- The relationships we build are based on the highest standards of ethical behavior, trust, competence, and respect. Our goal is to build long lasting honest relationships through personalized service and open communication.
- Together we offer over 50 years of investment and financial experience. We believe working as a team is important because it helps us deliver the guidance support, and service our clients deserve.
"Commitment to help you navigate today's markets with confidence"
Throughout our years working within the financial industry we have had the privilege to work with so many wonderful people from across Canada. When we reflect upon the knowledge and experience that we have gained over the years. We find that many people are simply looking for guidance, education, and support regarding their financial affairs.
Personalized support
Our team is made up of highly qualified investment professionals with many years of experience in wealth management.
We leverage the expertise of all team members to ensure our clients get the best possible financial management advice.
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Our purpose
Our objectives
As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.
Our values
We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind.
What makes us stand out
Our clients greatly appreciate our dedicated advice and support.
You can always count on:
- Our commitment to helping you achieve your goals
- Our approach
- Our integrity
- Our professionalism
- Our transparency about the compensation we receive
- We listen to your needs and develop solutions that work for you. We strive to better understand your unique goals so we can work together to achieve your financial aspirations. We dedicate time and work closely with you to develop a diversified investment plan to meet your return expectations. We explain important information in simple terms that you can understand so you can feel comfortable. We care about our clients and want to help you succeed.
- We offer a dedicated team of investment professionals supported by an industry leading firm who can provide a complete offering of financial solutions to meet your needs.
- Investment management
- Financial planning
- Research
- Business succession
- Retirement planning
- Risk management
- Tax planning
- Insurance*
- Education
- Interest rate discussion
- Estate planning
- Pension & benefit consulting
- Second opinion service
- Foreign currency transactions
Awards and Distinctions
Each year, National Bank Financial recognizes its wealth advisors who have distinguished themselves in various aspects of their practice. Here are some of the awards that have been given to our team over the past few years.
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