- Retirement planning
- Estate planning
- Education planning
- Corporate planning
- Insurance planning
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.
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 Approach
Our approach is highly structured to focus on asset allocation, tax efficiencies, and risk analysis and management. Analyzing and combining different types of money managers, our goal is providing our clients with a concrete understanding of where and how they are invested.
All our clients receive a step-by-step investment program based on our accumulated experience and careful consideration of your needs and objectives to place our clients on the correct path to become financially successful.
In addition to access of a broad selection of investment solutions and products, we go above and beyond to provide the guidance and strategies for all considerations, including:
We provide our clients with online access and paper-based reports, including portfolio reviews and monthly reports, tailor-made to our client’s needs. We will report on your tax efficiencies and breakdown your portfolio’s performance.
What to Expect as Our Client
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 conservative portfolio style is suited for long-term investors as our commitment, dedication, and trustworthy advisory team is passionate about delivering our clients with the best, tailor-made plan. Through our resources we provide clients with premier service, competitive pricing, and most importantly experience.
We will help you rebalance your portfolio and diversify adequately for short and long-term success.
We build efficient portfolios that invest in large, proven companies for long-term, conservative growth like a pension fund to reduce your risk of volatility.
Our Five-Step Wealth Management Process
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.
Taking a consultative approach, we work with our clients to continuously evolve the plan as our client’s situation changes.
- Determining and understanding your financial goals and preferences
- Identifying interests in:
- Organizing your finances
- Providing for future generations
- Living a comfortable retirement
- Our wealth planning services for high net worth clients
- Protecting your estate
- Tax-effective investing
- Opening dialogues with your accountant and attorney
- We guide our clients through a careful planning process to help meet their needs and make their goals a reality.
- This
includes:
- A review of your current financial position
- Personalized financial plans
- An analysis of issues that are most important to you
- Implementation and transition schedule
- Setting priorities and identifying action items
- Involving other professionals, if needed
- Phase in the investment recommendations
- Enroll in wealth planning services if required
- Send transfer forms, consolidate
- Clients will receive comprehensive information from us to keep updated to date and informed
- We will monitor client’s progress according to their individual plan and goals
- Clients can expect detailed statements of their account and electronic access online
- We will inform clients of their accountant/attorney of any potential strategies they should be aware of that may add value
- We will help clients navigate their wealth plan and make adjustments as their life or the markets change
- Working closely with our clients, we will ensure that your investments and finances not only meet their current need for income, growth and diversification, but also consider your plans for the future and your family’s long-term security.
- We will
adjust the plan and investments when needed. This is accomplished
by:
- Eliminating dangers
- Identifying and exploring opportunities
- Building on strengths
