▪ FBN baskets
▪ Ambassador Accounts
▪ Custom solutions
Solutions designed to meet your needs
Our expertise is second to none. We will give you peace of mind with our comprehensive financial planning platform, personalized solutions and exceptional service.
Simplifying your life
Everyone has their own story and our primary role is to support you in achieving your goals by offering you tailor-made strategies for optimal management of your wealth.
Rigorous and proactive, our management approach keeps us on the lookout for the best investment solutions on the market. As illustrated below, our full range of services covers all aspects of your wealth management and our vast network of internal and external experts is at your disposal for all your additional needs.
As a member of the National Bank Financial- Wealth Management team, we draw on over a century of expertise and are supported by one of the largest financial groups in the country.
Note: Some of the services below are offered by third parties
Our purpose
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.
▪ Life insurance
▪ Invalidity insurance
▪ Critical illness insurance
▪ Annuity
▪ Trusts
▪ Testament
▪ Mandate in case of incapacity
▪ Retirement income analysis
▪ Needs analysis for major purchases
▪ Optimization of your tax strategy
▪ Charities
▪ Foundations
▪ Bank accounts
▪ Credit cards
▪ Lines of credit
▪ Mortgages
Insurance products and services are provided by National Bank Insurance Firm (NBIF) or NBF Financial Services (NBFFS). NBIF or NBFFS are not a member of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.
