- 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.
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Our team is positioned like no other to support you in achieving your goals. Our high-level multi-gender, multigeneration and multidisciplinary team is positioned like no other to support you in achieving your goals. Our differences make our strengths and throughout time, the strengths of each one of us represent an incredible asset for our clients, allowing us to optimize your situations, provide you with excellent customer service and portfolio management based on facts. We build long-term trust relationships with our clients.
Portfolio Management
Financial Planning
Children's Education
Banking Services
Disability Savings
Estate Planning
Philanthropy
Wealth Protection
Business Services
Tax Planning
