Expertise

A good financial plan for peace of mind

Whatever your projects, we have the expertise to help you make them a reality.

 

Personal finances

Our branch advisors can provide you with advice regarding banking, credit or savings transactions that is geared to your needs and objectives.

I want to meet with someone who can advise me on managing my finances

 

Financial planning

A financial planner can help you in all of the following financial planning areas: retirement, investments, estate planning, insurance, personal finances, taxation and legal aspects.

I want someone to guide me through the financial planning process

 

Investment advice

Benefit from the expertise of National Bank Financial’s 1,000 advisors.

I want someone who can manage my investments proactively

 

Private wealth

You can count on the Private Wealth 1859 team to take charge of your portfolio management and provide superior, personalized service.

I want a team that can handle all of my wealth management needs

 

Direct brokerage

Take advantage of market opportunities thanks toNational Bank Direct Brokerage’s sophisticated technological tools.

I want to manage my own investments