Managing the Worlds most
important investments: Yours!
Latin American
International Group
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National Bank of Canada
National Bank of Canada, together with its subsidiaries, forms one
of Canada’s leading integrated financial groups, and was named
among the twenty strongest banks in the world by internationally
renowned Bloomberg Markets magazine for the third year running.
This is an exceptional accomplishment, further to the Bank’s
massive investments in its development and enhancing its client
service offering. The Bank has close to 20,000 employees, and is
widely recognized as a top employer. Its securities are listed on
the Toronto Stock Exchange (TSX: NA).
• Founded in 1902;
• A firm foundation that is further underpinned by the support of its
parent company, National Bank, which ranks among the twenty
strongest banks in the world according to Bloomberg Markets.
• Strengthened by strategic associations and numerous
acquisitions, most recently Wellington West Capital and certain
assets of HSBC Securities;
• Nearly 1,000 investment advisors in more than 100 branches
across Canada;
• Dominant presence with a market share of 27% in Quebec and
National Bank Financial
National Bank Financial – Wealth Management is the 5th largest
investment dealer in Canada, with offices from coast to coast. We
combine individual advisory and brokerage services with
institutional brokerage, corporate finance, and third-party
securities clearing and brokerage services. We are one of the
leading firms in institutional equity sales and trading and highly
regarded for the quality of our equity and capital market research.
In fact, each year we are recognized by Brendan Wood
International in several award categories.
Our mergers and acquisitions expertise, integrated corporate
banking capability and key participation in all Canadian fixed
income markets are just a few reasons to trust National Bank
Financial – Wealth Management.
9% in Canada;
• Over 400,000 individual clients;
• Annual revenues exceeding $550 million;
• Approximately $75 billion in assets under management; and
• A firm foundation that is further underpinned by the support of
its parent company, National Bank, which ranks among the
twenty strongest banks in the world according to Bloomberg
Markets.
Latin American International Group
As investment advisors we do not just help you select investment
products, we:
✓ Evaluate your overall situation;
✓ Help you lay out a plan that is suitable to your goals;
Rafael Garcia is an Investment Advisor, Vice President & Portfolio
Manager with an extensive financial market experience. After working
in the Stock Market in Mexico for 10 years, he immigrated to Canada
in 2001. He has since spent several years focusing in Mexico,
Colombia, Brazil and other countries in Latin America.
Rafael offers an extensive experience of wealth management
solutions for high-net-worth clients. Rafael delivers international
knowledge combined with local expertise providing unique financial
✓ Address all of your questions and concerns; and
solutions for Latin American corporations and individual clients.
✓ Provide you with the information you need to properly manage
Rafael is fluent in English and Spanish, and has a working knowledge
your investments, year after year.
of Portuguese which he is continuously perfecting.
Latin American International Group will provide a comprehensive
Claudia Penalosa has worked within the Business Immigration Branch
service to our clients, which not only include investment portfolio
of the Ontario Ministry of Economic Development, Trade &
management, but also provide additional services to those who
Employment, over the past 11 years in guiding and assisting investors
are interested in investing in Canada through:
and entrepreneurs from different countries including Mexico,
• Establishment of a new company
• Expansion of their business operations in Canada
• Immigration
Latin American International Group offers the contacts and tools
necessary to aid our clients in achieving their purpose anywhere in
Canada. Our priority is to provide you with exceptional service and to
bring you one of the most comprehensive wealth management
Colombia, Venezuela, Brazil, Argentina, France, Belgium, Germany,
Netherlands and the UK, in the development, establishment and
expansion of their businesses in Canada.
Claudia brings expertise and knowledge of international event
planning to promote Canada as a destination for business immigrants
and has a background in Canadian public sector, public relations,
events, sales and marketing. Claudia immigrated to Canada in 1999.
Claudia is fluent in English, Spanish, French and Italian.
services offering in the country.
A partnership built
for your success
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Latin American International Group
A partnership built for your success
Rafael Garcia, CIM
National Bank Financial
VP, Investment Advisor & Portfolio Manager
The Exchange Tower
[email protected]
130 King Street West, Suite 3200
Toronto, Ontario M5X 1J9
Claudia Peñalosa
International Business Development Manager
Tel:
[email protected]
416-869-7436
Toll Free: MEX 001-800-514-7822
COL 01-800-518-1227
Fax:
416-869-1415
nbfwm.ca
National Bank Financial (“NBF”) and National Bank Securities Inc. (“NBSI”) are wholly-owned subsidiaries of National Bank of Canada (“NBC”).
NBC is a public company listed on the Toronto Stock Exchange (NA:TSX). NBF is a member of the Canadian Investor Protection Fund.
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