National Bank Financial Group recognized for its retirement education and awareness program
At the 16th annual Canadian Investment Awards, National Bank Financial Group received the IFIC Investor Education Award in recognition of its wide range of excellent tools available to help clients plan their retirement.
Selected from among eleven finalists in the Canadian investment industry, the Financial Group set itself apart through the quality, relevance, originality and accessibility of its information and planning tools. “We are proud to receive this award recognizing our retirement initiative, as it is a testament to our innovative approach to helping individuals and business owners prepare for one of the most important stages of their life,” said Charles Guay, Senior Vice-President – Strategies, Marketing and Investment Solutions, Wealth Management at National Bank Financial Group.
Considered a leader in retirement planning, National Bank Financial Group is promoting its Understand, Plan and Act approach to help clients develop a three-part retirement plan. Supported by highly regarded planning and awareness tools, this approach is suitable for people of all ages. “The work that we have accomplished these past few years demonstrates our commitment to helping people understand retirement issues, take charge of their financial planning and achieve their dreams,” said Patrice Delisle, Senior Manager – Retirement Strategy, National Bank Financial Group.
The award is a testament to the Financial Group’s expertise in retirement and the reliability of its tools, such as the Retirement Index and Retirement Guide, and practical guides, such as My Dream Retirement, Retirement Horizon and Momentum: Retirement at a Glance. The Financial Group’s approach and wide array of retirement tools, which are presented online at nbc.ca/retirement, are a clear indication of an innovative organization that is constantly evolving.
The Canadian Investment Awards recognizes excellence in the Canadian financial services industry. Sponsored by the Investment Funds Institute of Canada (IFIC), the Investor Education Award acknowledges outstanding educational initiatives.
About National Bank of Canada
National Bank of Canada is an integrated group that provides comprehensive financial services to consumers, small and medium-sized enterprises and large corporations in its core market, while offering specialized services to its clients elsewhere in the world. National Bank offers a full array of banking services, including retail, corporate and investment banking. It is an active player on international capital markets and, through its subsidiaries, is involved in securities brokerage, insurance and wealth management as well as mutual fund and retirement plan management. National Bank has over $145 billion in assets and, together with its subsidiaries, employs 18,322 people. The Bank’s securities are listed on the Toronto Stock Exchange (NA:TSX). For more information, visit the Bank’s website at www.nbc.ca. To access National Bank Financial Group’s financial education portal, visit www.clearfacts.ca.
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Senior Advisor – Public Relations
National Bank Financial Group