Our services: wealth management, portfolio management and more | National Bank Financial

Feel secure through the ups and downs of life.

Financial Planning

Your financial plan is the bedrock of your financial future. This structured process allows us to make informed decisions together to map out your financial goals now and in retirement. Your financial plan helps to shape the investment decisions that you make now to have the worry-free life that you desire.

Portfolio Investing

Use your investments to ensure that you have enough money for life, travel, purchases, education and retirement. Clients like you take advantage of fully comprehensive portfolio management using RRSPs, TFSAs, RESPs, RDSPs, Corporate Investments and Non-Registered Funds. Put your money to use with a financial plan and investment strategy tailored to your specific goals.

Retirement Planning

Your retirement should be a reward for a life well-lived. During this time, the focus of investing switches to protecting your wealth. Using more moderate approaches to investing, your investments will ensure that you always have enough to enjoy life and provide for those you love.

A Financial Planning Foundation

Your financial plan is the bedrock of your financial future. This structured process allows us together to make informed decisions and map out your financial goals now and in retirement. Your financial plan helps to shape the investment decisions that you make now to have the worry-free life that you desire.

A man and a woman smiling and looking at the screen of a mobil phone.

Invest for Retirement

Your retirement should be a reward for a life well lived. During this time, the focus of investing switches to protecting your wealth. Using more moderate approaches to investing, your investments will ensure that you always have enough to enjoy life with those you love.

Our Difference: We're Invested Together

There is no better time to start investing than right now. Using strategic investments, we manage the balance between risk and rates of return to help give you peace of mind for the years to come.

You can be confident that we care for your financial needs in the exact way that we care for those of our own families. That's because our own money is invested in the same way as yours is. We put our money where our mouth is.