A team of experts, just for YOU!
At the National Bank, we can help you free up your time and your client’s money
to better meet their investment and insurance needs.
We offer you:
- The solution to “I can’t afford it right now”
Investments and insurance take money – exactly what some of your clients may believe they don’t have. With our Cash Flow Building PlanTM
, you can help build up their cash flow, making it easier for them to achieve their financial objectives faster. The bonus? Our plan can also help you grow your insurance and investment portfolio.
- Customer loyalty, without the solicitation risk
Do your clients ever transfer their investments to their financial institution after they sign a mortgage or line of credit agreement? By offering them our complete suite of banking products, you can ensure their loyalty as their single point of contact and prevent any solicitation by other advisors, helping you protect your most important asset: your clients.
- New insurance and investment opportunities
Maximize the potential of your current clientele
*Subject to the financing and credit approval of the National Bank. Certain conditions apply.
- We provide expert financial advice to both you and your clients
- We offer you simple, flexible banking solutions to meet the diverse needs of your clients
- We handle all the paperwork and meet every compliance requirement
- We keep you in the loop every step of the way
- We carry out every transaction to make sure you get paid*
TM Cash Flow Building Plan is a trademark of National Bank of Canada.