National Bank Financial - Wealth Management

Advice and a wide selection of investments

Before we even begin to talk about the investment vehicles likely to help you reach your goals, we focus our energy – and our people – on providing you with objective, well-researched information and wise counsel. That’s why we put the Investment Advisor at the centre of your relationship with our firm.

In addition to investment solutions, your Investment Advisor has access to expertise in financial, tax, estate and retirement planning, so that you can manage every aspect of your financial affairs together.

Choosing an approach tailored to your needs

At the beginning of your business relationship, your Investment Advisor will ask you about the degree of involvement you wish to have in the day-to-day management of your wealth. He or she will ask you to specify whether you want to have a direct hand in the investment process with the benefit of his or her advice, or whether you would prefer to have your advisor delegate all or part of this management to internal or external specialists on your behalf.

  • Fully delegate the management of your portfolio
    With this approach, you and your advisor choose the right vehicle based on your objectives and investor profile. From that point on, you have the comfort of knowing that one or more professional portfolio managers are watching over your investment, and your advisor is watching over the portfolio managers.
  • Partially delegate the management of your portfolio
    Many investors don’t have the time, knowledge or desire to fully manage their own portfolios. However, they do want to participate to some degree in the process, discussing approaches and investments with their advisor, and still retain final control over the ultimate decisions.
  • Be active in the management of your portfolio
    Investors who want to be actively involved in the day-to-day management of their portfolios can work with their Investment Advisors in two ways. They can either validate recommendations their advisor makes in terms of individual security selection, portfolio rebalancing and tactical asset mix shifts, or they can participate actively and directly in the process, bringing some of their own ideas to the table.

A complete range of investment vehicles

National Bank Financial Wealth Management is a full service securities brokerage firm. This means that your Investment Advisor has access to a complete range of investment vehicles to help you reach your goals: