Our philosophy

 

Our Business Principles


The right partner for your financial success

By choosing the Vinet Group of National Bank Financial – Wealth Management as a partner towards your financial success,you can count on receiving expert, unbiased advice to help you make the right decisions.

Our investment advisors can help you properly diversify your portfolio and identify solutions that meet your needs,objectives, and risk tolerance.

 

A service pledge

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

 

The customer at the center of our priorities

Our advisors are professionals with solid credentials and relevant industry experience. With their help, you will gain access to a wide range of products created to meet your needs, based on your financial objectives.

 

Clear communication and first-rate services

By working with an advisor, you can be sure your wealth is being closely monitored. We will undertake a regular rebalancing of your portfolio and will be contacting you regularly to take stock.