Bobkowicz Advisory Team

Our expert team is here to meet your financial needs.

Personalized support

Here at Bobkowicz Advisory Team, we work towards planning your future and maximizing the value of your assets. Our approach is tailored for every client as we believe everyone's needs are different. There is a four step process of planning your future, which starts with understanding your needs. We then plan according to your objectives, we take action and finally, we monitor your plan during the course of your life. What's important is that you know yourself, your needs and your desires. It starts with you.

Discover our company

As a Wealth Advisor at National Bank Financial Wealth Management, Andrea Bobkowicz believes an essential part of providing clients peace of mind is listening attentively to their needs and investment objectives. She strives to minimize her client's taxes and structures strategies for them through sound advice, focusing on their success by tailoring investment processes as guidelines for decision making. Versatile and dynamic, she and her team are committed to providing counsel that puts investors at ease.

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Our Commitment to You

To proactively establish strategies through active listening to create wealth and offer peace of mind. We focus on your personal needs and your investment objectives.

We work with you, as a team, to understand your priorities, and adapt to your evolving needs and those of your family.

We will review regularly, to keep your plan on track. We will listen and understand your needs as they arise throughout your lifetime and as your risk tolerance evolves.

We will offer you all of National Bank's resources.

A blue circle with two hands holding a heart inside.

Our Commitment to You

To proactively establish strategies through active listening to create wealth and offer peace of mind. We focus on your personal needs and your investment objectives.

We work with you, as a team, to understand your priorities, and adapt to your evolving needs and those of your family.

We will review regularly, to keep your plan on track. We will listen and understand your needs as they arise throughout your lifetime and as your risk tolerance evolves.

We will offer you all of National Bank's resources.

Honours and distinctions

Contact us

Get contact information for our team members and find out where our offices are.