Serving Canadian individual and institutional investors,
corporations, and government agencies since 1902.
National Bank Financial is one of the top six investment dealers
in Canada, and the undisputed leader in Quebec. The Firm is
proud to trace its roots back to 1902 – a time where many of its
current competitors had yet to see the light of day.
During the course of the 20th century, the firm grew steadily on
a solid foundation, profiting from many strategic alliances
formed with key partners. National Bank Financial itself was
created by the merger of a number of different brokerage firms
over the years, including such reputable names as Lévesque
Beaubien, Geoffrion Leclerc, First Marathon, J.D. Mack, Capital
Group, Equitable Securities, Rademaker McDougall & Company and
Oswald Drinkwater and John Graham.
National Bank Financial is a truly integrated firm, combining
retail advisory and brokerage services with institutional
brokerage, investment banking, corporate finance and securities
clearing services for third parties. The Firm has a substantial
presence in all regions of Canada as well as operations in the
United States and Europe, and yet remains unique among major
Canadian investment dealers for the depth of its coverage of the
Quebec market. It not only plays a leading role in all major
Canadian investment markets, but is also active in a number of
specialized and rapidly growing related businesses.
National Bank Financial has 3,060 employees, largely working in
offices located in all major Canadian urban centers. The Firm’s
business unit serving individual investors has 750 Investment
Advisors in an 86 branch-network that extends from the Atlantic
to the Pacific coasts, and manages some $52.5 billion of assets
for roughly 250,000 Canadians. National Bank Financial is also
Canada’s largest provider of clearing services to third party
investment dealers and portfolio managers, independent
securities firms, financial planners, investment counselors and
money managers. The Firm’s Correspondent Network’s clientele
encompasses more than 100 independent financial service firms,
who entrust NBCN with the administration of a further $47
billion, bringing the Firm’s total assets under administration
to just under the $100 billion mark. Annual revenues of $1.1
billion place it among the leaders in the Canadian investment
industry.
Although its capital base of $875 million makes National Bank
Financial very strong on a stand-alone basis, it draws
additional solidity from being an indirect wholly-owned
subsidiary of the National Bank of Canada, which has a market
capitalization of $9.8 billion. An active social and economic
force for the past 140 years, the National Bank of Canada is the
country’s sixth largest chartered bank, with assets in excess of
$105 billion. The National Bank’s head office is located in
Montreal and its Canadian network can boast of close to 500
branches.
Continuing a tradition that goes back to 1902, National Bank
Financial has made client service and the development of
long-term client relationships the cornerstone of its operating
philosophy. The firm goes out of its way to fully understand the
needs of its retail, corporate and institutional clients, and to
respond with creative solutions and value-added services. With
this in mind, National Bank Financial takes steps to ensure that
it can always count on the best in the business: one of the
firm’s day-to-day priorities is to recruit top-notch
professionals, and spare no effort to ensure that they remain
among the best qualified in the industry.
