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.
Through National Bank Financial, we are able to provide the broadest range of wealth management services and products. This includes private money managers that are typically only accessible to ultra-high net worth individuals and ethics. We also have access to Trust and Estate planning specialists as well as insurance specialists through National Bank Financial.
National Bank Financial is 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.
*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.