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
- GIC's
- Government bonds
- Preferred shares
- Stocks
- ETF's
- Trust units
- Mutual funds
- Baskets (refer to our Baskets tab for further information)
- Managed portfolios
- Retirement Plans
- Registered Education Savings Plans (RESP)
- Estate plans
- Registered Education Disability Plans (RDSP)
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Our services
Portfolio Management
Portfolio management consists in investing your assets in a way that seeks to grow your financial wealth over time, or to reach specific financial objectives in order to carry out future projects. It can be done over different time horizons and must take into account your cash flow needs and the tax impact of your decisions.
Financial Planning
Good financial planning includes a comprehensive and objective analysis of your financial situation* as well as an action plan and recommendations that can help you enhance your wealth and achieve a certain level of financial independence.
Tax Planning
Capital gains and investment income are taxed differently depending on the investment product you use. With good planning, you can ensure you choose investment vehicles that reflect your tax situation so that you can grow your wealth more efficiently. Your advisor can refer you to a professionnal.
Estate Planning
To ensure that your wishes are respected, it is crucial to have an estate plan and an up-to-date will. Your advisor can refer you to professionals you can trust to establish an effective estate strategy.
Banking Solutions
National Bank Financial – Wealth advisors have access to the complete line of National Bank’s banking solutions. Whether you’re looking for a solution for your everyday transactions, your financing needs or any other particular need you may have, we can help.
Insurance Products
It is crucial to see to your financial security and that of your family today in order to avoid financial problems in the event of death, illness or disability later on. To ensure that you have the right coverage, your advisor will guide you to an expert who will help define your needs by assessing in your potential risks.
Financial Planning approach to wealth management
- Identifying all aspects of a client's financial life including tax and estate planning, with a focus on preserving and protecting wealth.
- Retirement planning- specializing not only saving for retirement but having an exit strategy once in retirement (Tax strategies).
- Constant review of markets and recommended investment choices.
- Constant updates with changes to your portfolio.
- Primary client contact for investment related activities.
- Manage the complete client portfolio review process.
