Solutions designed to meet your needs
Investment Management
- Solutions to protect, preserve, and grow your capital
- Customized investment analysis and review
Simplifying your life
Advisory services
- Financial goal setting and investment strategies
- Succession planning: corporate and personal
- Managed discretionary portfolio’s
- Retirement planning and modeling
- Estate preservation strategies
- Tax minimization strategies
- Philanthropic strategies
- Insurance
Speciality Financial Services
- Complex cash management solutions
- Hedging and monetization strategies
- Structured and guaranteed investments
Our vision
Our team believes being patient and acquiring high-quality investments are the keys to long-term financial success. Our approach is aligned with National Bank Financial - Wealth Management's commitment to meeting all of our clients' needs.
Our approach
The vision of the Krizmanich Group is to provide you with the absolute best support to help you manage your assets. Together, we will determine your objectives and your investor profile by looking at what you want to do with your money and your time horizon. Together we will understand, plan, act, and monitor your financial future.
By working with our team, you can be sure your wealth is being closely monitored. We will undertake regular rebalancing of your portfolio and will contact you to take stock.
