Wealth Management

There’s more to building wealth than investing money. You also need to establish a thorough and realistic plan to carry out your projects through the years.

Portfolio Management

To build and grow your wealth or to carry out your life’s projects, you must first put in place the right savings and investment strategy.

Financial Planning

Whether you seek to save for your retirement, to learn to better manage your personal debts, to plan for your children’s education or to carry out a considerable project, your advisor will have all the resources required to help you choose a solution that suits your situation.

Tax Planning

Taxes are one of life’s certainties, but there are ways to minimize your tax burden, at the time of the initial investment and upon its disbursement.

Risk Planning

Insurance is an essential element of any financial planning. In addition to alleviate the needs of protection of human and financial assets, there may be situations where insurance products will be part of the financial strategy and estate in the transmission of your heritage.

Estate Planning

Having a succession plan and an updated will can save your successors a lot of trouble. We can help you plan efficiently.

Additional Services

We have access to the complete line of National Bank’s banking solutions and we offer many additional services.

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