Our clients benefit from our objective advice. We use a client centric approach, coupled with four decades of expertise to create favourable outcomes.
The financial world is rapidly changing around us; we are here to guide and to help create stability for our clients, so that they can focus on what matters most to them.
With over 25 years of continuous service and a team of more than 200 professionals, National Bank Independent Network is Canada’s leading provider of custody, trade execution and brokerage solutions to independent Portfolio Managers and Investment Dealers.Â
We work with high-net-worth individuals, families, business owners, charitable foundations and corporations requiring trustworthy advisors. We are that. We help identify and clearly articulate goals and then employ our depth of expertise to help clients achieve desired goals through careful planning. In certain times and turbulent times, we develop structured, customized portfolios designed to both preserve and maximize wealth.
PORTFOLIO MANAGER
PORTFOLIO MANAGER
EXECUTIVE ASSISTANT
EXECUTIVE MANAGING DIRECTOR OF TAX AND WEALTH PLANNING
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All opinions expressed within the delivery of our materials are to inform, and are solely personal opinions and are not to be construed as a basis for investment decisions without the consultation of a Financial Advisor.
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