Our Process

Potential clients receive:

• A comprehensive initial consultation
• An in-depth assessment of your current situation
• A prioritized listing of issues needing to be addressed
• Our proposed Plan of Action

Clients receive:

• Continuous monitoring of investment portfolios supported by award winning research
• Regular contact to review and update your financial plan and investment portfolio
• Disciplined risk management incorporated into their customized investment strategy
• Access to individualized retirement, insurance& estate planning services

Products offered

National Bank Financial offers a large variety of account types and fee arrangements and there is a solution for every individual.
• Discretionary Private Wealth Management
• Private Portfolios
• Exchange Traded Funds and Mutual Funds
• Individual stocks, bonds & GIC’s
• Retirement Planning
• Hedge Funds & Alternative Investments
• New Issues
• Insurance and Estate Planning