Wealth management

There’s more to building wealth than money. You also need to consider the judicious planning of your projects through time.

Banking solutions

National Bank offers you a comprehensive range of banking solutions. We'll help you find the one that best meets your needs!

Clients of Investment Advisors at National Bank Financial - Wealth Management have access to the complete range of National Bank banking solutions designed for individuals, families, foundations and companies. Whether you're looking for a solution for your everyday transactions, your financing needs1 or any other particular need you may have, we can help.
  • For your everyday transactions, National Bank offers you a variety of attractive packages. To learn more, click here.
  • For your more specific banking, financing, travel or Medical Care AssistanceTM needs, our Wealth Management Financial Package2 offers you exclusive privileges. In addition, the monthly fees (for the transactions included in the packages) are very competitive. To find out more, talk to your advisor.
  • When your portfolio becomes quite substantial and the day-to-day management of your banking needs becomes increasingly complex, your advisor can suggest exclusive and highly personalized Private Wealth 1859TM1 solutions. To find out more, talk to your advisor.

1. Financing solutions are subject to credit approval by National Bank of Canada.
2. The National Bank Wealth Management Financial Package is subject to approval by National Bank and is available to the clients of National Bank Financial - Wealth Management and Private Wealth 1859 who meet the eligibility criteria determined by National Bank, who are Canadian citizens or permanent residents and who have a National Bank World MasterCard or World Elite credit card and a National Bank CDN$ Chequing Account.
TM Medical Care Assistance is a trademark of National Bank of Canada, used under licence by NBC Assistance Inc.
TM1 National Bank Private Wealth 1859 is a trademark used under licence by National Bank Financial and National Bank Trust.