NBF Wealth Management

About National Bank Financial Wealth Management

  • Traces its roots back to 1902.
  • A full-service IIROC-registered investment dealer providing a comprehensive menu of advice, financial products, and services.
  • Offers a continuum that extends from simple investment recommendations and execution all the way to holistic wealth optimization advice and discretionary portfolio management. 
  • Advisors supported by a team of industry-leading analysts and economists, as well as financial planning, estate, risk protection and banking specialists.


  • More than 900 Investment Advisors.
  • a 107-branch network that extends from Halifax to Victoria.
  • 5th largest investment dealer in Canada as measured by assets under administration.
  • Managing and advising on $86 billion for over 325,000 individual clients.
  • Cutting-edge technology.
  • A state-of-the-art discretionary portfolio management platform.
  • A full suite of managed products designed using an open architecture principle with all asset management done by external portfolio managers.