To ensure that your wishes are respected, you must have a succession plan and an updated will. This will help avoid many difficult issues for your beneficiaries. ²
Live your life with no financial stress!
Here at Bobkowicz Advisory, we provide the following financial services to ensure your future goals are met and that your life events are taken care of so you can lead a stress-free life.
Our services: wealth management, portfolio management and more
Simplifying your life
Our specialty: Making it easier for you to manage your finances, no matter what your needs, goals or situation are.
Our wide range of services allows us to tailor our recommendations to each profile and work together to find the best solution for you.
Services provided*:
Good financial planning** includes a comprehensive and objective analysis of your financial situation, as well as an action plan and recommendations that can help you enhance your Wealth and achieve a certain level of financial independence. ¹
While having to pay taxes is a certainty, there are several investment strategies that can help you minimize your tax burden, whether at the time of the investment or upon its disbursement. ²
Whether you're looking for a solution for your everyday transactions, your financing ⁴ needs or any other particular need you may have, we can help. ⁵
Portfolio management consists in investing your assets in a way that seeks to grow your Financial Wealth over time, or to reach specific Financial objectives to carry out future projects.
We manage your portfolio in a way that grows your assets consistently over the years, while making sure your risk tolerance needs are met.
We all hope to live long and healthy. However, we can't predict what the future holds, and that is why having life insurance can make all the difference for your peace of mind, and that of your loved ones. ³
Let us help you become home owners by helping you find the right loan and rate for you.
If you are an IRA or 401k holder in the United States and you are currently living in Canada, please give us a call!
Toolbox
Our useful resources will help you effectively manage and better understand your finances.
Social media
Be sure to take a look at my Youtube and LinkedIn accounts for up to date videos and documents pertaining to your financial wellbeing.
- 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.
