- Financial Planners are authorized to act in the field of
Financial Planning. They exercise their duties for National Bank
Financial Inc., a financial planning firm.
- We
work closely with the Taxation, Retirement and Estate Planning Team
from National Bank Trust, made up 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.
- Insurance products and services are
provided by National Bank Insurance Firm (NBIF) or by NBF Financial
Services (NBFFS), as applicable. NBIF and NBFFS are not members of
Canadian Investor Protection Fund (CIPF). Insurance products are not
protected by CIPF.
- Financing solutions are
subject to credit approval by National bank.
- For details and conditions of the offer, please contact your advisor.
Solutions designed to meet your needs
Here to simplify your life
Wealth management is not just about your money. It also encompasses every aspect of your life: your time, energy, goals, dreams, family, and leisure activities.
It's a significant responsibility to take on.
However, you are
not alone in this journey.
We are here to support you.
Our team of specialists will collaborate
with you to bring insights and clarity to your financial situation.
This includes a comprehensive range of services, from portfolio
management to retirement plans.
Clarity at every stage of life
- Portfolio management
- Budget analysis and savings goals
- Real estate projects
- Debt management
- Banking needs
- Tax planning
- Retirement planning, disbursement, and succession
- Family protection and insurance
- Ongoing monitoring
Every decision made at Parent-Bujold is carefully considered, prioritizing our clients' interests above all.
"These services are offered by third party specialists."
Unique Banking Privileges
- Natioanal Bank's Mastercard World Elite with savings on annual fees
- Personal credit line
- Mortgage loans
- Virtual health care
- Legal assistance
- Free banking accounts
- Access to a private banker
