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Serving Client Interests First
When it comes to financial planning, some individual investors prefer to do business with more than one advisor. To accommodate such clients, we offer a structure that provides integrated, coordinated services.
This service will be of particular interest if you deal with a financial planner from another firm, but would still like to trade fully in stocks and bonds, in order to add flexibility and muscle to your portfolio.
If you have a financial planner who does not offer brokerage services, he or she can refer you to National Bank Financial’s Special Services, while still remaining the first-string "quarterback" you refer to for your overall financial strategy. Special Services allow you full access to the world of stocks and bonds, which can be of significant benefit to your game plan.
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