Private wealth management:
a secure and transparent environment
Giverny Capital is a portfolio management firm offering private wealth management services. Our mission is to help you achieve your financial goals in a safe environment. For this reason, all our approach is based on transparency.
The reputation of our firm in terms of private wealth management is based on the satisfaction of our loyal clients.
The many advantages for our private wealth management partners
- Your capital is managed through a personal account, opened in your name, at National Bank Independent Network (NBIN). Giverny Capital has the mandate to manage your money without having access to your capital.
NBIN is responsible for safekeeping your money: it is the custodian of your assets managed by Giverny Capital. At no time does the money pass through the hands of Giverny Capital. All the checks you issue are addressed to National Bank Independent Network.
We manage all types of accounts such as RRSPs, TFSAs, LIRAs, RESPs, RDSPs, RRIFs, LIFs, corporate accounts, trust accounts, etc.
NBIN produces the required annual tax forms.
- You can follow the evolution of your portfolio on a secure Internet portal.