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Managing the World’s Most Important Investments: Yours!
National Bank Financial is one of the most dynamic firms in Canada when it comes to developing innovative investment solutions that meet the savings and investment needs of individuals.
With more than 800 Investment Advisors and 275,000 individual investor clients, National Bank Financial is one of Canada’s stronger retail firms. Our market share of brokerage industry retail assets is approximately 9%, and we manage about 11% of industry-registered assets and over 20% of Education Savings Plans. Since starting from a power base in Quebec 20 years ago, the firm has undergone steady internal expansion and acquisitions to develop an 86-office retail network that now extends from coast to coast.
National Bank Financial seeks to distinguish itself from the competition through the quality of the advice and service it provides to retail clients. In this context, the importance of the actual buy and sell transactions becomes relative. They are simply one part of the overall investment management process – a means to an end, not the end itself. Our objective is not to sell products but rather to manage portfolios and help our retail clients achieve their financial goals. When it comes right down to it, our advice is our only product.
Combining Technology and Expertise
National Bank Financial’s advisor workstation and its proprietary management and financial planning software are widely recognized as the best in the industry. Performance reporting, asset mix and fixed-income duration analysis, cash-flow projections and what-if modeling are only a keystroke or two away, meaning that retail clients benefit from the kind of reporting previously available only to institutional investors.
National Bank Financial advisors are also well served by one of the country’s best research departments, ranked first in Canada year after year for the quality of its work. As well, contractual arrangements with leading American and European firms bring our advisors high-quality research on U.S. and other markets, ensuring that they and their clients remain abreast of developments and opportunities in foreign markets. Finally, our capital markets team performs the important function of helping Investment Advisors cut through the clutter, ensuring that the best investment ideas rise to the top for priority consideration by the client.
Putting the Needs of Individual Clients First
In addition to technology and information, National Bank Financial’s sense of innovation gives us a competitive edge when it comes to products and services. For example, six proprietary Baskets give individual investors more cost-effective access to diversification than is generally available through mutual funds, and offer many other advantages as well. Our FullAccess Service allows clients to consolidate their bank and brokerage accounts while maintaining all the features associated with each. Our Investment Advisors can offer no fewer than three retirement savings products and three distinct education savings plans, defined with clients’ specific needs in mind. And finally, thanks to NBF Financial Services, a wholly owned insurance brokerage subsidiary, our Investment Advisors can help meet their clients’ risk management needs. Insurance products such as "back-to-back" annuities and universal life policies can also provide very tax-efficient solutions to estate-planning problems.
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