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Wealth Management

Building wealth is much more than just about money. It’s also about the judicious planning of your projects over time and throughout your life.  Our experience shows that this can be best achieved by using an integrated management approach that is suited to both your needs and your financial, family and professional circumstances.  By following this approach, you achieve better flexibility and more freedom to realize your short-term, medium-term, and long-term goals.

 

The key component of your financial success, we believe, is an Advisory Team – Wealth Management: a team of selected professionals who will be attentive and help you fulfill your personal and financial aspirations.  By doing business with the Vo-Dignard Provost Group of National Bank Financial – Wealth Management, you will gain access to a comprehensive management approach that combines the resources, strength and security of a large Canadian bank with the entrepreneurial spirit and independence of the VP Group.

 

Through an integrated and proactive approach, the Vo-Dignard Provost (VP) Group will help you:

 

  • Establish your investor profile and your investment objectives;
  • Examine the current allocation of your assets;
  • Adapt your investments to the projects that you wish to undertake in the short and long terms;
  • Analyze your income sources as well as their tax implications on your financial situation; and
  • Determine the factors that could affect your investment strategy, namely those pertaining to your estate, legal and fiscal situations.
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