- 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.
Nature and Scope of the Offering
Our Financial Planning Team will guide you in the development of strategies that will allow you to achieve your financial objectives. More specifically, this plan will cover the following areas:
Personal Finances and Taxation
- Preparation and analysis of your personal financial statement
- General comments on your finances and possible tax strategies
Retirement
- Analysis of your retirement situation via several projected scenarios
Insurance and Risk Management
- Estimate of life insurance requirements in case of the death of your spouse
- Estimate of your liquidity at death
- Estimate of your disability insurance needs
Legal and Estate Aspects
- Preparation of your estate balance sheet and general comments
- Estimate of your tax bill at death
Business Aspects
- General comments
Planning Steps
The main activities to be completed in the context of this offering are:
- Gather your personal and financial information and determine your objectives.
- Establish a portrait of your current situation.
- Analyze your situation.
- Draft a written report including findings and recommendations specific to your situation.
- Meet with you to explain the results of the financial plan and discuss possible strategies.
