Model Portfolios

The use of model portfolios has revolutionized our approach to modern portfolio management. They allow us to create, manage and report on our investment mandates (income, conservative, balanced, growth and maximum growth) in a manner that ensures every client has a similar investment experience for a given investment profile. Our best recommendations meet portfolio construction tools and bulk order execution to make model portfolios the most effective, timely and efficient manner to manage your life savings.

National Bank Financial - Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada. (NBC) that is used under license by NBF. NBF is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA).

The present document may not be reproduced either wholly or in part. It must not be distributed or published or be mentioned in any way whatsoever. No mention of the information, opinions and conclusions it contains may be made without the express written pre-approval of NBF for each instance.

The particulars contained herein were obtained from sources we believe to be reliable, but are not guaranteed by us and may be incomplete. The opinions expressed are based upon our analysis and interpretation of these particulars and are not to be construed as a solicitation or offer to buy or sell the securities mentioned herein. The opinions expressed do not necessarily reflect those of NBF.

The information contained herein has been prepared by Alan Kemp, an investment advisor at NBF. The opinions expressed do not necessarily reflect those of NBF.