National Bank Financial Wealth Management

National Bank Financial Wealth Management opened its first B.C. branch in Vancouver in 1983, but its commitment to the West Coast business community didn’t stop there. Over the last three decades, National Bank has remained committed to its B.C. clients and passionate about B.C. businesses; and with the opening of two new branches in Duncan and Nanaimo this past year, and the expansion of many more offices across the province, there’s more opportunity than ever for businesses to take advantage of highly personalized investment advice and the one-on-one relationships that National Bank Financial Wealth Management is known for.

 

From 700 investment advisors, National Bank Financial Wealth Management has grown to a stable of 1,000 in the past two years, thanks to an acquisition deal of two Canadian wealth management companies. Each of these advisors—whether they’re longtime employees or experienced wealth managers excited to be joining the team—offer the same expertise and sound advice that the Canadian business community has grown to count on from National Bank. 

 

“B.C. is vital to growth across the whole country,” says Dennis Stewner, senior vice president and national director, of the company’s increased presence in the West. Though the company has long been a presence out here, the recent strategic acquisitions offer even more extensive coast-to-coast coverage. Adjustments to the branch network in B.C. were made to consolidate the expanded talent pool, and the result is 11 bustling offices across the province to serve clients’ needs effectively and conveniently. “We’re not just focused on temporary growth—we want to be a continued presence in this important market,” explains B.C. regional manager and vice president, Ron Walchuk. 

 

The investment advice provided by National Bank Financial Wealth Management is tailored to the needs, interests and risk tolerance of each client—advisors work with each client individually to understand their specific goals, to create an action plan and analyze outcomes closely. The personalized process—and the personal attention—is the same no matter where in the West you’re working. From the Okanagan to Vancouver Island, says Walchuk, “it’s always about putting the client first.”