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
Our specialty: Making it easier for you to manage your finances, no matter what your needs, goals or situation are.
Our wide range of services allows us to tailor our recommendations to each profile and work together to find the best solution for you.
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.
Our approach
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.
Products and Services
Several factors must be considered before selecting an investment solution or vehicle. We will help you choose the appropriate investment solution and ensure your assets are diversified according to:
• your goals
• your priorities
• your investment
horizon
• your risk tolerance
National Bank Financial – Wealth Management is a full-service investment dealer. This means that, to help you reach your goals, our team can draw on the full range of investment vehicles, including:
• money market securities short-term GICs, Treasury
bills,etc.
• fixed-income securities longer-term GICs,
bonds, strip coupons, preferred shares, etc.
• equities common shares, warrants, rights, etc.
• mutual funds
• discretionary portfolio management products
Our services can be tailored to your degree of knowledge and comfort with investing. Management of your portfolio can be delegated, in whole or in part,or you can play an active role.
Private Wealth 1859
Private Wealth 1859 offers tailored solutions and highly personalized
service to individuals and families with substantial financial assets.
They are committed to helping ease the burden of managing their wealth
on a day-to-day basis.
There are several advantages to entrusting your wealth management to professionals. Well beyond the details of financial planning, investment management and other financial services, Private Wealth 1859's real value is peace of mind - the peace of mind that comes with knowing that in this important area, you and your loved ones are well taken care of by a team of competent, trusted professionals.
Private Wealth 1859 works in close collaboration with the 3,000
advisors in its parent bank's branch network and at National Bank
Financial - Wealth Management. The business model of Private Wealth
1859 is designed as a complete, integrated offering, with the
relationship between you and your Advisor at its heart. Moreover,
thanks to a multidisciplinary team of close to 200 professionals,
Private Wealth 1859 covers every area of wealth management.
