Our team believes being patient and acquiring high-quality investments are the keys to long-term financial success. Our approach is aligned with National Bank Financial - Wealth Management's commitment to meeting all of our clients' needs.
Whether you are a client or a prospect, and whatever your financial management needs, we are here to offer you personalized support.
Our team is dedicated to contributing to your financial success. We'll find solutions to help you achieve your goals.
As you go through life and your situation changes, your expectations and financial goals will evolve. Our team guides you every step of the way and calls on specialists from various areas to make personalized recommendations and help you achieve your goals.
Purpose
Main benefits
These services are offered by third party specialists. ₁
Purpose
Main benefits
These services are offered by third party specialists. 1
Purpose
Main benefits
These services are offered by third party specialists.2
Purpose
Main benefits
These services are offered by third party specialists.2
Purpose
Main benefits
These services are offered by third party collaborators.3
As a National Bank Financial—Wealth Management client, you can take care of all your banking in one place:
Main benefits
Do you want to give back to the community? Let our team guide you in designing a philanthropic plan.
As you go through life and your situation changes, your expectations and financial goals will evolve. Our team guides you every step of the way and calls on specialists from various areas to make personalized recommendations and help you achieve your goals.
Financial Science at Work
We take your investments into a different dimension. Our primary objective is to help you achieve your financial goals. We work with you in a collaborative fashion, to understand your needs and your risk tolerance, and remove all the guesswork so that you feel comfortable along the way. Then, you can focus on what you do best without worrying about your investments. We do this by thoughtful diversification and implementing the academic research-based premise that portfolios titled toward small cap, low relative price (i.e. value) and more profitable stocks have higher expected returns over a long period of time than traditional index-based funds.
Why Dimensional?
Simply put… because our approach is different. It’s scientific. It’s based on research. And, it’s proven. Dimensional works with a select group of financial advisors globally. We have worked through a comprehensive due-diligence process and continue to participate in rigorous ongoing education in capital markets, portfolio management, and trading in order to stay abreast of how the latest advances are applied to Dimensional’s investment strategies.
"We consider a dimension to be a factor that explains differences in returns, is persistent and pervasive, can be cost-effectively captured in diversified portfolios, and is consistent with an equilibrium view of investing."
Contrast with Conventional Management
Dimensional’s investment philosophy is centered on an equilibrium, or "efficient market", view of public markets. In this view, the best way to add value over conventional benchmarks is to structure portfolios along the dimensions of expected returns. For equity portfolios, expected returns are increased by giving greater weight to smallcap, low relative price (value), and more profitable firms. Dimensional tries to beat the market without "forecasting" in the usual sense.
We don’t have to tell you that your portfolio is important to you. And it’s important to us too. If you have an appetite for increasing expected returns while lowering the cost of investing, contact us today for a consultation on how the Dimensional approach can work for you.
For more information on Dimensional, call Albert Brandstatter at (905) 272-3501
