Since we believe that emotions affect investors' decisions, our goal is to help our clients develop better reflexes by better understanding the risks and the structure of the markets.)
Although portfolio management occupies a central place, our services cover all the elements of the management of their wealth.
Since we believe that emotions interfere with investor decisions, we favor an educational approach allowing our clients a better understanding of risk, market structure and portfolio behavior in order to develop better reflexes in them to guide them. towards more profitable decisions in the long term.
Simplifying your life
It is the long-term objectives of the investor that determine the composition of a portfolio, not the short-term vagaries of the markets. It is by keeping one's attention on those goals that the investor will find success.)
It is by respecting your tolerance for risk that we will be able to build a portfolio that meets your needs. An overly aggressive portfolio would increase the temptation to sell during stock market downturns while an overly conservative portfolio may reduce potential returns..)
Using the information gathered, we select the tools and establish the management parameters in order to suggest an optimal portfolio structure that meets the specific needs of the investor..)
Life is always changing and holds a few surprises. We track the progress of your needs, and adopt the changes that are necessary to your investment strategy. We also provide ongoing education on managing your investments. A good understanding of your portfolio encourages good reflexes and helps to avoid costly mistakes.
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.
Wealth Management
Prepare a detailed plan, assess the feasibility of a retirement and explain the options available to you)
Assess your protection needs for you and your loved ones in the event of premature death, disability or critical illness. Professional evaluation of your existing protections.)
Establish strategies to minimize your tax burden and optimize the tax treatment of disbursements.
Accompaniment in the implementation or the revision of your will or mandate in case of incapacity. Developing strategies to maximize the estate value passed on to the next generation.)
In collaboration with the best specialists, make sure that the sale or succession of your company is a success. Guide you through the choice of structures available, while minimizing the tax impact.)
Toolbox
Our useful resources will help you effectively manage and better understand your finances.
- 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.
