Sara specializes in helping clients meet their lending goals including mortgages, secured home equity lines of credit, and rental property financing in addition to various National Bank of Canada banking plan options. She has expertise in planning lending strategies for high net worth clients, professionals and self-employed individuals.
We work together to achieve your goals
Our team of investment and wealth management professionals is here to help you reach your goals. We are driven by our passion for helping individuals, families and businesses build and protect their wealth so they can benefit from their hard work and leave a lasting legacy.
Our team of experts
Wealth Advisor
Wealth Advisor
Partners
Sara Philipose
Mortgage Development Manager⁴
National
Bank of Canada
The Taxation, Retirement and Estate Planning Team from National Bank
Trust
We work closely with this team of multidisciplinary
experts who provide knowledge and advice that complement our service
offering. These experts assist us in providing the best solutions for
your personal finances related to taxation, retirement and estate planning.
- Financial Planners are authorized to act in the field of
Financial Planning. They exercise their duties for National Bank
Financial Inc., a financial planning firm.
- We
work closely with the Taxation, Retirement and Estate Planning Team
from National Bank Trust, made up of multidisciplinary experts who
provide knowledge and advice that complement our service offering.
These experts assist us in providing the best solutions for your
personal finances related to taxation, retirement and estate
planning.
- Insurance products and services are
provided by National Bank Insurance Firm (NBIF) or by NBF Financial
Services (NBFFS), as applicable. NBIF and NBFFS are not members of
Canadian Investor Protection Fund (CIPF). Insurance products are not
protected by CIPF.
- Financing solutions are
subject to credit approval by National bank.
- For details and conditions of the offer, please contact your advisor.
