Équipe Morin Poirier Duchesne | National Bank Financial

A team built of family legacy here to protect yours

Since 1966, our team of seasoned professionals, with strong academic backgrounds and rich experience, combines expertise and know-how to protect your wealth. We offer our clients unparalleled peace of mind, taking care of their assets as if they were our own.

By providing personalized service, we support your entire family in every aspect of wealth management, from tax optimization to strategic financial planning. We place great importance on knowledge transfer and financial education to prepare future generations. Through optimized planning, tailored to your reality and goals, we aim to create significant savings for you and your loved ones.

Our purpose

Our objectives

As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.

Our values

We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind.

Why take unnecessary risks?

Are you saving for peace of mind? With us, eliminating financial worries is our priority. Most of our clients seek to reduce their financial stress, which is why we make it a point to preserve your wealth. Our family service focuses on the security and growth of your capital, freeing you from your concerns.

Managing Your Concerns

Why save all your life? Money should be a lever to achieve your goals, not a source of worry. We simplify the management of your money to offer you peace of mind.

Portfolio Management

Do you need to take risks to achieve your goals? We analyze your situation to create a portfolio tailored to your risk tolerance, protecting what you have built while ensuring sustainable growth.

Wealth Management

Our family team service takes care of every aspect of your finances and educates your offspring on managing their financial future. Our financial planners develop personalized solutions and guide you to optimize the value of your wealth.