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VerifiedFinancial Services· Founded 2021

Aec Financial Group

AEC Financial Group is a wealth advisory practice operating under the National Bank Financial umbrella. We offer an integrated approach to wealth management by leveraging our team member’s abilities and sophisticated portfolio management expertise. Our mission is to accompany our clients in dedicated and thorough fashion to ensure that they achieve their pre-established life goals. In order to provide you with financial peace of mind, our goal is to continually work to be leaders and innovators in the financial planning and financial services industry. In addition, we are constantly on the lookout for the best portfolio managers around the world, with the aim of being able to build and manage your wealth optimally. With over 20 years of combined investment experience, we make it our duty, first and foremost, to act with prudence, transparency and integrity towards every single one of our clients. AEC Groupe Financier est un groupe de Gestion de Patrimoine dirigé de façon indépendante sous la bannière de la Financière Banque Nationale. AEC vous offre une approche intégrée en gestion de patrimoine et une expertise sophistiquée en matière de gestion de portefeuille. Notre mission a pour but d'accompagner nos clients de façon dédiée afin de s'assurer qu'ils atteignent leurs objectifs de vie préétablis par les membres de notre équipe. Afin de pouvoir vous procurer une tranquillité d'esprit financière, nous nous sommes donnés comme objectif de continuellement travailler à être des leaders et des innovateurs dans l'industrie de la planification financière et des services financiers. De plus, nous sommes constamment à la recherche des meilleurs gestionnaires de portefeuille à travers le monde, dans le but de pouvoir bâtir et gérer votre patrimoine de manière optimale. Avec plus de 20 ans d’expérience cumulée dans le domaine financier, nous nous donnons comme devoir, d’abord et avant tout, d’agir avec prudence, transparence et intégrité envers chacun de nos clients.

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HeadquartersMontreal, CanadaEmployees4(1 to 10)Founded year2021Websitenbfwm.caLinkedIn profileLinkedIn

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  • 1wealth advisor

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