National Bank Financial

About National Bank Financial

National Bank Financial - Wealth Management is an investment services firm located in the Downtown area of London on Dufferin Ave. It serves Canadian families and wealth advisors, positioning itself as a lifelong wealth partner dedicated to helping clients manage their assets across generations. The firm provides personalized wealth management solutions and expert advice to help clients reach their life goals. Specific offerings include a Retail Securities Lending Program, where clients can earn 50% of the revenue generated by lending eligible securities held in their accounts, and support for the First Home Savings Account (FHSA). Clients can also utilize digital services via a secure platform or the NBC Wealth mobile app to access their portfolios, download tax documents, view transaction histories, and monitor market trends, including searching for stocks and creating watchlists. Founded in 1902, the company describes itself as a bank-owned institution that maintains a unique entrepreneurial culture. It operates a network of over 900 wealth advisors at approximately 100 points of service across Canada. The firm's Financial Research Department is recognized by experts as one of the best in the country, as the team monitors daily economic trends and socio-political events. Clients can interact with their wealth management teams through various channels, including email, phone, and a secure messaging system accessible through the online client portal or mobile app. The firm also provides a single sign-on user ID for various National Bank platforms to streamline security and access.