› Goal setting
› Cash-flow analysis
› Net worth assessment
› Investment planning
› Retirement planning
› Income and asset protection
› Estate planning
› Tax efficiency
Solutions designed to meet your needs
Machel De Leeuw Wealth Advisory Group has a long-standing history in the Financial Services industry. We pride ourselves in helping our clients and their families build, maintain, and preserve their wealth over time through a disciplined and proven 5 step process. Our expertise goes beyond portfolio management to provide guidance and leadership in all aspects of our client's life stages to achieve their long-term financial well-being.
How we do it: Our 5 Step Approach Process
1) Review Your Current Position
To get a solid understanding of where you have been and how you got to where you are today.
2) Understand Your Life Goals
To develop a deep understanding of your personal and financial goals and that of your family.
3) Develop Your Personal Wealth Management Plan
The foundation which guides our team in creating your personal investment portfolio and acts as our benchmark in evaluating our success over time.
4) Put the plan into action
The implementation using rebalancing, maintenance, or new investment strategies in partnership with your extended team of professionals such as Accountants and Lawyers.
5) Review and Adjust
This step is instrumental to our discipline. We regularly review your plan together and adjust it depending on your life events. This ensures your plan changes with you and your needs.
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.
To help you accumulate, manage and preserve personal wealth, National Bank. Financial provides a full range of wealth management services. With our in-house specialists and access to the expert resources within NBF Financial Group, we have the services and resources you need to reach your financial goals.
*Certain services are offered by third parties. Insurance products and services are provided by National Bank Insurance Firm (NBIF). NBIF is not a member of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.
Our Services
To help you accumulate, manage and preserve personal wealth, National Bank. Financial provides a full range of wealth management services. With our in-house specialists and access to the expert resources within NBF Financial Group, we have the services and resources you need to reach your financial goals.
› Establishment of investment
objectives
› Asset allocation strategy
development
› Portfolio design and security selection
› Investment management and advice
› Selection and monitoring of
investment managers
› Periodic portfolio reviews
and rebalancing
› Identify goals
› Evaluate expected income
› Determine additional savings needed
› At retirement, develop a tax-efficient
income strategy
› Income continuance planning
(life and disability insurance)
› Develop asset protection strategies
(mortgage life insurance, business
continuation insurance, critical illness
and long-term care insurance and
insurance for estate planning).
› Assess current and potential estate
value
› Determine obligations (debts,
dependants, taxes and probate
costs)
› Identify estate planning issues
and opportunities
› Devise strategies to fund obligations
and wishes
› Review current and future tax
situations
› Uncover opportunities to save taxes
or defer taxation
› Develop strategies to cover future tax
liabilities
We Also Offer :
Business Financial Services
- Access to Commercial BankingSpecialists
- Business investment management
- Succession planning and businesstransfer assistance
Philanthropic Giving
- Establish a donor advised fundthrough the National Bank Financial Charitable Giving Program.
