Solutions designed to meet your needs
Our expertise is second to none. We will give you peace of mind with our comprehensive financial planning platform, personalized solutions and exceptional service.
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.
Our purpose
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.
Our approach
Whether you are a client or a prospect, and whatever your financial management needs, we are here to offer you personalized support.
Our team is dedicated to contributing to your financial success. We'll find solutions to help you achieve your goals.
Our Process
We offer ‘peace of mind’ investment advice as we strongly feel that managing risk is the key to prudent portfolio management. Our approach is a consultative one in which we find out what is most important to you. We will work closely with you to develop investment road maps that keep your financial objectives at the forefront.
By carefully determining your risk profile, we create a customized portfolio that best serves your individual investment goals and personal objectives. Our approach:
- Understands your needs and goals
- Emphasizes income tax efficiency on your investments
- Provides you with a personalized diversified, risk adjusted portfolio that limits volatility to enhance growth of capital
Our client relationships are about much more than just investments. We work with qualified experts who can assist in all your wealth management needs:
- Cory Papineau – Financial Planning
- Katy Fay – Mortgages and Lending
Lemke Wealth Group has been built on integrity, trust and exceptional service.
