Our services

Purpose

• Have a qualified professional manage your investment portfolio.
• Strike a balance between risk and reward.
• Enjoy a flexible solution that stays true to your goals.

Main benefits

• Have a clear plan to achieve your goals.
• Be able to react to the unexpected.
• Achieve the maximum benefits of diversification.
   

_{These services are offered by third party specialists. ₁}

Purpose

• A document outlining your short- and long-term financial goals and the strategies you will use to reach them.
• The plan reflects your personal and family situation, your risk tolerance and future expectations, and includes effective tax strategies.

Main benefits

• Your finances will be in good hands.
• You will enjoy greater peace of mind.
• You will be able to prioritize your projects and make informed decisions.
   

These services are offered by third party specialists. ¹

Purpose

• Document how you want your assets to be distributed after your death.
• Prevent any misunderstandings among your heirs.
• Plan for any situation.

Main benefits

• You will be protected in case of incapacity.
• Your assets will be transferred without conflict.
• Your wishes will be respected.
• You will minimize the tax burden on your estate.

These services are offered by third party specialists.²

Purpose

• It is the development of financial strategies to reduce the impact of taxes on your investments.
• Proposing customized recommendations based on an analysis of your situation and your portfolio.
• It's about doing more with the same money by optimizing your portfolio.

Main benefits

• More money to invest or spend.
• More freedom to achieve your goals.
• Make tax-efficient investments.
   

These services are offered by third party specialists.²

Purpose

• These solutions will ensure your family's financial future should anything happen to you.
• They serve as a cushion to protect you from the unexpected.
• They will help keep your family's plans on track.

Main benefits

• Enjoy a safety net, even if you are not working.
• Transfer your assets and protect your legacy.
• Have peace of mind so you can be at ease.
   

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:

• Everyday transactions
• Financing
• Specific needs
   

Main benefits

• Savings on certain banking solutions.
• Healthcare and legal virtual assistance services.
• Competitive interest rates.

Do you want to give back to the community? Let our team guide you in designing a philanthropic plan.

• Setting up a foundation
• Distribution of donations
• Bequests in a will