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    bailey.lim@nbc.ca 1 (800) 665-6669 (604) 643-2774

    Representative Section

    Your partner in delivering all the financial services your clients deserve.
    Welcome Dealer
     

    The Special Services Department first started working with MFDA, MGA and financial planners across Canada in the early 90’s becoming a trusted partner.  Over the years as the financial industry has evolved so have we, but one constant has remained which is the enhancement of your relationship with your client.  The full suite of products and services we offer in conjunction with the services you provide allow you to never have to say no to a client.

    All of what we bring to the table helps to protect your client relationship from the competitors.

    Feel free to call in with question on specific situations, we always will work to find a solution.

    Note To Advisors

    November 2024 Equity Monitor

    March 2025 Fixed Income Monitor

    April 2025 Economic Monitor

    April 2025 Asset Allocation Strategy

    April 2025 FOREX Monitor

    It is illegal for the Dealer to give advice regarding a transaction if the Dealer is not registered to provide that advice.

     
     
    The following video links are designed for you to email to your prospects or clients as you see fit. They introduce the referral service or specific investment structure in a generic compliant fashion.
    CIPF Member

    Member – Canadian Investor
    Protection Fund

    CIRO Member