Wealth Management

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.

Discover NBI Private Wealth Management solution

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.

Discover National Bank Financial - Wealth Management

Private Banking 1859

This multi-disciplinary team delivers comprehensive, fully-integrated wealth management services to affluent individuals and families.

Learn more about Private Banking 1859

Trusts

Learn more about our estate planning and trust solutions