Our services: wealth management, portfolio management and more | National Bank Financial

Bromley Basket Investment Objective

To provide a diversified portfolio, predominantly of Canadian Securities, that produces capital appreciation and moderate income. The portfolio performance will be proportionately measured against the TSX and US Indices (0.7 x TSX Total Return) + (0.3 x DJIU x US$).

Bromley Basket Investment Criteria

The portfolio will consist of ten to twenty securities, all of which will be traded on the Canadian, or US Stock Exchanges. The focus will be on Canadian Blue Chip companies, with a maximum of 30% of the portfolio invested in foreign content. Non-Canadian securities will consist of US stocks, or Index Participation Units accessing North American and Global markets. The portfolio will attempt to be fully invested; however, from time to time we may hold some cash in short term, high quality, fixed income instruments, or no-load money market funds.

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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.

Key features of your succession plan should include:

- Define the objectives of your succession plan;

- Determine your wishes (beneficiaries, asset distribution, tutors, etc.);

- Establish the financial needs of your successors, such as your children's education;

- Evaluate your needs in case of incapacity; and

- Minimize the tax burden and maximize the cash flow available after your passing

Taxes are one of life's certainties, but there are strategies to minimize your tax burden at the time of the initial investment, and upon its disbursement.

Capital gains and investment income are taxed differently depending on the investment product you use. With good planning, you can ensure that you choose investment vehicles that reflect your tax situation so that you can grow your wealth more efficiently.

Having the right insurance coverage can make all the difference for your peace of mind.

We all hope to live a long and healthy life. Unfortunately, we can't always predict what the future holds, and that is why having good insurance coverage can make all the difference to your peace of mind, and that of your loved ones.

It is crucial to see to your financial security today in order to avoid financial misfortunes in the event of death, illness or disability later on. I would welcome the opportunity to discuss your situation and insurance needs, and to ensure that you have the right coverage.