Services offered by McMillan Goode Beer Wealth Advisory Group | National Bank Financial

As a full-service brokerage firm, we will guide you

Our team has the experience, resources, and knowledge required to help you achieve your financial goals and provide you with comprehensive solutions no matter your age or background. We have all the tools available, so it’s about knowing what works efficiently for you in your unique situation.

Looking to talk to an advisor? Here’s what to expect

Our first meeting is where you learn if we are the right fit. There are no fees and no obligations, so come and learn about the value we can add to your finances.

The most important thing is that we connect with each other. We may ask you questions about your family, your finances, your risk tolerance, and your investing experience.

You can also ask us questions – How we get paid, about our background, and details on the services we offer.

If there is a connection, we will book a follow up meeting and discuss next steps, action plans, and recommendations going forward.

Schedule an appointment

Our wealth management services

Wealth Management is more than just portfolio management. We work to address and administer a full suite of wealth management solutions for our clients.

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Purpose

Have a qualified professional manage your investment portfolio.
Strike a balance between risk and reward.
Enjoy a flexible solution that stays true to your goals.

Main benefits

Have a clear plan to achieve your goals.
Be able to react to the unexpected.
Achieve the maximum benefits of diversification.

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Purpose

A document outlining your short- and long-term financial goals and the strategies you will use to reach them.
The plan reflects your personal and family situation, your risk tolerance and future expectations, and includes effective tax strategies.

Main benefits

Your finances will be in good hands.
You will enjoy greater peace of mind.
You will be able to prioritize your projects and make informed decisions.

These services are offered by third party specialists.¹

Purpose

Document how you want your assets to be distributed after your death.
Prevent any misunderstandings among your heirs.
Plan for any situation.

Main benefits

You will be protected in case of incapacity.
Your assets will be transferred without conflict.
Your wishes will be respected.
You will minimize the tax burden on your estate.

These services are offered by third party specialists.²

Purpose

It is the development of financial strategies to reduce the impact of taxes on your investments.
Proposing customized recommendations based on an analysis of your situation and your portfolio.
It's about doing more with the same money by optimizing your portfolio.

Main benefits

More money to invest or spend.
More freedom to achieve your goals.
Make tax-efficient investments.

These services are offered by third party specialists.²

Purpose

These solutions will ensure your family's financial future should anything happen to you.
They serve as a cushion to protect you from the unexpected.
They will help keep your family's plans on track.

Main benefits