- 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.
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
Wealth Management is more than just Portfolio management. We work to address and administer a full suite of wealth management solutions for our clients.
- Portfolio Management
- Financial Planning
- Tax Planning
- Risk Planning
- Estate Planning
- Philanthropy
- Banking Solutions
Our Philosophy
For equities
We are of the Benjamin Graham School of management (Warren Buffett’s’ mentor).
We buy for the long-term large, non-cyclical growth companies that pay large dividends.
This philosophy is, in our view, more rewarding. There are fewer transactions and we avoid the annoyance of buying too early or missing the sale near the top. It also has the advantage in paying less taxes.
Furthermore, non-cyclical growth stocks periodically raise their dividends, granting an increase in the revenue of our clients.
For bonds
We put the emphasis on the quality and the security. We, Therefore, buy mostly government and corporate bonds of equivalent quality.
Toolbox
Our useful resources will help you effectively manage and better understand your finances.
