Solutions designed to meet your needs
By choosing National BankFinancial – Wealth Management as a partner in your financial success, you can count on receiving expert, unbiased advice to help you make the right decisions. We are professionals with solid credentials and relevant industry experience. With our help, you will gain access to a wide range of products created to meet your needs, depending on your financial objectives. Our team can help you properly diversify your portfolio and identify solutions that correspond to your needs, objectives and risk tolerance. From the outset of our relationship, you will benefit from our support to help you manage your assets. Together, we will determine your objectives and your investor profile by looking at what you want to do with your money and your time horizon. By working with our team, you can be sure your wealth is being closely monitored. We will undertake regular rebalancing of your portfolio and will contact you to take stock.
Our Approach
By choosing National BankFinancial – Wealth Management as a partner in your financial success, you can count on receiving expert, unbiased advice to help you make the right decisions. We are professionals with solid credentials and relevant industry experience. With our help, you will gain access to a wide range of products created to meet your needs, depending on your financial objectives. Our team can help you properly diversify your portfolio and identify solutions that correspond to your needs, objectives and risk tolerance. From the outset of our relationship, you will benefit from our support to help you manage your assets. Together, we will determine your objectives and your investor profile by looking at what you want to do with your money and your time horizon. By working with our team, you can be sure your wealth is being closely monitored. We will undertake regular rebalancing of your portfolio and will contact you to take stock.
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.
What we will do for you: Understand, Plan, Act and Monitor
• Take the time to get to know you.
• Undertake or perform a detailed analysis of your current situation.
• Understand and identify your needs and concerns to help you set objectives andpriorities.
• Recommend solutions that are tailored to your needs.
• Establish an action plan and the steps to take, with your priorities in mind.
• Design a personalized plan for your retirement and investment needs.
• Assist you in your decision making regarding estate planning and settlement.
• Monitor changes in yourpersonal, financial and economic situation, to affirm the proposed solutions continue to suit your objectives.
