Discretionary portfolio management, securities brokerage, flow-through shares, investments in corporate structures, cash management, RRSPs, RRIFs, RESPs, LIRAs, TFSAs, IPPs, etc.
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 individual and work together to find the best solution for you. When needed, we get the assistance of specialists from inside and outside NBF.
Development of a wealth management plan to reach your objectives, pension fund evaluation, income projection, tax optimization, etc.
Estate planning and protection mandate, estate settlement, administration in case of incapacity, administration of a trust, etc.
Life insurance, disability insurance, critical illness insurance, estate bond Property and casualty insurance Travel insurance.
Tax optimization of withdrawals, use of tax-efficient investment solutions, development and optimization of corporate structures, optimization of income splitting, use of family trusts, etc.
Establishment of a private foundation that is in line with your ambitions Tax optimization for charitable donations, Donations in cash, in kind, in shares, etc.
Implementation of a financing and/or capital injection strategy.
Support for your banking and financing needs: Bank accounts, line of credit, credit card, mortgage, various loans, telemedicine.
*Insurance
Insurance products and services are provided by National Bank Insurance Firm Inc. (NBIF). NBIF is not a member of the Canadian Investor Protection Fund (CIPF). Insurance products are therefore not covered by CIPF.
**Licensed specialists in their sector of activity.
