Our team at National Bank Financial – Wealth Management, Bruton Investment Group, is strongly entrepreneurial. What makes us of exceptional value to business owners is our combined twelve decades of real-world experience in industry, commerce, banking, investment and wealth management. Our deep understanding of the challenges facing business owners makes us a source of trusted advice to our clients.
Our team is well aware that knowing the landscape in a challenging environment is crucial to reaching our clients’ goals. We've been innovating for over two decades, which has given us the knowledge, expertise and process to quickly start and support new client relationships well. No matter your situation, our team consistently provides value through our expert advice and strategies, custom institutional product development, and a full range of investment products and related services addressing the short, medium and long-term goals of our clients.
We would be proud to help your team by delivering timely expert advice. Contact us to arrange a no-cost, no-obligation, individualized consultation, covering any questions or topics you'd like to discuss. We can talk over the phone, via Skype or email, or in person - whatever is easiest for you.
We are proud to support business owners, and can advise you on:
A good business plan always includes a succession strategy. Whether you intend to sell your company or transfer its ownership to a third party when you retire, it is important to have a transition plan in place.
You probably have a very good idea of what you want to accomplish with your business. But have you thought about what happens when you let go of the realm? Will it be part of your estate to a family member? Does the person you have in mind have the ability or desire to run your company? Do you wish to keep a key role in its operations, even after having transferred the leadership to someone else? Or is your intention to sell the company at a precise moment of its growth?
It is important to decide today what will happen to your business tomorrow. Planning this transition is complex but not doing so can have considerable impact on your financial health and that of your loved ones.
We have highly experienced staff dedicated to helping plan for your firm’s smooth transition. Contact our team to discuss your intentions and the different ways to ensure that your entrepreneurial wishes are respected. We will accompany you throughout this decision-making process, and help you find experts you can trust to execute your plan.
Contact us to arrange a complimentary seminar covering topics that are important to your business, to business owners and to employees. Some topics include:
We are proud to help your business grow by delivering timely expert advice.