Our expertise is second to none. We will give you peace of mind with our comprehensive financial planning platform, personalized solutions and exceptional service.
Our specialty: Making it easier for you to manage your finances, no matter what your needs, goals or situation are.
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.
•Goal setting and build a plan
• Protecting your family
• Coaching
• Unique needs and preferences
• Retirement decision making
• Income Planning
• Determine acceptable risk
• Financial projections
• Tax and Estate planning
• Educational savings
• Business transfers
• Charitable decision making
• Assistance to friends and family
• Referrals to other professionals
• Available by phone and email
• Proactive calls
• Regular review meetings
• Online access
• Quarterly portfolio statements
• Annual portfolio performance report
• Tax package
• Accountant communication
• Commentary and newsletters
• Economic and market reports
• Personalized asset allocation
• Selecting the right investments
• Diversifying your portfolio
• Rigorous assessment and monitoring
• Regular reviews and rebalancing
• Making your investments tax efficient
• Currency advice
• Account transfer and opening
• Trading and money transfers
• Preparation and delivery of statements
• Preparation and deliver of regulatory documents
• Communication with accountants
• Compliance program to protect you
• Software and systems to your investments
• Insurance to protect from errors
• Licensing and professional dues
• Fees paid to investor protection funds
• Costs to comply with regulations
• Professional courses and workshops
