We’re thoughtfully designed for you.

As successful individuals, our clients value opportunity and time efficiency—and our process is designed to meet those needs. Through our comprehensive review, we will evaluate your wealth potential and opportunities for growth. Creating space for you to talk openly about what matters most, we precisely tailor our guidance and adapt as your goals evolve.

With world-class portfolio management, a comprehensive suite of services, and clear communication, you can enjoy peace of mind while we expertly build your assets. 

With world-class portfolio management, a comprehensive suite of services, and clear communication, you can enjoy peace of mind while we expertly build your assets. 

DISCOVERY

–

REVIEW

–

GOAL SETTING

–

PLAN

–

ANALYSIS

–

RECOMMENDATION

–

DISCOVERY – REVIEW – GOAL SETTING – PLAN – ANALYSIS – RECOMMENDATION –

  • Description text goes here

  • Description text goes here

  • Description text goes here

  • Item description

  • Item description

  • Item description

  • Item description

  • Item description

1 Financial Planners are authorized to act in the field of Financial Planning. They exercise their duties for National Bank Financial Inc., a financial planning firm.

2 Insurance products and services are provided by National Bank Insurance Firm (NBIF) or by NBF Financial Services (NBFFS), as applicable. NBIF and NBFFS are not members of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.

3 Financing solutions are subject to credit approval by National Bank.

4 We work closely with the Taxation, Retirement and Estate Planning Team from National Bank Trust, made up of multidisciplinary experts who provide knowledge and advice that complement our service offering. These experts assist us in providing the best solutions for your personal finances related to taxation, retirement and estate planning.

5 NBF is not a tax advisor and clients should seek professional advice on tax-related matters, including their personal situation. Please note that comments included in this letter are for information purposes only and are not intended to provide legal, tax or accounting advice. The comments reflect the opinion of their author only and may not reflect the views of NBF.