- Financial planning services are offered through subsidiaries of National Bank. Financial Planners provide their services on behalf of National Bank Savings and Investments Inc., a wholly owned subsidiary of National Bank of Canada.
Are you planning to get married, start a family, travel, pay for your children's education or save for retirement?
Your Financial Planner1 is there to help you with all your life goals. Financial Planners are experts in all seven areas of financial planning. They assess the legal aspects of your situation, offer insurance solutions and help you plan your retirement and your estate. They can also draw up a summary of your finances, assist you with tax planning and recommend investments.
Financial planning
Learn more about the services offered by Financial Planners so you can make the most of your meeting.
Create my balance sheet
Take the time to create your balance sheet to get a better idea of your financial situation.
Savings and investments
Learn how our investment solutions can help you achieve your goals.
Insurance
Protect your loved ones in case the unexpected happens. Learn about the different types of coverage we offer.
