A discretionary managed portfolio gives you the benefit of having a professional making the decisions in your portfolio with your best interest in mind. As a client, you no longer have to make all the decisions, which ensures your emotions will not get in the way of performance, allows me to rebalance your portfolio rapidly when the markets are volatile, and seize opportunities as they arise. The portfolio is always managed inside of well-defined parameters according to your personal investment policy statement. With the capability of block trading, you don’t need to worry anymore if you are called first or last to benefit from an investment opportunity.
What do the majority of my clients worry about?
Having sufficient money for retirement - Running out of money during retirement - Protecting their wealth for their children.
I am passionate about helping people achieve their financial goals. As partner in your financial success, my sole responsibility is to protect and grow your wealth. I do this by developing a thorough understanding of your personal and financial situation and then constructing a customized portfolio to meet those goals. You should be investing based upon your priorities, not based on some index.
Simplifying your life
As the investment landscape becoming increasingly complex, along with the growing number of investment options available, I believe it is critical to have an investment professional working for you, so you can focus your career, your family, and your life.
For each of our clients we consider retirement planning, estate planning, risk minimization and tax efficiency in all aspects of our approach.
Our purpose
Choosing Tigert Wealth Management as a partner in your financial success, you can count on receiving expert, unbiased advice to help you make the right decisions.
With our help, you will gain access to a wide range of products created to meet your needs, depending on your financial objectives.
5-pilars services
A flat fee account allows you to focus strictly on the strategic value of investment decisions knowing there are no transaction fees. A flat fee is charged simply based on the value of your account and fully aligns our interests. When your portfolio value goes up, so does my compensation.
Many people will agree that the commission system is certainly one of the more equitable. The cost of ongoing advice and service is built into these transaction fees, so the only time you actually have to pay anything is when a security is bought or sold in one of your accounts.
- Investment Accounts (Cash, Margin, Option)
- RRSPs, RRIFs, LIFs
- RESPs
- TFSAs
- RDSPs
- Stocks
- Preferred Shares
- Bonds, Convertible Debentures, GICs
- New Issues
- Mutual Funds
- ETFs (Exchange Traded Funds)
- Structured Notes
- Options
A 360 degree approach
Wealth Management is an approach that assesses each unique client situation and tailors holistic solutions designed to provide clients with presence of mind for today, tomorrow & beyond.
- Portfolio Management
- Financial Planning
- Tax Planning
- Risk Planning
- Estate Planning
- Philanthropy
- Banking Solutions
*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.
Portfolio Management
- Have a qualified professional manage your investment portfolio.
- Strike a balance between risk and reward.
- Enjoy a flexible solution that stays true to your goals.
Main benefits
- Have a clear plan to achieve your goals.
- Be able to react to the unexpected.
- Achieve the maximum benefits of diversification.
These services are offered by third party specialists1
Financial Planning
- A document drawn up by your wealth advisor outlining your short- and long-term financial goals and the strategies you will use to reach them.
- The plan reflects your personal and family situation, your risk tolerance and future expectations, and includes effective tax strategies.
Main benefits
- Your finances will be in good hands.
- You will enjoy greater peace of mind.
- You will be able to prioritize your projects and make informed decisions.
These services are offered by third party specialists1
Tax Planning
- It is the development of financial strategies to reduce the impact of taxes on your investments.
- Proposing customized recommendations based on an analysis of your situation and your portfolio.
- It's about doing more with the same money by optimizing your portfolio.
Main benefits
- More money to invest or spend.
- More freedom to achieve your goals.
- Make tax-efficient investments.
These services are offered by third party specialists2
Estate Planning
- Document how you want your assets to be distributed after your death.
- Prevent any misunderstandings among your heirs.
- Plan for any situation.
Main benefits
- You will be protected in case of incapacity.
- Your assets will be transferred without conflict.
- Your wishes will be respected.
- You will minimize the tax burden on your estate.
These services are offered by third party specialists2
Philanthropy
Do you want to give back to the community? Let our team guide you in designing a philanthropic plan.
- Setting up a foundation
- Distribution of donations
- Bequests in a will
Banking Solutions
As a National Bank Financial—Wealth Management client, you can take care of all your banking in one place:
- Everyday transactions
- Financing
- Specific needs
Main benefits
- Savings on certain banking solutions.
- Healthcare and legal virtual assistance services.
- Competitive interest rates.
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.
