National Bank of Canada Wealth Management : Company Profile and SWOT Analysis by WealthInsightReports

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									National Bank of Canada Wealth Management

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National Bank of Canada Wealth                                                 Key Employees
Management                                                                     Name                       Job Title
                                                                                                          Vice President - Private
Fast Facts                                                                     Brigitte Leblanc           Banking Service, Private
                                                                                                          Wealth 1859
                                   National Bank Tower, Montreal, H3B 4L2,                                Executive Vice President -
Headquarters Address
                                   Canada                                                                 Personal and Commercial
                                                                               Diane Giard
Telephone                          + 1 514 3945000                                                        Banking, National Bank of
                                                                                                          Canada
                                                                                                          President - Private Wealth
Fax                                N/A                                         Eric Bujold
                                                                                                          1859
                                   www.nbc.ca/bnc/cda/productfamily/0,2664,d                              Executive Vice President -
Website
                                   ivId-2_langId-1_navCode-15538,00.html                                  Finance and Treasury,
                                                                               Ghislain Parent
                                                                                                          National Bank of Canada,
Ticker Symbol, Stock Exchange      N/A                                                                    Chief Financial Officer
                                                                                                          Chairperson - National
Number of Employees                3,200                                       Jean Douville
                                                                                                          Bank of Canada
                                                                                                          Executive Vice President -
Fiscal Year End                    October                                     Karen Leggett              Marketing, National Bank
                                                                                                          of Canada
Revenue (in US$ million)           1,143.00                                                               Chief Executive Officer,
                                                                               Louis Vachon               President - National Bank
                                                                                                          of Canada
                                                                                                          Head - Wealth
                                                                                                          Management, National
                                                                               Luc Paiement               Bank of Canada, None -
SWOT Analysis                                                                                             Co-Chief Executive Officer
                                                                                                          - National Bank Financial
Strengths                          Weaknesses                                  Maryse Bertrand            Director
                                                                                                          None - Co-President and
Broad range of service offerings   Fee-based business model                                               Co-Chief Executive
                                                                                                          Officer, National Bank
                                                                               Ricardo Pascoe
Growing AuM                        Limited geographic presence                                            Financial Executive Vice-
                                                                                                          President – Financial
                                                                                                          Markets
Strategic acquisitions

Opportunities                      Threats                                     Company Overview

Changing demographics              Demanding clients                           National Bank of Canada Wealth Management
                                                                               is the private banking and wealth management
Increasing focus on wealth                                                     arm of National Bank of Canada, which is one of
                                   Strong competition
management by Canadian banks
                                                                               the largest banking groups in Canada. The bank
                                                                               offers a range of private banking and wealth
                                                                               management services to high-net-worth
                                                                               individuals (HNWIs have a net worth of US$1
                                                                               million or more, excluding their primary
                                                                               residence), institutions, and wealthy families.
                                                                               Services offered by the bank include
                                                                               personalized investment solutions, asset
                                                                               management, financial planning, discretionary
                                                                               management, estate planning and trust
                                                                               solutions, trust administration, and stock
                                                                               brokerage services.


                                                                               Key Competitors
                                                                               Laurentian Bank of Canada Private Banking

                                                                               BMO Private Client Group
                                                                               BNY Mellon Wealth Management, Advisory Services,
                                                                               Inc.
                                                                               CIBC Private Wealth Management

                                                                               Scotiabank Private Banking




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National Bank of Canada Wealth Management - SWOT                                                                      Page 1
Profile
National Bank of Canada Wealth Management

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TABLE OF CONTENTS

1     Business Analysis .............................................................................................................................. 4
    1.1      Company Overview ......................................................................................................................................... 4
    1.2      Business Description ....................................................................................................................................... 5
    1.3      Major Products and Services ........................................................................................................................... 6
2     Recent Developments ......................................................................................................................... 7
3     SWOT Analysis ................................................................................................................................... 8
    3.1      SWOT Analysis - Overview .............................................................................................................................. 8
    3.2      Strengths ......................................................................................................................................................... 8
    3.3      Weaknesses .................................................................................................................................................... 8
    3.4      Opportunities ................................................................................................................................................... 9
    3.5      Threats ............................................................................................................................................................ 9
4     Company Statement.......................................................................................................................... 10
5     History ............................................................................................................................................... 13
6     Key Employees ................................................................................................................................. 14
7     Key Employee Biographies ............................................................................................................... 15
8     Locations and Subsidiaries .............................................................................................................. 16
    8.1      Head 
								
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