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Our team serves clients with investable assets of $1,000,000 or more. This encompasses individual investors, executives, business owners, cross-generational families, corporate entities, non-profit organizations, and other clients who are simply looking for sound advice.

Our business is not built on volume. Over the last quarter-century, we’ve learned that fewer, deeper client-advisor relationships yield better results. That’s why our commitment to deeply personalized, white-glove care means limiting how many clients we serve so that you can rest easy knowing the service standards you enjoy today will be here to support your next generation tomorrow. We also believe that investors deserve strong, proprietary, in-house investment research – not off the shelf third-party mutual funds or passive strategies that throw everyone in the same boat. Clients who choose us feel the difference in our people and our approach.

No. We accept portfolio transfers “in-kind”, without liquidating existing investments or incurring any taxable consequences. Our advisors can gradually liquidate unsuitable investments from your portfolio over time or build an investment strategy to complement key highly appreciated or concentrated positions within your existing portfolio.

Yes. It’s important to surround yourself with trusted professionals in key areas of investment, tax, estate and banking advice who work in tandem towards your financial success. We proactively seek guidance from your existing advisors in their respective spheres of expertise and can connect you with trusted professionals where needed.

National Bank Financial Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF). Our Portfolio Managers are registered with CIRO through National Bank Financial Inc. and are required to meet its proficiency, conduct, and continuing education requirements. They have also proven their competency and commitment to continuing education, holding Certified Investment Manager (CIM) or Certified financial Analyst (CFA) designations.

Our advisors are further supported by an in-house Certified Financial Planner, a dedicated Master Financial Advisor in Philanthropy, and a team of knowledgeable Investment Representative licensed Wealth Associates to support clients’ day-to-day needs.

801 Wealth is a registered trade name of National Bank Financial Wealth Management (NBFWM). As one of NBFWM’s top 5 advisory teams by assets under management, we are proud to offer clients the unique benefits of both worlds: a boutique wealth advisory firm delivering bespoke client experiences, with the financial backing of Canada’s sixth largest Tier 1 bank.

Our competitive management fee is expressed as an annual percentage and charged in four quarterly instalments directly to your portfolio. As your portfolio grows, or as we are entrusted with additional capital, we share in your success with a decreased fee schedule that applies to your entire portfolio – not just the amount above the fee break line as is common in other advisories.

Our proprietary investment strategies benchmark against major market indices and our actively managed peers. Equally important, our advisors go one level deeper to constantly gauge your success against your financial plan and ensure that you’re on track to meet your financial goals within your risk tolerance.