When opening a portfolio with the Zentner Wealth Advisory Group, you are unlocking a team of experts who will work alongside you to guide and educate about a wide range of investment opportunities tailored to your specific circumstances and as they may evolve over time. We are a full-service stop, connecting you with trusted lawyers and accountants. Most importantly we are committed to honesty and integrity. We are proud of our work and helping you to see the big picture.
Solutions designed to meet your needs
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 approach
Throughout our relationship, our team listens to your needs. We tailor our recommendations to your situation and ensure that we propose the solutions that best suit you.
1. Understand your needs
- We take the time to get to know you.
- We undertake a detailed analysis of your current situation.
- We understand your needs and concerns to help you set objectives and priorities.
2. Plan
- We recommend solutions that are tailored to your needs and establish an action plan with your priorities in mind.
- We design a personalized plan for your retirement.
- We assist you in your decision making regarding estate planning and settlement.
3. Implement the plan
- We build your investment portfolio and implement the adopted strategies.
4. Periodic monitoring
- We monitor changes in your personal, financial and economic situation, to ensure the proposed solutions continue to suit your objectives.
Our services
As you go through life and your situation changes, your expectations and financial goals will evolve. Our team guides you every step of the way and calls on specialists from various areas to make personalized recommendations and help you achieve your goals.
We understand how important financial and retirement planning is. Our team will assess your retirement goals and create a step-by-step plan to assist you with achieving those goals. Additionally, we can help prepare your children or grandchildren for their future.
We are confident our comprehensive financial planning service and
personalized solutions will provide you with peace of mind.
These services are offered by third party specialists. 1
Our tax planning strategies will ensure all aspects of your financial
plan collaborate in such a way which minimizes your overall taxes,
allowing you more expendable income.
These services are offered by
third party specialists.
2
Effective insurance planning including life insurance, health insurance and mortgage insurance help to protect you from unexpected financial losses. Our team will research and carefully select individual insurance policies which align with your specific circumstance to ensure security.
These services are offered by third party collaborators. 3
Planning for the future shouldn’t stop at retirement. Estate planning is an integral part of managing your wealth. Our team works with a trusted and experienced network of lawyers who can assist with creating estate planning documents including a Last Will and Testament, Power of Attorney and Health Care Directive. Each of these documents work together to protect yourself and your heirs.
These services are offered by third party specialists. 2
Starting a family can be one of the most transformative, fulfilling and expensive decisions a person makes. Having an understanding of how expenses will change from infancy through adulthood will allow you to make informed financial decisions and plan with long term goals in mind.
Our team is equipped with professionals who specialize in business investments which enable us to offer comprehensive solutions to our clients regarding business tax efficiencies and everyday business solutions to help your business stay on track with its financial goals.
First time investing can be intimating, but it doesn’t need to be when you have a professional team to guide you to make decisions you can feel confident about. Our team is committed to long term growth creating generational wealth.
Toolbox
Our useful resources will help you effectively manage and better understand your finances.
- 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.
