Products and Services

Products and services

Several factors must be considered before selecting an investment solution or vehicle. We will help you choose the appropriate investment solution and ensure your assets are diversified according to:

ü  your goals

ü  your priorities

ü  your investment horizon

ü  your risk tolerance

National Bank Financial – Wealth Management is a full-service investment dealer. This means that, to help you reach your goals, we can draw on the full range of investment vehicles, including:

  • discretionary portfolio management
  • socially responsible investments
  • equities
    common shares, warrants, rights, etc.
  • fixed-income securities
    longer-term GICs, bonds, strip coupons, preferred shares, etc.
  • derivatives
    options, calls and puts with various strategies.
  • money market securities
    short-term GICs, Treasury bills, etc.
  • structured products
    principal-protected notes, etc.
  • mutual funds
  • insurance products
    life insurance, disability products, critical illness, long-term care and group insurance

Our services can be tailored to your degree of knowledge and comfort with investing. Management of your portfolio can be delegated in whole or in part or you can play an active role.