EXPERTISE

 

A good financial plan
for peace of mind

Whatever your projects, we have the expertise
to help you make them a reality.

I want to meet with someone who can
advise me on managing my finances


Personal finances

Our branch advisors can provide you with advice regarding banking, credit or savings
transactions that is geared to your needs and objectives.

I want someone to guide me through the financial planning process

Financial planning

A financial planner can help you in all of the following financial planning areas: retirement, investments, estate planning, insurance, personal finances, taxation and legal aspects.

I want someone who can
manage my investments proactively

Investment advice

Benefit from the expertise of National Bank Financial’s 1,000 advisors.

I want a team that can
handle all of my wealth management needs

Private wealth

You can count on the Private Wealth
1859
team to take charge of your portfolio management and provide superior, personalized service.

I want to manage my own investments

Direct brokerage

Take advantage of market opportunities
thanks to National Bank Direct Brokerage’s sophisticated technological tools.