Wealth Management

Our multi-disciplinary team is here for you

Services tailored to your needs

Managing your personal wealth

See our made-to-measure wealth management solutions.

See our wealth management services for individuals ↓

Providing wealth management services to clients

We have a range of customized solutions to meet your clients' specific needs.

See our wealth management services for partners ↓

Why you should do business with us

Discover the top 3 reasons to trust National Bank Wealth Management.

Explore the benefits ↓

Personalized services for individuals

Direct brokerage

Take control of your investments with easy-to-use, innovative brokerage tools for DIY investors.

Discover National Bank Direct Brokerage

Long-term investment advice

Benefit from the expertise of a wealth advisor who will help you achieve your life goals for decades to come.

Discover National Bank Financial Wealth Management

Private banking services

We offer comprehensive, customized solutions and advice to manage your personal fortune.

Discover Private Banking 1859

Investment solutions

Choose savings and investment solutions to suit your investor profile.

Discover our investment solutions

Trust solutions

Our experts provide specialized trust services including estate settlement and trust administration.

Discover our trust solutions

Solutions for advisors and partner companies

Investment products

Our open architecture investment platform provides your clients with access to some of the world's top portfolio managers.

Discover National Bank Investments Inc.

Administrative and trade execution services

Back-office management has never been easier with our brokerage solutions for fund managers, portfolio managers and independent brokers.

Discover National Bank Independent Network

Transaction and credit products

Find the banking and credit solutions your clients need with this dedicated service for advisors.

Discover National Bank Advisor Banking Services

Institutional services

Get access to a team of experts who will help you manage the assets of your foundation, endowment fund, religious community, or pension fund.

Discover National Bank Trust

3 reasons to choose National Bank Wealth Management

Complete transparency

Access a range of financial services that provides a holistic view of your financial situation.

 

Continuous innovation

Benefit from effective financial solutions and our agile, creative approach.

 

Sound advice

Our expert advisors are here to listen to your needs and help you achieve your goals.

Four advisors working at a table