- 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
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.
Your personalized support
Our team is made up of highly qualified investment professionals with many years of experience in wealth management. We leverage the expertise of all team members to ensure our clients get the best possible financial management advice.
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 our client’s 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. We use up to date, and innovative solutions to help you achieve your goals.
What can we offer you
We offer following comprehensive services:
- Portfolio construction
- Financial planning ¹
- Estate planning ²
- Tax planning ²
Along with up-to-date options, products, and plans to help build an investment portfolio that meets your financial objectives including but not limited to:
- Stocks and Bonds
- Structured notes
- GIC’s
- Exchange traded funds
- Margin and cash accounts
- Registered plans – RRSP, TFSA, RESP, RIF, RDSP, LIRA, LIF
