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.
Throughout our relationship, our team listens to your needs. We tailor our recommendations to your situation and ensure that we propose the solutions that best suit you.
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
Main benefits
These services are offered by third party specialists. ₁
Purpose
Main benefits
These services are offered by third party specialists. 1
Purpose
Main benefits
These services are offered by third party specialists.2
Purpose
Main benefits
These services are offered by third party specialists.2
Purpose
Main benefits
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:
Main benefits
Do you want to give back to the community? Let our team guide you in designing a philanthropic plan.
By choosing the Vinet Group of National Bank Financial – Wealth Management as a partner towards your financial success, you can count on receiving expert, unbiased advice to help you make the right decisions.
Our wealth advisors can help you properly diversify your portfolio and identify solutions that meet your needs, objectives, and risk tolerance.
From the outset of our relationship, you will benefit from the support of a wealth advisor to help you manage your assets. Together, we will determine your objectives and investor profile by looking at what you want to do with your money and the time horizon for doing so.
Our advisors are professionals with solid credentials and relevant industry experience. With their help, you will gain access to a wide range of products created to meet your needs, based on your financial objectives.
By working with an advisor, you can be sure your wealth is being closely monitored. We will undertake a regular rebalancing of your portfolio and will be contacting you regularly to take stock.
Our useful resources will help you effectively manage and better understand your finances.
