Today, wealth management requires a comprehensive and integrated approach, from the very early stages of life until the end. Our team, with the help of National Bank Financial experts, supports our clients and offer services in each of the following fields:
Portfolio management
Diversification, Risk Management, Value bias, Tax efficiency
Retirement planning
Investor Profile, Saving capacity, Targeted cost of living, Withdrawal strategy
Estate planning
Will, protection mandate, power of attorney, trust, philanthropy
Financial security
Life insurance, critical illnesses, disability, beneficiaries
Tax planning
Defer, split, deduct, tax credits, corporate vs personal
Banking services
Bank accounts, mortgage, credit card, private banking
We are proud that more than 400 wealthy families across Canada put their trust in our team.
