Financial Planning


Why Is Sound Financial Planning Important?

Proper financial planning can help you achieve financial independence and increase your wealth.

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Why Should You Do Business With a Financial Planner?

Our Financial Planners can recommend innovative solutions for all matters relating to your wealth. They will guide and advise you in your decisions and build a flexible, personalized relationship with you.

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A Complete Offer

You will benefit from an expert Financial Planner’s highly professional service, tailored to your needs in all areas of financial planning.

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Place Your Trust In the Unique Expertise Of a Financial Planner

Financial Planners are the only advisors with recognized financial planning certification. They are therefore uniquely qualified to create a complete financial plan for you.

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A Thorough Approach

Throughout your relationship, your Financial Planner will follow an established process and suggest strategies tailored to your needs.

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Quebec only.
Financial planning services are offered by National Bank Investments Inc., a wholly owned subsidiary of National Bank of Canada. National Bank Investments Inc. is registered as a financial planning firm in Quebec.