Our services: wealth management, portfolio management and more | National Bank Financial

Our unique investment approach

Disciplined, exclusive and intergenerational

For over 20 years, we have been managing our own profitable portfolios that are available exclusively to our clients with an attractive and competitive cost structure.

Our strategic and tactical management aims to optimize risk/return ratios and respond effectively to market developments as they arise.

We offer transparent, competitive family-based pricing on a sliding scale, which means we roll back our rates whenever the value of your assets reaches certain thresholds.

We invest your assets in carefully structured portfolios using a mix of asset classes, sectors, geographies and management styles.

Our approach

Un homme et une femme regardent un contrat.

We take the time to know you
We conduct a comprehensive analysis of your current situation
We identify your specific needs and concerns
We put forward a plan to address each of these aspects
We build a customized retirement plan around your goals for the future
We advise you on estate planning and settlement matters
We check in regularly to make sure the strategies being used continue to be aligned with your needs and expectations.

Our integrated wealth management offer

Our integrated wealth management services are designed to maximize your financial security and give you peace of mind. We achieve those goals by utilizing our extensive internal resources and in-house team of trusted advisors.

Since portfolio management is only one piece of the wealth management puzzle, we also offer you all the other services you might need through our own team of specialists and the network of experts we have been partnering with for many years.

These services are offered by third party specialists. ^{1, 2, 3}

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.

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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

Myth and reality around financial planning

It's never too late to start thinking about your financial planning . In this guide you'll discover the difference between what people think financial planning is and what it really is.

Learn more

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.