|
The Pinnacle of Investment Management Service
Like institutional investors, high-net-worth individuals have investment management needs that are very different from those of the average investor. This means that they need a service solution of a completely different order.
We call this approach our Private Wealth Management Service. This turnkey solution is based on the ultimate in individual portfolio design, complete with fiscal planning, specific consideration of your financial needs, and an effective monitoring system.
More than this, however, it is a discretionary management solution that liberates you from the painstaking task of monitoring your investments on a day-to-day basis, not to mention the potential compounding effects of each buy or sell decision. In short, it is a solution that allows you to concentrate on what you do best in life while letting a team of professionals do what they do best: building the wealth of people like you.
Nonetheless, our Private Wealth Management Service doesn’t turn you into a simple unit holder in a mutual fund or investment pool, no matter how upscale. Our service is based on individual securities purchased on your behalf, and you are the sole and irrevocable owner of those securities. This approach has many advantages in terms of cost, transparency, customization, independence and tax efficiency – all of which are important to an investor with significant holdings.
National Bank Financial’s Private Wealth Management Service was created in 1972 to meet the specific needs of high-net-worth individuals and institutions. For more than three decades, our managers have been working with a broad range of individuals, investment holding companies, estates, religious communities and pension plans to build long-term relationships based on trust and superior returns.
We believe that our Private Wealth Management Service is the solution that can best help you to maximize your financial assets.
For more information about our Private Wealth Management Service, please contact your Investment Advisor.
|
