning

Estate planning

Having a succession plan and an updated will can save your successors a lot of trouble. We can help you plan efficiently.

Estate planning

Banking solutions

National Bank offers a complete line of banking solutions. We will help you find the one that best fits your needs.

Banking solutions

Insurance products and annuity

Having the right insurance coverage can make all the difference for your peace of mind, but you must first assess your needs and potential risks.

Insurance products and annuity

Complementary services

We offer several services designed to complement our line of investment solutions: philanthropy, trust, fiduciary, etc.

Complementary services