Our Approach

By choosing National Bank Financial - Wealth Management and Webber Family Wealth Management as a partner in your financial success, you can count on receiving expert, unbiased advice to help you make the right decisions. We are professionals with solid credentials and relevant industry experience. With our help, you will gain access to a wide range of products created to meet your needs, depending on your financial objectives.

Our team can help you properly diversify your portfolio and identify solutions that correspond to your needs, objectives and risk tolerance.

From the outset of your relationship, you will benefit from our support to help you manage your assets. Together, we will determine your objectives and your investor profile by looking at what you want to do with your money and  your time horizon.

By working with our team, you can be sure your wealth is being closely monitored. We will undertake regular rebalancing of your portfolio and will contact you to take stock.