- 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.
Discover our events
Portfolio management
What is the purpose of portfolio management?
- To benefit from qualified professional management for your investment portfolio
- Strike a balance between risk and reward
- Enjoy a flexible solution that stays true to your goals and objectives
Main benefits
- Have a clear plan to achieve your goals
- Be able to react to the unexpected
- Your portfolio is diversified according to your risk tolerance
We offer you simple and personalized advice on managing your
wealth with clearly defined management fees. MyWEALTH –
Advisory is an innovative and unique program in the industry that
offers the possibility to be customized according to your needs.
Some advantages that you can benefit from are:
Family pricing by including your direct family members in a global pricing
Reduced fees by benefitting from degressive pricing when your assets reach a certain threshold
Our success is linked to yours. Our remuneration is based on fees
which allow us to be on the same side of the table with a common
goal:
Growing your wealth.
Financial planning
What is a financial plan?
- In order to establish a clear roadmap together to achieve your specific objectives
- To document, analyze and support the different aspects of your financial situation using effective tax strategies
Main benefits
- Optimal management of your family's wealth
- You will be able to prioritize your projects and make informed decisions
- Enjoy greater peace of mind
These services are offered by third-party collaborators.1
Discover Advice Suite
Our key tool to build trusted relationships by delivering personalized advice that empowers you to pursue and achieve your life goals.
Estate planning
In addition to National Bank Trust specialists, we work jointly with trusted professionals to develop strategies designed to help you protect your family’s wealth.
What is the purpose of estate planning?
- Document how you want your assets to be distributed after your death
- Prevent any misunderstanding among your heirs
- Plan for any situation
Main benefits
- You will be protected in case of incapacity
- Your assets will be transferred without conflict
- Your wishes will be respected
- You will minimize the tax burden on your estate
These services are offered by third-party collaborators.2
Tax planning
Why use tax planning?
- In order to reduce the impact of taxes on investments by developing financial strategies
- Proposing customized recommendations based on an analysis of your personal situation and your portfolio
- It’s about doing more with the same money by optimizing your portfolio
Main benefits
- More money to invest or spend
- More freedom to achieve your goals
- Make tax-efficient investments
These services are offered by third-party collaborators.2
Insurance
What is the purpose of insurance?
- In order to protect your family in the event of death, illness or other unforeseen events of life
- To minimize the impact of taxes on your estate
Main benefits
- Effective wealth transfer to protect your assets
- Key element of our integrated global offer
- Have peace of mind so you can sleep better
These services are offered by third-party collaborators.3
Banking solutions
As a National Bank Financial client – Wealth management client, you can do all your banking in one place:
- Everyday transactions
- Financing 4
- Specific needs
Main benefits 5
- Free of charge on certain banking products
- Legal assistance and virtual healthcare solutions
- Competitive interest rates
Philanthropy
Why choose philanthropy?
- Because it plays a key role in society and ensures the general well-being of the community in several sectors of activity
- We can offer you the opportunity to create your personalized charitable fund within a public foundation without having to worry about the administrative complexity of creating and managing a private foundation
Main benefits
- You just have to choose the cause and we will accompany you at every step
- Support the causes that are important to you
