We care about our clients and our priority is to take the time to understand you, your aspirations, your concerns, and your unique situation.
We work with you to create a holistic wealth management plan to help your family pursue your personal financial goals. As your trusted advisors we strive to provide financial advice based on your needs and goals without taking any unnecessary investment risk.
Our team has over 90 years of combined investment industry experience and specialized knowledge. This experience in combination with leading-edge and unparalleled resources of National Bank Financial allow us to design an optimal wealth management plan for you. We continually monitor and adapt it to you as your needs and objectives evolve over time.
As your wealth advisors, you can trust that we will be there to help you and your family navigate your evolving financial needs with greater clarity. We recognize that each individual and family is unique with their own set of goals, and we therefore tailor your wealth management plan accordingly. We take pride in providing our clients with the best and most reliable customer service.
You've spent a lifetime building a legacy. Let us help you protect it, make the most of it, and have peace of mind.
We are honored to highlight the nomination of Chad Krahn in the 2022
Best in Province Award for Kelowna, BC in Canada's Top Wealth Advisors
- in partnership with The Globe and Mail.