Your needs change over time, and no one is immune to the unexpected. By making an exhaustive analysis of your financial situation and your current constraints, together, we can define an action plan to help you reach your financial goals.
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.
You've put a lot of effort into building your wealth. We can help establish the best way to transfer your assets to your loved ones through proper estate planning.
To ensure the continuity of your company, it is essential to set up and maintain a business succession plan. Our Team can refer you to trusted professionals to establish an effective estate strategy.
Our Team has access to National Bank's full range of banking solutions. Clients of the Galassi Soucy Wealth Management Group may qualify for a privileged banking package. Whether you are looking for a solution for your day-to-day transactions, financing and credit needs, or mortgage financing, we can help you.
The future can sometimes hold very unpleasant surprises. However, good insurance coverage can make all the difference to your peace of mind and help protect you and your loved ones from unforeseen events.
Through our partners at National Bank Insurance Firm Inc*, we can help you evaluate and adequately protect yourself through various life insurance strategies
*Insurance products and services are provided by National Bank Insurance Firm Inc. (NBIF) or NBF Financial Services (NBFS). CABN and SFFBN are not members of the Canadian Investor Protection Fund(CIPF). Insurance products are not covered by CIPF.
Our Team can help you develop the financial strategies necessary to reduce the taxation impact on your investments by proposing customized recommendations based on your unique situation.
Our Team of qualified professionals will help you manage your investment portfolio while balancing risk and rewards with an investment portfolio that stays true to your personality.
A clear plan will help you react to the unexpected and achieve your financial goals.
In coordination with our estate planning specialist and National Bank Trust, we can help you integrate contributions to a cause that is important to you into your estate planning.
