Wealth Management

Wealth Management

There’s more to building wealth than investing money. You also need to establish a thorough and realistic plan to carry out your projects through the years.

We are committed to advising you in all areas of your financial wealth.  Supported by a team of experts, our advisors will provide integrated solutions for all your wealth management needs.

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 professionals you can trust to establish a solid tax strategy.

Estate planning

To ensure that your wishes are respected, it is crucial to have an estate plan and an up-to-date will. We can refer you to professionals you can trust to establish an effective estate strategy.

Banking solutions

We 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 through a mortgage, or any other particular need you may have, we can help.

Insurance products and annuities

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, we can guide you to help define your needs by assessing in your potential risks.