We carefully analyze and vet all investment decisions to ensure they are consistent with our clients risk tolerance and long term 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 approach
Financial interests are much more complex than the sum of the investments in a portfolio.
At Groupe Migdilani-Zakher Gestion de Patrimoine Familial we believe that smart investing begins with a focus on Capital Preservation, followed by Income Generation then followed by Capital Appreciation while at the same time keeping the costs of investing to a minimum.
Virtually every investment held in your portfolio should pay an income; this reduces the volatility and creates constant cash flow that can be reinvested or paid out during retirement.
Like owning rental real estate we want to see our investments appreciate over time; this will protect your portfolio from inflation and help maintain its value over and above the cost of living.
A competitive and transparent fee structure is essential to maximizing real returns within a portfolio. In today’s low rate environment, fees are as important as ever.
Purpose
- Have a qualified professional manage your investment portfolio.
- Strike a balance between risk and reward.
- Enjoy a flexible solution that stays true to your goals.
Main benefits
- Have a clear plan to achieve your goals.
- Be able to react to the unexpected.
- Achieve the maximum benefits of
diversification.
These services are offered by third party specialists. ₁
Purpose
- A document outlining your short- and long-term financial goals and the strategies you will use to reach them.
- The plan reflects your personal and family situation, your risk tolerance and future expectations, and includes effective tax strategies.
Main benefits
- Your finances will be in good hands.
- You will enjoy greater peace of mind.
- You will be able to prioritize your
projects and make informed decisions.
These services are offered by third party specialists. 1
Purpose
- Document how you want your assets to be distributed after your death.
- Prevent any misunderstandings 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 specialists.2
Purpose
- It is the development of financial strategies to reduce the impact of taxes on your investments.
- Proposing customized recommendations based on an analysis of your 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 specialists.2
Purpose
- These solutions will ensure your family's financial future should anything happen to you.
- They serve as a cushion to protect you from the unexpected.
- They will help keep your family's plans on track.
Main benefits
- Enjoy a safety net, even if you are not working.
- Transfer your assets and protect your legacy.
- Have
peace of mind so you can be at ease.
These services are offered by third party collaborators.3
As a National Bank Financial—Wealth Management client, you can take care of all your banking in one place:
- Everyday transactions
- Financing
- Specific
needs
Main benefits
- Savings on certain banking solutions.
- Healthcare and legal virtual assistance services.
- Competitive interest rates.
Do you want to give back to the community? Let our team guide you in designing a philanthropic plan.
- Setting up a foundation
- Distribution of donations
- Bequests in a will
- 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.
