Our services

To develop a successful investment strategy, we need to fully understand your needs as an investor.

In addition to selecting securities, we adopt an integrated approach that takes into consideration several variables such as asset mix and the tax impact of transactions.

The simple fact of managing with diligence and discipline can have a positive impact on your portfolio’s performance.

Discretionary management

Our team can use discretionary management if it is suitable for the mandate given by our clients: 

Personalized management

A stringent process

The flexibility to quickly adjust your portfolio to market conditions 

Complete transparency 

“A portfolio manager makes objective decisions in keeping with established guidelines so that you can benefit from market opportunities.” 

Sound estate planning brings with it many advantages. It enables you to make your wealth grow during your lifetime so that your heirs can benefit from it later.

Would you like a second opinion about your will? Our team of experts can offer you valuable advice.

These services are offered by our partners.²

The future is shaped today. By drafting a clear and accurate retirement plan today, you’ll be able to fully enjoy your retirement years.

In-depth planning of your future needs, projected capital gains at death or the importance of providing for your loved ones with the right insurance are just some of the items to be considered.

When you receive the support and sound advice of our team of experts, you’ll have peace of mind knowing that your future is secure.

There are numerous savings products and strategies, do you know where to start? Our team is here to help you through this planning that is essential to properly plan for your future and achieve your goals. We will be your personal CFO and provide you with the tools to assess your balance sheet, draft a financial plan and find solutions.

In more complex situations involving incorporation, trusts and more, our experienced team and partner tax specialists and notaries will analyze your needs.

Lastly, our team can answer any questions you may have about life insurance and give you a second opinion about your current structure.

These services are offered by our partners.³

As a client of National Bank Financial – Wealth Management, you have access to a one-stop shop for all your banking needs.

No matter your needs, we have the banking product or solution to suit them:

Day-to-day transactions

• Financing ⁴
• Specific needs

Main benefits ⁵

• Fees waived on certain products
• Legal and healthcare assistance
• Competitive interest rates

Purpose

• A document outlining your short- and long-term financial goals and the strategies you will use to reach them.
• The plan reflects your personal and family situation, your risk tolerance and future expectations, and includes effective tax strategies.

Main benefits

• Your finances will be in good hands.
• You will enjoy greater peace of mind.
• You will be able to prioritize your projects and make informed decisions.
   

These services are offered by third party specialists. ¹

Purpose

• Document how you want your assets to be distributed after your death.
• Prevent any misunderstandings among your heirs.
• Plan for any situation.

Main benefits

• You will be protected in case of incapacity.
• Your assets will be transferred without conflict.
• Your wishes will be respected.
• You will minimize the tax burden on your estate.

These services are offered by third party specialists.²

Purpose

• It is the development of financial strategies to reduce the impact of taxes on your investments.
• Proposing customized recommendations based on an analysis of your situation and your portfolio.
• It's about doing more with the same money by optimizing your portfolio.

Main benefits

• More money to invest or spend.
• More freedom to achieve your goals.
• Make tax-efficient investments.
   

These services are offered by third party specialists.²

Purpose

• These solutions will ensure your family's financial future should anything happen to you.
• They serve as a cushion to protect you from the unexpected.
• They will help keep your family's plans on track.

Main benefits

• Enjoy a safety net, even if you are not working.
• Transfer your assets and protect your legacy.
• Have peace of mind so you can be at ease.
   

These services are offered by third party collaborators.³

Do you want to give back to the community? Let our team guide you in designing a philanthropic plan.

• Setting up a foundation
• Distribution of donations
• Bequests in a will