Planning your finances

A strategy for each key moment in your life

Helping you grow your wealth

As you reach key milestones such as getting married or having a child, your financial needs will change. Financial planning can help you break things down by cost and decide which tools you need now to prepare for the future.

Expert advice for your big ideas

As your wealth increases, you'll need the support of qualified experts. Financial Planners1 leverage their vast experience and expertise to offer highly professional service tailored to your needs.

Financial planning

Woman getting advice from a financial planner

Why choose this service?

Let an expert power your ideas. Certified Financial Planners are trained to help you plan, execute and achieve your goals.

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Why meet with a Financial Planner?

Your Financial Planner can help you figure out the best way to grow your wealth by choosing investment solutions that meet your needs. They will work closely with you to help you stick to your plan and achieve financial independence.

Couple looking at the sea
Couple looking at the sea
Couple looking at the sea
Couple and little girl on a couch looking at a tablet

A 4-step financial strategy

  • Understand: Financial Planners start by drawing up an overview of your current situation and objectives.
  • Plan: They develop the best strategy to meet your goals based on your investor profile.
  • Act: They work with you to recommend new, more effective solutions whenever they can.
  • Track: They meet with you regularly to make sure your plan still meets your needs.
Infographic of the 7 areas of financial planning

Advice covering seven areas of expertise

Financial Planners consider the seven areas of financial planning set out by the Financial Planning Standards Council (FPSC) and the Institute of Financial Planning. They assess the legal aspects of your situation, offer insurance solutions, help you plan your retirement and your estate, help you draw up a budget or summary of your finances, assist you with tax planning and recommend investments.

Infographic of the 7 areas of financial planning
Infographic of the 7 areas of financial planning
Infographic of the 7 areas of financial planning

Other ways to manage your finances

Two women laughing at the beach

Your Personal Finances: Where to Start

Couple meeting a banking advisor

Banking Advisors

Financial statement tool

Take the time to create your financial assessment and get a clear overview of your personal finances.

Get started

Little details that matter

Ready to plan your finances?

Schedule an appointment at your branch to get tailored advice.

Find a Financial Planner

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1‑888‑751‑1220

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Terms of use
National Bank’s virtual assistant

When using our Virtual Assistant Service (the "Chatbot"), you accept these Terms of Use, which are subject to change without notice. Furthermore, you agree to consult these Terms of Use from time to time and acknowledge that your continuing use of the Chatbot means that you have accepted any changes that may have been made. Your continued use of the Chatbot means that you’ve read, understand and agree to these Terms of Use, the Terms of Use for our website, our Online transaction services, and to our privacy policy. You also understand any other agreements that you have with us will continue to apply when you use the Chatbot.

1. Our Services and your responsibilities

The Chatbot is an automated service which is integrated into our online banking platform.

The Chatbot is preprogrammed to answer general questions concerning the use of our online banking platform solely for informational purposes. The Chatbot is not able to answer questions on personal monetary transactions or products you hold with us.

By using the Chatbot, you understand and agree that:

  • The Chatbot does not provide financial advice or financial planning services.
  • The Chatbot does not conduct any banking transactions.
  • The Chatbot may not be able to answer all your questions. Therefore, it may not be able to provide you with the information you require. You must judge whether the answer provided responds to your question accurately. In the case of uncertainty, a customer service representative would be happy to help you. You can call us toll free at 1-888-483-5628 or 514-394-5555.
  • The Chatbot is not a complaint service. You cannot use the Chatbot to file complaints. If you have any complaints, you can contact us at the number indicated above.
  • We monitor, record and store the discussion that you have with the Chatbot to improve our interactions with our clients.
  • You will not provide the Chatbot with any confidential, personal, or private information. For example, you will not provide the Chatbot with your login information, PIN or other personal banking information.

2. Limitation of Liability

You acknowledge that we won’t be liable for any losses or damages that you may suffer as a result of your use of the Chatbot, including if the Chatbot is unavailable for any reason.

We cannot guarantee that the results obtained via the Chatbot will be accurate and reliable and that the answers provided will meet your expectations.

We will not be held liable for damages you incur as a result of:

  • Any delay, error, interruption or omission on our part or any other event beyond our control.
  • Any deficiency or technical error or any unavailability of our systems and wireless networks.
  • Your failure to meet any of your obligations.
  • Any amendment to or suspension, refusal or blockage of the Chatbot.
  • Any decision or measure you take in response to information and data obtained via the Chatbot.
  • Any other damages you may incur that are not caused by negligence on our part.

3. Language

You have requested that these Terms of Use, and related documents be drawn up in English.

4. Governing Law

These Terms of Use are governed and must be interpreted in accordance with the laws in force in the province or territory where you reside. If you reside outside Canada, the laws in force and the courts of competent jurisdiction are those of the province of Quebec.

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