Optimum return on your investments

  • Find out what asset allocation is best suited to your investor profile and, if necessary, obtain a blueprint charting your transition to an optimal investment portfolio.
  • Obtain recommendations for your optimal asset allocation, based on your objectives.
  • Tailor your portfolio to the projects you have planned.

Regardless of your investment objectives and the size of your portfolio, we can help you optimize your financial position based on your investor profile.

Your Financial Planner will take a proactive approach to helping you complete each of the following steps:

  1. Determine your investor profile
  2. Set your investment objectives, based on your risk tolerance and target returns
  3. Review your current asset mix
  4. Analyze the type of income you receive and assess its tax impact on your financial position
  5. Determine which information could limit your investment strategy, especially with respect to legal, taxation and estate issues
  6. Choose the main investment instruments and the most efficient structure for your 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.