JD
Joseph Donnell
Wealth Advisor & Portfolio Manager at National Bank Financial
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Work Experience
Wealth Advisor & Portfolio Manager
Jul 2011 - Present · 13 years and 5 months
Chair Person - Csi Designation Ethics Committee (Volunteer Position - 3 Year Term)
Sep 2016 - Present · 8 years and 3 months
F.C.S.I.
Advisor Board
Jun 2012 - Present · 12 years and 6 months
Company Details
1001-5000 Employees
In addition to being part of National Bank, a financial group that has been serving investors for over 150 years, National Bank Financial - Wealth Management (NBFWM) ranks among the 5 largest securities brokerage firms in Canada, serving individuals, businesses and governments. In addition to investment management, advisors look after all of their clients' financial needs. Founded in 1902, the history of Wealth Management has been linked to that of National Bank since 1988. Thanks to its strategic alliances and numerous acquisitions, it has been able to adapt to the various economic environments in which it has had to evolve. With over 850 investment advisors in more than 100 points of service across Canada, and assets under management over $133 billion, NBFWM has established a dominant presence in the country. The firm is a member of the Canadian Investor Protection Fund. By clicking the Follow button above, you may receive communications from National Bank Financial regarding products and services that may be of interest to you, in your LinkedIn inbox or otherwise through LinkedIn. To change your preferences, click here: http://s.bnc.ca/xSMtt
Year Founded
1902
Social Media
Linkedin
Industry
Financial Services
HQ Location
1155, rue Metcalfe Montréal, Québec H3B 4S9, CA
Keywords
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