Welcome
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 T. 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.
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.
News and articles
Social media
Be sure to take a look at my Youtube and LinkedIn accounts for up to date videos and documents pertaining to your financial wellbeing.
