Our services: wealth management, portfolio management and more | National Bank Financial

Our commitment

We are committed to offering you a comprehensive wealth management approach that takes into account your financial position and family situation at every stage of your life.
We offer you peace of mind by developing an efficient investment strategy that will put your assets to work, and also maximize investment returns and minimize the tax bite. Our approach is founded on adhering to your investor profile.
We will work hard to protect your family assets and preserve your lifestyle.

Simplifying your life

At every stage of your life and in the events that occur, you can count on us for:

a team of dedicated and accessible professionals
the sound management of your assets and portfolios
the analysis of your financial goals
tax planning to minimize your taxes
your retirement planning
estate planning
the planning of important events in your life such as buying a house, career change or children's education
constant monitoring
advice on how to structure your business

"Be fearful when others are greedy, and be greedy when others are fearful"
Warren E. Buffet

An investment philosophy you can trust

Our investment philosophy is to seek long-term capital appreciation while minimizing risk and volatility.

Our basic philosophy is according to Warren Buffet’s rule: « Don’t lose money »

Investing is like many other things in life – it's preferable to focus on what you can control. Investment returns are dictated by financial markets which are largely unpredictable over the short term, but investment risk is something which one can control – and the way to do so is with diversification.

Asset diversification

We will ensure proper diversification between the major asset classes – the weighting of which will be determined by your risk profile and investment objectives. Our asset management approach provides you with complete portfolio diversification by sector, asset class, and country – all the while respecting your risk tolerance.

Management style: value

Our approach to asset management is "value" style. We invest in quality companies whose trading price offers a discount to intrinsic value of the company. A good company, good value at a good price allows long-term returns.

Ongoing monitoring and adjustments

Regularly rebalancing your portfolio to ensure it stays aligned with your personal investment profile contributes further comfort that your strategy remains optimal over time.

Our portfolio management services include:

comprehensive, integrated offering;
a management style: "value";
diversification through a variety of asset classes, sectors, and regions;
ongoing monitoring and adjustments;
individual holdings, private pools and ETF, mutual funds;
detailed and competitive pricing;
strategic and tactical management;
transparent fees, often deductible;
tax-efficient solutions.

Because you deserve quality service specially tailored to the specific needs of your personal situation, our team of advisors is ready to offer you a second opinion, fair and transparent.

With Monaco-Major Group, enjoy a fresh look at your finances and get clear explanations.

Following our assessment, you will be able to:

analyze your returns;
assess your comfort level with different risk levels;
position your portfolio with yields in existing markets;
measure your content outside Canada;
see the effectiveness of your portfolio to meet your financial goals.

A second opinion is also required if:

your retirement projection is outdated;
you do not know the returns needed to achieve your financial goals for retirement;
your current portfolio is not suitable to your investor profile and investment objectives;
you do not know the investment philosophy behind the strategies used in your portfolio;
your portfolio is not positioned to take advantage of tax benefits available to investors;
you were not advised of the consequences as a result of your death or that of your spouse;
your returns in recent years compare unfavorably to the benchmarks.

Remember, this is YOUR financial future!

Meet with us in confidence today.