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.

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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


Learn more about our estate planning and trust solutions

National Bank Direct Brokerage, Distinctive Services

Are you an autonomous investor holding considerable assets? As a privileged client of National Bank Direct Brokerage, you will access a wide range of advantageous services, tailored to your specific needs. High-end services such as a hotline, support from seasoned and dedicated account managers, commission discounts on transactions and customized reports are offered exclusively to the Distinctive Services’ clients and their families.

Simplify your investment management with NBDB, and take control!

Learn more about National Bank Direct Brokerage Distinctive Services