The financial planning process

National Bank’s financial planning process is supported by tools designed to meet your specific needs and guided by your Financial Planner.

  • Understand : We will determine your current situation and define your goals.
    Your Financial Planner will take the time to listen to you and discuss your financial, professional and personal situation, then help you set goals and priorities for your financial future.
  • Plan : We will draw up a financial plan or make changes to your existing financial plan to help you carry out your projects.
    Following a detailed analysis of your balance sheet and investor profile, your Financial Planner will determine the foundation of your plan.
  • Act : We will help you choose solutions adapted to your situation.
    Your Financial Planner will be able to identify innovative solutions tailored to your needs and priorities and propose an effective action plan.
  • Follow up : We will regularly review your plan and adapt it to any changes in your life.
    Your Financial Planner will meet with you regularly to review any changes in your situation and adapt your action plan accordingly.

Financial Plan

Our Financial Planners can determine what you will need to achieve your dreams, and work with you to develop a plan to make them a reality.

The financial plan is the cornerstone of your relationship with your Financial Planner. Drawing up a well-designed financial plan requires in-depth knowledge of several key areas, such as retirement planning, post-retirement planning, estate planning and investment planning. Each decision concerning these areas of expertise will affect your net worth, available cash and tax situation.

Summary of the financial plan

Following up on the action plan

To ensure the success of your financial plan, it must be followed up on and adjusted as necessary. Your plan will evolve over time in response to new laws and changes in your personal situation.



Financial planning services are offered by National Bank Securities Inc., a wholly-owned subsidiary of National Bank of Canada. National Bank Securities Inc. is registered as a financial services firm in Quebec.