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.
Our Service Philosophy
Exemplary service is provided by a team of professionals who have a vested interest in helping you achieve your financial goals. In addition to this important principle, Orme Advisory Group offers a range of benefits for the convenience of discerning individuals like you. Each benefit is carefully designed to simplify and improve the way we serve you. You, your financial assets and your circumstances will be treated with the trust, honesty and integrity that they deserve.
Our services: wealth management, portfolio management and more
For those who prefer a Do It For Me solution, we offer a wide range of discretionary investment management services, each of which liberates you from the painstaking task of monitoring your investments on a day-to-day, or week-to-week basis. These solutions allow you to concentrate on what you do best in life while letting a team of professionals do what they do best: building the wealth of people like you.
Insurance and Estate Planning Services at NBF Financial Services Inc.
NBF Financial Services Inc. is an insurance agency, which offers a range of products and services available from major insurance companies. Insurance can fulfill many needs. We offer specialized products for estate planning and business succession along with segregated funds and annuities aimed at wealth preservation and tax-effective distribution. Our in-house Estate Planning & Insurance Advisors help clients plan for and deal with the complexity of their estate and insurance needs.
