Talk to your advisor, call us at 1 877 871-1859 or send an email. You'll see, we live up to our commitment.

• Are there any particular conditions or pre-requirements to take advantage of Private Wealth 1859 services?

  You have to detain invertible assets of 1 million dollars or more, to be Canadian citizen and to meet the criteria of compliances required by the Canadian laws.

• Can the members of my family also benefit from these services?

  In fact, it is strongly recommended that your spouse and your children be part of the planning process from the beginning, to optimize the solutions.

• Private Wealth 1859 offers many services, do have I to use all of them to be a customer?

  The flexibility is one of the privileges of Private Wealth 1859. If you retain only the portfolio management, we will be pleased to concentrate on your portfolio's protection and long term growth. You can afterward evaluate other types of expertise, according to your needs.

• If my situation requires the contribution of several experts in your group, should I consult with each of them separately?

  You are assigned a Advisor who will be the main contact with each of the specialists involved in the management of your assets. When you or your Advisor consider it necessary, he will accompany you to consult any given specialist to make sure that the proposed solution is perfectly integrated into your whole financial situation.

• I already have an accountant and a lawyer; can I keep doing business with them?

  The specialists of Private Wealth 1859 can very well work with those whom you already consult. In fact it is recommended to keep your business relation with your accountant, lawyer or fiscal expert, the intervention of your Advisor aiming especially at making sure that the recommendations from our specialists or yours, take into account, once again, your situation as a whole.

• I appreciate the expertise of a portfolio manager, but is it possible to manage part of my investments by myself?

  You have the flexibility to manage yourself a part of your investments with the help of your Advisor or through a direct brokerage account.

• What kind of protection may I benefit from in case of non-solvency of your financial institution?

  As Private Wealth 1859 is a division of National Bank Financial brokerage firm; and because National Bank Financial is member of the Canadian Investor Protection Fund (CIPF) you are covered for $1 million for losses of securities, commodity and futures contracts, segregated insurance funds and cash.

• I'm an entrepreneur and company owner, is your team capable of helping me with the sale or the transfer of my business?

  Many of our customers are entrepreneurs; we are thus very familiar with these stakes. We have the specialists for the evaluation, business succession plan, choice of a successor and the transfer to a new owner.