Manage your finances efficiently

  • Manage your assets and liabilities to optimum effect.
  • Maximize your finances and free up cash for projects you care about.

Whether you want to manage your personal debts or take on a major project, such as buying a business, your Financial Planner can help you by analyzing your current situation and your needs in order to propose the best solutions.

Your Financial Planner will help you:

  • Set financial objectives
  • Draw up and analyze your personal balance sheet and budget
  • Assess your borrowing capacity
  • Determine financial and tax strategies that will allow you to efficiently manage your assets and liabilities while maximizing your net worth


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.