Services offered by Patel-Wealth

Our approach

Welcome to Patel Wealth, where we take great pride in delivering exceptional services and unmatched expertise across a diverse range of financial disciplines. Our team is committed to providing you with a comprehensive platform that caters precisely to your individual needs.

At Patel Wealth, we believe in a collaborative approach. The plan we present is not just our plan; it's your plan. We value your active participation and want you to be fully engaged in the process. We are here to support and empower you, ensuring your success in achieving your financial goals. Regardless of the path you choose to get there, our mission remains the same: to help you meet your goals and achieve financial well-being.

With our unwavering dedication to excellence and a personalized approach, we strive to simplify your life and empower you to effortlessly manage your finances, regardless of your unique goals or circumstances. By leveraging our extensive knowledge and experience, we aim to provide you with the guidance and tools you need to make informed decisions and pave the way towards a brighter and more prosperous future.

Trust Patel Wealth to be your partner in success. Together, we will navigate the complexities of the financial landscape and ensure that your goals become a reality. Your success is our ultimate mission, and we are committed to helping you every step of the way.

Our services

Our team is dedicated to providing you with a wide range of essential financial services. We understand that comprehensive financial planning, strategic investments, reliable banking solutions, secure estate planning, comprehensive insurance coverage, and flexible lending options are crucial elements in achieving your financial goals.

At Patel Wealth, we firmly believe that these services serve as the fundamental building blocks for your financial success. We are committed to being your trusted partner in achieving your financial goals and aspirations. Our aim is to empower you to reach your goals and secure your financial future through our comprehensive range of essential financial services.

1. Understand your needs

We take the time to get to know you.
We undertake a detailed analysis of your current situation.
We understand your needs and concerns to help you set objectives and priorities.

2. Plan

We recommend solutions that are tailored to your needs and establish an action plan with your priorities in mind.
We design a personalized plan for your retirement.
We assist you in your decision making regarding estate planning and settlement.

3. Implement the plan

We build your investment portfolio and implement the adopted strategies.

4. Periodic monitoring

We monitor changes in your personal, financial and economic situation, to ensure the proposed solutions continue to suit your objectives.

Our services

As you go through life and your situation changes, your expectations and financial goals will evolve. Our team guides you every step of the way and calls on specialists from various areas to make personalized recommendations and help you achieve your goals.

These services are offered by third party specialists. ^{1, 2, 3}

Purpose

Have a qualified professional manage your investment portfolio.
Strike a balance between risk and reward.
Enjoy a flexible solution that stays true to your goals.

Main benefits

Have a clear plan to achieve your goals.
Be able to react to the unexpected.
Achieve the maximum benefits of diversification.

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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

As a National Bank Financial—Wealth Management client, you can take care of all your banking in one place:

Everyday transactions
Financing
Specific needs

Main benefits

Savings on certain banking solutions.
Healthcare and legal virtual assistance services.
Competitive interest rates.

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

An illustration of a wrench and screwdriver inside a blue circle.

Toolbox

Our useful resources will help you effectively manage and better understand your finances.

Understanding your statements

Understanding online services

Budget tool

Understanding tax slips

Tax and Investment Guide – Canada (excluding Quebec)

Tax and Investment Guide – Quebec

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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.