Banking Advisors

Our experts are there for you

Guidance at every stage of your life

People change, and so do their financial needs. You can rely on an advisor to help you find the best banking solutions, invest your money wisely and plan your finances, no matter where you are in life.

"Advice costs nothing but can be worth plenty."

- Axel Oxenstierna, Lord High Chancellor of Sweden

4 types of advice

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Personal finances

Need help choosing a banking package, applying for credit or deciding on the best way to save? Learn how to manage your finances with personalized advice from our experts.

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Investing and retiring

Looking to invest your retirement savings? Our retirement and investment advisors can help you create an investment strategy and devise a plan when it's time to cash in your investments for retirement income. They can also advise you on how to use your pension plan and your severance payment when leaving a place of employment.

Find a Retirement Advisor
 

Further reading

Preparing for your meeting

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Man in suit on a bridge looking at his phone
Man in suit on a bridge looking at his phone
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Financial planning

As your wealth increases, you'll need the support of certified experts. Financial planners1 are specially trained to help you protect and grow your assets.

Find a Financial Planner

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Mortgage loans

Ready to take the leap and buy a home? Our mortgage specialists are here to guide you through the process of buying property. Get preapproved the first time you meet with your advisor.

Find a specialist

Three professionals in an office with a city view
Three professionals in an office with a city view
Three professionals in an office with a city view

Other ways to manage your finances

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Little details that matter

1. Financial planning services are offered through subsidiaries of National Bank. Financial Planners provide their services on behalf of National Bank Securities Inc., a wholly owned subsidiary of National Bank.

Ready to get advice?

Meet with an advisor to find the best solutions for you.

Make an appointment

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