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Serving Your Interests First
When it comes to financial planning, some individual investors prefer to deal with more than one advisor. To accommodate such clients, we offer a structure that provides integrated, coordinated services.
Too often, clients are pulled in opposite directions by their financial advisors, causing uncertainty and confusion. Recognizing the complexities of today’s financial planning and investment environment, we have created a framework that allows investment professionals to work together on your behalf. No overlapping recommendations, no conflicting strategies and no inefficiencies.
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.
Under this framework, your financial representative, whose services may include mutual funds, insurance products, estate and/or financial planning, remains your overall financial "quarterback." However, in order to complement his own services, he or she will refer you to National Bank Financial’s Special Services Department for specific stock or bond needs.
For more information, ask your financial planner if he or she has a referral agreement with us, or call either of the following numbers: 1-800-665-6669 or 1-604-643-2774.
The following are some of the services available through Special Services
- New stock issues
- New bond issues
- Stock and bond analysis
- Fee-based accounts (no commission)
- Trust accounts
- Margin accounts
- Diversified portfolio construction (fixed-income and equity)
- Online account viewing
- Personalized management of stock and bond portfolios
- Tax-advantaged instruments
- Financial and business research
- Institutions and retail trading
- Jitney trading
- In-kind transfers
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