Skip to main content

Français     Client access

  • Home
  • About Us
  • Wealth management
  • Investment philosophy
  • Testimonials
  • Blog

  

  • Portfolio management
  • Financial planning
  • Estate planning
  • Insurance products and annuities
  • Incorporation
  • Business transfers
  • Philanthropy
  • Banking and financing solutions

  

Wealth management

    You are here

  1. Home
  2. Wealth management

Wealth management

Wealth management isn’t just about managing portfolios. We administer a host of wealth management solutions for our customers.

Our investment philosophy

There’s more to building wealth than money. You also need to establish a thorough and realistic plan to achieve your personal and financial goals. Our job is to advise you on everything related to your financial wealth. Backed by a team of experts, we deliver integrated solutions for all your wealth management needs.

We implement our vision through a proven process that takes every stage and aspect of your life into account.

Whether it’s about paying for your kids’ education, travelling when you retire or undertaking any other major project, you can rest assured you will receive the best possible wealth management and integrated financial planning advice.

Check our other publications

 

Portfolio management

A philosophy based on proven portfolio management principles designed to protect your capital and obtain a long-term growth, advantageous from a tax perspective.

 

Financial planning

The art of consolidating the management of your assets, your personal ambitions, your current situation and your financial goals.

 

Estate planning

Transfer your assets to those you cherish.

 

Insurance products and annuities

Reliable insurance solutions to preserve the value of your assets.

 

Incorporation

Each case should be a proper analysis and we offer an integrated approach where everything is taken into account.

 

Business transfers

The wealth you have built is worth a lifetime of hard work. Give it the attention it deserves until you pass it along.

 

Philanthropy

Choose to make a difference today and tomorrow.

 

Banking and financing solutions

Discover the advantage of having access to a wide range of flexible solutions and tailored banking tools to support you in your financial needs.

Contact Us

Please feel free to get in touch with us.
We would welcome the opportunity to be your main advisor.

Get to know us

Phone: 514-871-3474

Email: cathy.duval@nbf.ca

Linkedin

1, Place Ville Marie, Suite 1700

Montréal, Québec

H3B 2C1

Get directions

 

Quick Message

  • Sitemap
  • Confidentiality policy
  • Cookies
  • Security policy
  • User agreement

FCPE-Logo.jpg

OCRCVM.png

Consult AdvisorReport

© 2023 Duval Group. All rights reserved.

Website Design For Financial Services Professionals