At National Bank, we take a coordinated and personalized approach to Wealth Management. Our range of solutions and financial services is designed to meet affluent clients’ diverse needs.
Benefit from our expertise
- Discretionary management of your investment portfolio
- Establishment or update of financial plans
- Retirement and business succession options
- Creation of estate plans
- Private banking services
- Trust services
NBI Private Wealth Management
Offered by National Bank Investments and designed to meet the needs of affluent clients with more than $250,000 in assets, the NBI Private Wealth Management service is an integrated discretionary management service that is closely patterned on institutional portfolio management.
Investment Solutions (National Bank Financial - Wealth Management)
The Investment Advisors at National Bank Financial – Wealth Management offer turnkey solutions (Ambassador Portfolios, Baskets, Private Pools), portfolio management products (myWealth), private investment management and other customized solutions. Designed for a wide variety of profiles and situations, these solutions contain products from National Bank Investments as well as many other manufacturers.
Private Banking 1859
This multi-disciplinary team delivers comprehensive, fully-integrated wealth management services to affluent individuals and families.