As your financial needs evolve over time, you will need different solutions depending on your stage in life. This is especially important when you want to build the financial wealth needed to carry out the projects that matter most to you. We understand this and can help.
As a member of the National Bank Financial – Wealth Management team, we can draw on more than a century of know-how and are backed by one of Canada’s largest financial groups. We have both the expertise and the resources to help you build and manage the assets you need to reach your goals.
We offer each of our clients a personalized approach and a customized investment portfolio. We can also recommend complementary financial products and services in order to meet all of your financial needs.
Why is National Bank Financial – Wealth Management good for clients? We have:
• a very supportive environment for advisors, which means the needs of clients come first.
• accountability to clients to ensure they are on track to meet their financial goals.
• mobile wealth management specialists who are able to meet clients at their convenience.
• an accessible and responsive management team that will solve client issues; less bureaucracy and more support.
• the ability to maximize advisor performance through state of the art technology, top-ranked research capabilities, and an extensive product offering which translates into exceptional service and advice for clients.
• a comprehensive, holistic Wealth Management platform for clients in every life cycle.
• innovative discretionary portfolio management services and private portfolios unique to the industry that provide greater efficiency in helping clients achieve their objectives.
If you have questions or want more information, please do not hesitate to contact us.