NATWEALTH MANAGEMENT

Montreal, Canada · CRD 310098

SEC-registered investment adviser since 2020 · corporation. It files no 13F, so there are no holdings to show.

Assets managed$115.0m
Main clients (by assets)High net worth individuals 78%, Individuals 15%, Companies 6%
Websitenbfwm.ca
Form ADV · 2026-09-29SEC adviser record

Kindinstitutions, wealth, bank or insurer
Others nearbyMontréal, Toronto, Calgary, Québec, Ottawa, North Cowichan
FamilyNATIONAL BANK OF CANADA /FI/ · 6 related pages · largest: NATIONAL BANK OF CANADA /FI/

As an employer

Staff (Form ADV)129 · 109 in investment roles
Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Montreal (main office)Canada	Canada	about 67
Montreal, QuebecCanada	Canada	19
Toronto, OntarioCanada	Canada	5
Calgary, Alberta2 officesCanada	Canada	4
Quebec, QuebecCanada	Canada	4
Duncan, British-ColumbiaCanada	Canada	2
Ottawa, OntarioCanada	Canada	2
Rimouski, QuebecCanada	Canada	2
Saint-Georges, QuebecCanada	Canada	2
Richmond Hill, OntarioCanada	Canada	1
Windsor, OntarioCanada	Canada	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.