Groupe Conseil Sabin Painchaud — National Bank Financial
Grow your wealth.
Protect what matters.
A private wealth management firm guiding families, incorporated professionals and entrepreneurs with rigour, discretion and a vision that spans generations.
The content of this site is intended only for residents of Quebec, Ontario, British Columbia, New Brunswick and Alberta, the provinces where team members are registered.
Visit the National Bank Financial websitePrivate wealth management built on trust and time.
We believe true wealth is measured by the peace of mind it brings. Our role goes beyond managing investments: we guide families through every decision that shapes their future.
Independent thinking
We do not follow trends. Every decision flows from rigorous analysis and your interests, without compromise.
Absolute discretion
Confidentiality is at the heart of private management. Your wealth and your life remain strictly protected.
Long-term vision
We build relationships that span generations, founded on patience and consistency.
A human touch
Behind every portfolio there is a family. We remain available, attentive and deeply human.
Complete expertise, serving a single vision: yours.
From investing to wealth transfer, every dimension of your wealth is handled by a multidisciplinary team.
A proven method, in six steps.
Every relationship follows a structured, transparent and deeply human path.
Discovery
Understanding your situation, your values and your aspirations.
Analysis
Mapping your wealth in its entirety.
Strategy
Designing a tailored, quantified plan.
Implementation
Putting the strategy in place with rigour.
Trusted advisors, by your side.
A multidisciplinary team that combines technical expertise with a human touch.
What our clients ask us most.
Answers to the essential questions about our firm, our approach and how we work.
Groupe Conseil Sabin Painchaud is a private wealth management team of National Bank Financial. It guides affluent families, incorporated professionals (physicians, dentists, lawyers) and entrepreneurs in portfolio management, financial planning, taxation, retirement and wealth transfer.
The firm primarily works with wealth of $250,000 or more. Every situation is assessed on a case-by-case basis during a first exploratory meeting, with no obligation.
Fees are generally set as a percentage of assets under management, which aligns the team’s interests with the growth of your wealth. The exact structure is presented to you with full transparency before any commitment.
Discretionary management is a mandate through which you entrust investment decisions to a chartered portfolio manager, within an investment policy agreed together. You stay informed at all times, without having to approve every transaction.
The team offers discretionary portfolio management, integrated financial planning, tax optimization, retirement planning and estate planning. It also provides dedicated solutions for incorporated professionals, businesses and entrepreneurs.
Yes. The team works alongside your professionals — accountants, tax specialists and notaries — to ensure the coherence of your overall wealth strategy, without replacing them.
Affiliated with National Bank Financial, Groupe Conseil Sabin Painchaud serves clients in Quebec, Ontario, British Columbia, New Brunswick and Alberta — the provinces where team members are registered. Meetings are held in person, by phone or by video call, in French and in English.
You can request a first exploratory meeting, with no obligation, from the “Book a meeting” page of the site. This confidential 45-to-60-minute meeting helps clarify your needs and check whether the firm’s approach is right for you.
Next step
Let’s build a strategy worthy of your ambitions.
A first confidential meeting, with no obligation, to explore how our team can serve your interests.