Growing your wealth
Invest in the projects that are important to you, all while having a dedicated team to help you achieve them
Powering your life
Wealth is the engine that powers your life goals. Our advisors have all the tools you need to achieve them!
Your wealth advisor will help you realize your ambitions
We are ready to listen
Your advisor will listen attentively and find solutions that meet your needs.
We are savvy strategists
Your advisor knows which financial products that will maximize your investment performance while reducing your income taxes.
We are a solid team
Your advisor works with a network of specialists, specific to your projects.
A long-term vision
Plan your future
A sound savings and investment strategy will let you grow your wealth so you can accomplish your plans.
Be prepared
Protect your loved ones by preparing realistic scenarios and taking out sufficient insurance coverage.
Be flexible
Flexibility is the name of the game when adapting to different challenges: early retirement, caring for an elderly parent, or buying and renovating a cottage.
Think short and long-term
Retired? Thinking of revising your estate plan? Set up a strategy to simplify the distribution of your assets.
Philantra Foundation: more than just a donation
A non-profit and charitable organization, the Philantra FoundationTM was created to help you provide long-term support to the causes that matter most to you. It enables you to create your very own charity from within a public foundation without having to worry about timelines, costs and the administrative complexities of creating and managing a private foundation. You can simply choose the cause that means the most to you, and we’ll support you at every stage.1
Our expertise at your service
Our banking solutions
Simplify your day-to-day life with our convenient and innovative solutions. There is something for everyone.
Portfolio management
Save time and trouble by leaving your portfolio transactions to an expert.
Tax planning
Reduce tax impacts with made-to-measure tax strategies.
The fine print
1. The Philantra Foundation reserves the right to validate beforehand the conformity of the chosen cause.
TM The PHILANTRA FOUNDATION logo and the word marks SOCIAL MISSION CHARITABLE FUND and NATIONAL BANK TRUST are trademarks of National Bank of Canada. These trademarks are used under license by authorized third parties.
Will you be OK for the future?
Talk to our wealth advisors about your life goals. They will develop an effective savings strategy for you.
