Integrate your legal considerations into your financial planning

  • Determine the information and documents that could have a legal impact on your life projects.
  • Take advantage of advice to settle legal questions concerning you and your spouse, your family or your business.

Some aspects of your life, such as matrimonial regime, family assets and the administration of your assets in the event of incapacity, can affect your personal finances.

Each situation is unique, and legal matters are frequently of great importance.

Your Financial Planner’s overall expertise will enable you to:

  • Integrate into your financial planning legal elements that are essential to growing your wealth
  • Make adjustments based on your objectives with the assistance of a legal professional, lawyer or notary

We recommend that you meet with a professional to complete the necessary documents.

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.