Our expertise is second to none. We will give you peace of mind with our comprehensive financial planning platform, personalized solutions and exceptional service.
Our specialty: Making it easier for you to manage your finances, no matter what your needs, goals or situation are.
We are able to tailor our recommendations to each profile and work together to find the best solution for you thanks to the wide range of services we offer.
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.
Throughout our relationship, our team listens to your needs. We tailor our recommendations to your situation and ensure that we propose the solutions that best suit you.
As you go through life and your situation changes, your expectations and financial goals will evolve. Our team guides you every step of the way and calls on specialists from various areas to make personalized recommendations and help you achieve your goals.
Certain services are offered by third party specialists. *1, 2, 3
Purpose
Main benefits
These services are offered by third party specialists. ₁
Purpose
Main benefits
These services are offered by third party specialists. 1
Purpose
Main benefits
These services are offered by third party specialists.2
Purpose
Main benefits
These services are offered by third party specialists.2
Purpose
Main benefits
These services are offered by third party collaborators.3
As a National Bank Financial—Wealth Management client, you can take care of all your banking in one place:
Main benefits
Do you want to give back to the community? Let our team guide you in designing a philanthropic plan.
Our focus is on creating balanced and sensibly allocated portfolios, using primarily income producing securities and a philosophy of preserving capital! We follow a rigorous discipline in the security selection process and strive to keep fees to a minimum. Our unique abilities are positioned in individual stock and exclusive bond selection, designed for both income and growth. We use options to enhance income and reduce risk in portfolios and provide efficient investment solutions for reducing taxation.
By taking your risk profile into account we create a customized portfolio to meet your investment goals and long term obligations. We realize that no two investors are the same and strive to create an all-encompassing financial plan to increase returns no matter the current state of the market.
The title and role of a Portfolio Manager (PM) is only granted to those who have proven performance through extensive years of investment industry experience alongside the successful completion of a challenging course and exams offered through the Canadian Securities Institute. Jack earned his PM designation in 2017 and has been growing this side of his business practice. Through superior analytical and communication skills, Jack's job on behalf of his discretionary PM clients is to create the right combination of securities to maximize his clients return for their level of risk.
As a Portfolio Manager Jack can free up some of your time to seek out activities and adventure you wish to pursue. Jack will have control over the investment decisions,making implementation much timelier, which ultimately produces better results. Rest assured Jack is constantly evaluating and developing strategies, executing those strategies, reviewing and rebalancing assets within his PM client's accounts.
If this way of investing appeals to you please contact Jack, Lenka or Taryn to learn more.
In addition we work closely with a team of experts qualified to assist in all aspects of your wealth management needs:
Furthermore we have a fully instituted tax team ready to answer any tax questions you may have.
