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
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.
Investment Solutions
The Diamond Portfolio
Diamond is a personalized portfolio service offering access to elite, third-party money managers from around the world. Greater customization, tax efficiency, and transparency are but some of the benefits of this portfolio.
Diamond Portfolio™ is a trademark of HSBC Bank Canada and used under license by National Bank Financial.
The Sapphire Portfolio
Sapphire offers you a different approach to the traditional commission-based relationship. Unlike a typical brokerage account that charges a fee for every transaction, this account offers a single, all-inclusive fee linked to the value of your portfolio.
Sapphire Portfolio™ is a trademark of HSBC Bank Canada and used under license by National Bank Financial.
Wealth Planning
Financial Planning
Having a solid financial plan gives you the ability to determine and meet your life goals through the sound management of your wealth. I can customize a plan that will provide you with:
- The assurance that your goals should be reached within a certain period
- A list of actionable items to pursue in order to take control of your finances and achieve your goals
- Peace of mind from having your needs met in a coherent fashion
Financial Planning™ is a trademark of HSBC Bank Canada and used under license by National Bank Financial.
