National Bank Financial

Wealth Management

General Information
Company Name
National Bank Financial
Founded Year
1902
Location (Offices)
Montreal, Canada +1
Founders / Decision Makers
Number of Employees
3126
Industries
Financial Services, Banking
Funding Stage
-
Social Media

National Bank Financial - Company Profile

National Bank Financial - Wealth Management (NBFWM) is a part of National Bank, a financial group that has been serving investors for over 150 years. It stands as one of the 5 largest securities brokerage firms in Canada, providing services to individuals, businesses, and governments. NBFWM was founded in 1902 and has a significant history linked to National Bank since 1988. With over 850 investment advisors in more than 100 points of service across Canada and assets under management exceeding $170 billion, NBFWM holds a dominant presence in the country's financial industry. The firm's strategic alliances and numerous acquisitions have facilitated its adaption to various economic environments over time. NBFWM is also a member of the Canadian Investor Protection Fund, ensuring added security and trust for its clients.

Taxonomy: Wealth Management, Financial Planning, Investment Professionals, Portfolio Management, Tax Planning, Estate Planning, High Net Worth Individuals, Institutional Investors, Expertise, Service Excellence, Wealthy Families, Financial Designations

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