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Why Choose National Bank Financial for your RSP?
National Bank Financial and its predecessor firms have been serving Canadians since 1902. Today, through 86 branches and more than 750 Investment Advisors, we counsel close to 300,000 individual investors all across Canada.
Why have these people entrusted us with $42 billion of their money – and more than $14 billion of that in retirement plans?
Strength
National Bank Financial is not only one of Canada’s largest brokerage firms, but also a solid, well-capitalized subsidiary of the National Bank of Canada, one of the country’s six largest chartered banks.*
Service
With more than 100 years of experience, we take immense pride in the enduring relationships we have had with successive generations of Canadian families – and in the quality of the advice and service we have provided them.
Significantly, our mandate is not to be Canada’s biggest retail brokerage, but rather one of the best. Corporate commitments to objective, professional conduct and industry leadership in technology enable our Investment Advisors to deliver the old-fashioned personal service on which our business was built – but with the speed, depth and accuracy that the 21st century demands. Today’s Investment Advisor must do more than recommend securities. He or she must be able to help you analyze your total situation, devise a suitable plan, answer your questions and address your concerns as they arise, and provide the detailed information required to manage your investments year after year. Whether it’s a performance report, portfolio analysis, cash-flow projection or what-if modelling from our exclusive planning software applications, the data you need is just a few keystrokes away. More importantly, you get more than numbers – you get a personalized explanation of what they mean.
Scope
Year after year, institutional investors surveyed by Brendan Wood International give National Bank Financial top marks for the quality of its investment research. Meanwhile, the media regularly look to our Economics and Strategy team for insights on social and political developments that affect both domestic and international markets. These research reports and commentaries are readily available for National Bank Financial clients. Clients also automatically receive our quarterly Investment Strategy newsletter, which reviews market trends and updates asset mix, sector rotation and bond duration recommendations.
The effort you put in today will greatly affect your personal comfort and fulfillment for many years to come. Speak to a National Bank Financial Investment Advisor about your retirement planning. You’ll find we’ll gladly take the time to talk to you. If you don’t already have a National Bank Financial account, you can locate our nearest office by going to our Find Us section.
What our clients say:
“You reach a point in your life when you have to start thinking seriously about financial security and providing for the future. You want an advisor you can trust, a plan that makes long-term sense and strategies that work. That’s why I transferred my investments to National Bank Financial.”
“I find it reassuring that, unlike many financial institutions, National Bank Financial does not have its ‘own’ stocks, bonds or funds. They don’t have any vested interest in recommending one thing over another.”
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