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We work with individual clients, families, healthcare professionals and entrepreneurs in managing, growing and transferring their wealth. Whether you're just starting out or in the middle of a transition, we have the right tools and the right people to support you.

We always start by getting to know you, with an initial, zero-obligation call where we have a real conversation about your situation, your goals and your questions. No commitment required. We then identify the right team for you and work together to build a plan tailored to your needs.

A wealth advisor at Entourage Advisory, affiliated with National Bank Financial, offers much more than just portfolio management. They can leverage the strength and full ecosystem of a major financial institution to support you across all aspects of your financial management.

Unlike an independent financial advisor, an advisor at National Bank Financial provides access to an integrated suite of services, including investment management, personal and business banking solutions, credit services and insurance. This integration allows for a comprehensive, coherent view of your financial situation.

With a 360-degree view of all your accounts, products, and financial needs (both personal and corporate), your advisor can provide more coordinated recommendations aligned with your short-, medium- and long-term goals.
Your NBF advisor also works closely with a multidisciplinary team of experts (insurance, planning, financing, banking services) to ensure structured, disciplined support backed by institutional processes, tools and governance.

This approach gives you a single point of contact, better continuity in financial decision-making and guidance aligned with the highest industry standards.

Yes. We support entrepreneurs at every stage of their business lifecycle: tax optimization, cash management, owner protection, succession planning and business transfer. We always integrate both personal and corporate dimensions into our approach.

Our services are offered in French and English. Our team also speaks several other languages: Hebrew, Spanish, Punjabi, Arabic and Hindi. We'll always find a way to understand each other.

Yes. Entourage Advisory is a team within National Bank Financial Wealth Management, which is a member of the Canadian Investment Regulatory Organization (CIRO) and is protected by the Canadian Investor Protection Fund (CIPF).

Entourage Advisory operates under the strict standards of National Bank Financial and is subject to regulation by CIRO. Your personal information is handled with the highest level of confidentiality, in accordance with National Bank’s privacy policy.