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.
Wealth Management is more than just Portfolio Management. We work to address and administer a full suite of financial solutions for our clients through Advanced Planning.
› Portfolio Management
› Financial Planning
› Tax Planning
› Risk Planning
› Estate Planning
› Philanthropy
› Banking Solutions
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.
Our approach
Whether you are a client or a prospect, and whatever your financial management needs, we are here to offer you personalized support.
Our team is dedicated to contributing to your financial success. We'll find solutions to help you achieve your goals.
National Bank of Canada Support Line.
Jason Jovellanos
Wealth Advisor & Portfolio Manager
Donna Tai
Wealth Associate
Lynette Vaz
Branch Administrator