Products and Services

Several factors must be considered before selecting an investment solution or vehicle. We will help you choose the appropriate investment solution and ensure your assets are diversified according to:

ü  your goals

ü  your priorities

ü  your investment horizon

ü  your risk tolerance

National Bank Financial – Wealth Management is a full-service investment dealer. This means that, to help you reach your goals, our Team can draw on the full range of investment vehicles, including:

money market securities
short-term GICs, Treasury bills, etc.

  • fixed-income securities
    longer-term GICs, bonds, strip coupons, preferred shares, etc.
  • equities
    common shares, warrants, rights, etc.
  • structured products
    principal-protected notes, etc.
  • mutual funds
  • discretionary portfolio management products

Regardless of your financial objectives and risk tolerance, we can provide you with a wide range of traditional investment offerings traded throughout the world.  We offer a comprehensive selection of managed portfolio and fee-based programs.

Whether you and your family are looking to assign all portfolio managment to a team of experts, benefit from advice while maintaining day-to-day decision-making authority, or combine your investments with banking services, we have a solution for you through our Ambassador, SEI and MyWealth fee-only portfolio programs.

Insurance and Estate Planning

A smart insurance strategy and well thought-out estate plan are essential for creating a legacy that will last, for your family and for generations to come.

We can assist you with finding the right insurance solutions and will work with you to create an estate plan that is custome designed to meet the needs of your family, your heirs, your business interests and you philanthropic considerations. 

*Insurance is done through NBF Financial Services a wholly-owned subsidiary of National Bank Financial, and it is not covered by the Canadian Investor Protection Fund.