Our services: wealth management, portfolio management and more | National Bank Financial

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.

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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 of our clients' needs.

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Our approach

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.

Approach

When choosing Dean Trimble Wealth Management and National Bank Financial as your partner, you can count on expert advice to help make good decisions.

You will benefit from the support of experts who will ask the right questions, recommend strategic alternatives and provide regular check ups.

We view our role as fiduciary and promise to deliver quality advice and thus achieve favorable outcomes.This is our fiduciary promise.

Fiduciary. A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties.A fiduciary is someone who has undertaken to act for and on behalf of another in a particular matter in circumstances which give rise to a relationship of trust and confidence. - Lord Millet.

A well-defined process provides structure to financial conversations. It can also provide definition to complex financial language so that a clear understanding exists between the advisor and client. Ultimately,the reason for having a process is to put clients into the best position for success.

Ask the right questions

Create a picture of your financial situation and where you are today.

Goals

What are your goals for the future?

Assessment

How attainable are those goals? Which are realistic? Which are priorities?

Explore

What actions are required to get you to your goals?

Conversation

How comfortable are you with the actions needed toget to your goals? Are these things you can do? What can we do to keep you on-track?

Tools

Beyond the basic process are an assortment of tools which can be called upon as needed. Examples of these tools include: Estate plans, insurance strategies,financial plans, cash flow forecasts, automated savings plans, dollar-cost averaging, investor education, tax-harvesting, regular review meetings, on-line account access, portfolio construction, discretionary investment management.

Plans are of little importance, but planning is essential- Winston Churchill

Products & Services

National Bank Financial - Wealth Management does not spare any effort to fulfill its mission: manage the worlds most important investments, yours. We have the expertise and the resources to help you grow your wealth and reach you financial goals.As a fully licenced securities dealer a variety of products and services are available through NBFWM. A few are highlighted here.

With Private Council, affluent Canadians can now benefit from exclusive products and personalized service from a multidisciplinary team.

At National Bank Financial – Wealth Management, affluent Canadians with assets exceeding $1 million have access to an exclusive line of products to meet their complex and unique needs.

Private Council was created to offer you highly personalized service and solutions to free you of the burden of managing all the intricacies of your wealth. What you gain is the benefit of receiving expert advice from a multidisciplinary team specialized in different facets of your financial wealth, including:

Portfolio management;
Private banking;
Estate, tax and financial planning; and
Access to adequate insurance products.

Contact us for more information on this program. Our clients using this service have been unilaterally happy.

Insurance Products and Solutions are provided by NBF Financial Services, not NBF. NBFFS is not a member of the Canadian Investor Protection Fund and the products sold by NBFFS are not guaranteed by the CIPF.

AS A FULL-SERVICE INVESTMENT DEALER, NATIONAL BANK FINANCIAL GIVES YOU ACCESS TO THE FULL SPECTRUM OF INVESTMENT VEHICLES TO BUILD YOUR CUSTOM PORTFOLIO.

Increasingly, people have come to realize that making investment decisions on their own isn’t always the best way to create wealth. Many now recognize that their prospects for investment success can be vastly improved if they do what wealthy people have always done: focus on what they do best and take advantage of the expertise of professional money managers.

National Bank Financial offers a comprehensive selection of managed portfolio and fee-based programs. Our Turnkey Solutions include two different services: the National Bank Financial Ambassador Portfolio Service and the Baskets and Private Pools Discretionary Management Program.

Whether you and your family are looking to assign all portfolio management to a team of experts, benefit from advice while maintaining day-to-day decision-making authority, or combine your investments with banking services, we have a solution for you through our Turnkey Solutions. All Turnkey Solutions hire third party portfolio managers unrelated to NBF and therefore eliminate any perceived or potential conflicts of interest.

Complimenting NBFWM Turnkey Solutions are access to most third party mutual funds, best of breed managed platforms as well as exchange traded funds (ETFs).

Online portfolio, stock market information, market snapshots....Get all the information you need directly from NBFWM website. NBFWM has developed a set of interactive functions exclusively for our clients. With our e-services you can access five sections directly from your account online:

1. On-line portfolio: Access data concerning your investment portfolio, current to the most recent business day.

2. Stock Market information: See detailed data for the stocks of your choice.

3. Market Snapshot: See how the indices are doing today and view the Top 10 on the stock exchanges of your choice.

4. Virtual Portfolios: Follow the progress of stocks that are not necessarily in your real portfolio.

5. Research: Consult our latest financial analysis.

Access

You can access your e-services from any page on our website. Simply click on the client access link located at the top of the page.

If this is the first time you access your account on-line you will first need to sign up to receive a user name and password. Create your access immediately by clicking here or contact us for help. At anytime if you encounter problems accessing your account you can contact our e-support team at 1 888 751 1220.