NBF - Wealth Management

National Bank Financial - Wealth Management is the 5th largest investment dealer in Canada*, with offices from coast to coast.

We combine individual advisory and brokerage services with institutional brokerage, corporate finance, and third-party securities clearing and brokerage services.

We are one of the leading firms in institutional equity sales and trading and highly regarded for the quality of our equity and capital market research. In fact, each year we are recognized by Brendan Wood International in several award categories**.

Our mergers and acquisitions expertise, integrated corporate banking capability and key participation in all Canadian fixed-income markets are just a few reasons to trust National Bank Financial - Wealth Management.

Highlights:

  • Founded in 1902;
  • Strengthened by strategic associations and numerous acquisitions, most recently Wellington West Capital and certain assets of HSBC Securities;
  • Nearly 1,000 investment advisors in more than 100 branches across Canada;
  • Dominant presence with a market share of 27% in Quebec and 9% in Canada;
  • Over 400,000 individual clients;
  • Annual revenues exceeding $550 million;
  • Approximately $75 billion in assets under management; and
  • A sturdiness that is amplified by the support of its parent company, National Bank, which ranks among the twenty strongest banks in the world according to Bloomberg Markets.

*National Bank Financial - Wealth Management is the 5th largest investment dealer in Canada for full-service brokerage in terms of assets under management, according to Investor Economics.

** Brendan Wood International is an international and independent organization which rewards analysts and research teams from several financial institutions around the world. These awards recognize the quality of researches on various industry categories produced by these institutions.