Whitehouse Wealth Management Group

SWAN: Sleep Well At Night

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What We Do

We meet Clients at all stages of their lives and help them with all financial matters, and often very personal matters.

Discover the team

Our SWAN Approach

Our Integrated Wealth Management assists you through many different life stages:

  • Wealth Accumulation
  • Financial Planning Debt Management and Reduction
  • Insurance* - Protecting your Family
  • Educational Planning
  • Retirement Planning
  • Wealth Dispersion: Retirement Income
  • Estate Planning: Wills, Trusts, Estates, Business Trusts

* Certains services are offered by third parties.

  1. 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.

  2. 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.

  3. 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.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

Our Pillars of SWAN

These are the fundamental principles upon which we founded our “Sleep Well at Night” approach.

Discover the steps of our unique approach

  1. Conservative Investing
  2. Communication & Honesty
  3. Discretionary Management
  4. Transparent Costs

 

“Managing risk is of the utmost importance when planning for the future”

“Open and honest collaboration is at the center of all great relationships”

“We manage your money, so you can enjoy your life”

“We clearly communicate your fee”

Contact us

Get contact information for our team members and find out where our offices are.

 

Phone picto

1 403-531-8442 Katlyn Irvine