Solutions designed to meet your needs
We support our clients’ financial wealth with a rich heritage of investment know-how, and we are extremely proud of the long-lasting relationships we have built with Canadian families through the generations.
We will provide a highly personalized service with the speed, depth and accuracy that you now expect from the 21st century.
Not only does Legatum Wealth Advisors help you choose investment products, we also:
- Evaluate your overall financial & personal situation;· Help you lay out a plan that is suitable to your goals;
- Address all of your questions and concerns; and
- Provide you with the information you need to properly manage your investments, year after year
Simplifying your life
Whether you are looking for performance reports, portfolio analyses, financial projections or simulation models from our planning software, we will provide you with all the information that you need and accompany them with a personalized action plan to help you better understand how you can implement our recommendations.
The efforts you put into retirement planning today can have a great influence on your financial well-being later in life. It is therefore crucial that you create and maintain relationships with experts who are dedicated to helping you succeed in building your wealth and achieving your objectives.
Our purpose
There is more to building wealth than investing money. You also need to establish a thorough and realistic plan to carry out your projects through the years. Experience has taught us that the best way to achieve your objectives – whether short or long term – is to use an integrated management approach that is suited to both your needs and your professional, personal and financial situation. By doing so, you derive the flexibility to turn your dreams into reality.
The key to your financial success is, in our opinion, your Wealth Advisor. Choosing an advisor who listens to you and will find ways for you to achieve your personal and financial goals is however not that easy. Luckily, with a National Bank Financial – Wealth Management advisor you gain access to a comprehensive management approach that is rooted in more than a century of know-how. It binds together the strength and security of a large institution with the independent advice of a specialized brokerage firm.
Our approach
Through a proactive and integrated approach, Legatum Wealth Advisors will help you:
- Establish your investor profile and investment objectives;
- Evaluate the current allocation of your assets;
- Adjust your investments to the projects you wish to accomplish over the short and long term;
- Analyze your revenue sources as well as their tax consequences on your over all financial situations; and;
- Determine the factors that can restrain your investment strategy, namely those pertaining to your estate, legal and fiscal situations.
The Taxation, Retirement and Estate Planning Team from National Bank Trust
We work closely with this team 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.
