NBF - Wealth Management

National Bank Financial -Wealth Management is Canada’s 5th largest investment dealer*, withoffices 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 only a few reasons to trust National Bank Financial - Wealth Management.


  • Founded in 1902;
  • Strengthened by strategic associations and numerous acquisitions, most recently Wellington West Capital and a number of HSBC Securities assets;
  • Nearly 1,000 investment advisors in more than 100branches across Canada;
  • Dominant presence with a market share of 27% inQuebec and 9% in Canada;
  • Over 400,000 individual clients;
  • Annual revenues exceeding $550 million;
  • Approximately $75 billion in assets undermanagement; and
  • A sturdiness that is amplified by the support ofits parent company, National Bank, which ranks among the top 20 banks in theworld according to Bloomberg Markets.

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

** Brendan WoodInternational is an international independent organization whichrewards analysts and research teams from several financial institutions aroundthe world. These awards recognize the quality of researches on various industrycategories produced by these institutions.