National Bank Financial – Wealth Management is the 5th leading investment dealer in Canada.
- Founded in 1902;
- Strengthened by strategic associations and numerous acquisitions, including the most recent Wellington West Capital and certain assets of HSBC Securities;
- Nearly 1,000 investment advisors in more than 100 points of service across Canada;
- Dominant presence with a market share of 27% in Québec and 9% in Canada;
- Over 400,000 individual clients;
- Annual revenues exceeding $550 million; and
- Approximately $75 billion in assets under management.