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S.V.P. Veuillez contacter Heather.Corcoran@nbf.ca pour tout changements d'adresse/téléphone/e-mail. À PARTIR DU 1 JANVIER 2007, LE SERVICE ALLIANCE NE REMBOURSERA PLUS LES FRAIS DE TRANSFERTS INTRO TO REFERRING ADVISORS This brief overview is for reps, explaining the relationship we have with your firm, and how we might be of assistance to you and your clients. Simply click on the link. SPECIAL SERVICES DEPARTMENT VIDEO BROCHURE PRINCIPAL PROTECTED NOTES A general overview on how these investment vehicles work and how to incorporate them into portfolios. MONETIZATION Brief description of how the monetization strategy works, including the features and benefits. Also outlines how to identify the type of client(s) who would be suitable candidates. FLOW THROUGH LIMITED PARTNERSHIPS A simple explanation of how these popular and tax effective investments work. Generic in nature, explains how the tax credits are applied and why they should be offered to high net worth clients. PRIVATE WEALTH MANAGEMENT A brief summary of our discretionary managed accounts, presented by one of National Bank Financial's Portfolio Managers. (Simply click on the link)
Quelques cabinets de courtage en épargne collective ont décidé d'offrir seulement certains services aux clients qui sont référés par leurs représentants. Pour connaître avec exactitude les produits et services disponibles par l'entremise de l'accord de référencement de votre firme et les Services Alliance de la Financière Banque nationale, prière de communiquer avec nous au 604-643-2774 ou 800-665-6669.
Le contenu de ce site internet incluant les recommendations de placements sont uniquement pour les résidents des provinces de La C.B, AB, SK, MB, ONT, QC, I.P.E, N.E, YK, N-B, T-N.
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