- Financial Planners are authorized to act in the field of
Financial Planning. They exercise their duties for National Bank
Financial Inc., a financial planning firm.
- We
work closely with the Taxation, Retirement and Estate Planning Team
from National Bank Trust, made up of multidisciplinary experts who
provide knowledge and advice that complement our service offering.
These experts assist us in providing the best solutions for your
personal finances related to taxation, retirement and estate
planning.
- Insurance products and services are
provided by National Bank Insurance Firm (NBIF) or by NBF Financial
Services (NBFFS), as applicable. NBIF and NBFFS are not members of
Canadian Investor Protection Fund (CIPF). Insurance products are not
protected by CIPF.
- Financing solutions are
subject to credit approval by National bank.
- For details and conditions of the offer, please contact your advisor.
Our approach | Tempus Wealth - National Bank Financial
Wealth planning
The more time you invest in wealth planning, the better your long-term outcomes will be. That's why we dedicate significant time and resources to creating wealth planning strategies that are tailored to you, your family, or your business.
Leveraging our internal team and extensive network, we offer the following planning services :
· Retirement planning
· Estate and legacy planning
· Family trusts
· Business transition planning
· Charitable giving
· Insurance solutions
· Private and commercial banking
Our approach
When designing your investment portfolio, our primary objective is to
achieve and maintain the risk, income, and growth (RIG) parameters
that you’ve set with us. This involves utilizing a diverse range of
both traditional and innovative investment tools and strategies,
resulting in a discretionary portfolio of individual positions that we
manage in-house.
In addition to designing your portfolio, we consult with other specialists to construct a comprehensive wealth plan. We also customize our ongoing communication process to align with your preferences, ensuring that you are always informed and confident in your investment journey.
Portfolio Management
Tailored portfolios with advanced investment options
A generic, one-size-fits-all approach to investing simply doesn't meet the complex needs of our clients and their families. That's why we explore a diverse range of investment types and strategies to address various financial goals. By recognizing the power of time to drive growth and uncover value, we strive to help our clients build sustainable, long-term wealth. Thanks to our in-house portfolio management and administrative teams, we consistently deliver this with a high standard of timely client service.
- A custom-tailored portfolio of individual positions within a discretionary-managed account.
- Advanced fixed income solutions, including structured notes and alternative investments.
- Options investing with three distinct portfolio foundations.
- Unique strategies for downside protection.
- Full fee disclosure and continuous client education.
- Attentive client service provided by a multi-faceted team.
Our steps in monitoring your portfolio
Asses your expectations
We meet with you to discuss your objectives and the changes you would like to see in your current portfolio.
Risk Income and Growth (RIG) analysis
We identify the necessary steps to achieve the income and growth you require while staying within your risk limitations.
Wealth alignment
By taking a comprehensive view of your finances, we arrange meetings with specialists in insurance, tax, and other relevant fields as needed.
Personalized portfolio
Your new portfolio is implemented, and we begin to oversee and evaluate it to ensure it remains aligned with your requirements.
Risk Income and Growth (RIG) tracking report
To facilitate your semi-annual review, we provide a RIG Tracking Report that details your progress since inception.
Toolbox
Our useful resources will help you effectively manage and better understand your finances.
Steven Krupica :
416-507-9125
Andrew Bosomworth :
416-507-9129
Warren Lo :
416-507-9126
Osama Arifullah :
416-507-9124
Steven Krupica :
steven.krupica@nbc.ca
Andrew Bosomworth :
andrew.bosomworth@nbc.ca
Warren Lo :
warren.lo@nbc.ca
Osama Arifullah :
osama.arifullah@nbc.ca