Building wealth involves establishing close relationships with clients who have an extensive portfolio, providing them with guidance and support and offering effective investment and financial planning solutions.
One of our top priorities is to ensure our clients can easily access the services of our outstanding investment advisors and financial planners, who provide first-rate savings and investment advice. Using an integrated management approach, our professionals develop personalized plans tailored to each client’s financial, family and professional situation, and help turn dreams into reality.
Investing in our experts
In keeping with the high value we place on our professional expertise, we cover the cost of renewing Institut québécois de planification financière (IQPF) accreditation for our employees.
Throughout their careers at National Bank, our financial planning experts benefit from a personalized development plan, which helps them stay on top of industry trends in order to provide sound advice to highly knowledgeable clients. This is what gives us our competitive edge.