Services and Products

Several factors must be considered before selecting an investment solution or vehicle. We will help you choose the appropriate investment solution and ensure your assets are diversified according to:

  • Your goals
  • Your priorities
  • Your investment horizon
  • Your risk tolerance

National Bank Financial – Wealth Management is a full service investment dealer. This means that, to help you reach your goals, our team can draw on the full range of investment vehicles, including:

  • Money market securities
  • Short-term GICs, Treasury bills, etc.
  • Fixed-income securities
  • Longer-term GICs, bonds, strip coupons, preferred shares, etc.
  • Equities, common shares, warrants, rights, etc.
  • Derivatives, options, futures, etc.
  • Structured products, principal-protected notes, etc.
  • Mutual funds
  • Discretionary portfolio management products

Our services can be tailored to your degree of knowledge and comfort with investing. Management of your portfolio can be delegated, in whole or in part, or you can play an active role.