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.
Investment Approach
Our focus is on creating balanced and sensibly allocated portfolios, using primarily income producing securities and a philosophy of preserving capital! We follow a rigorous discipline in the security selection process and strive to keep fees to a minimum. Our unique abilities are positioned in individual stock and exclusive bond selection, designed for both income and growth. We use options to enhance income and reduce risk in portfolios and provide efficient investment solutions for reducing taxation.
By taking your risk profile into account we create a customized portfolio to meet your investment goals and long term obligations. We realize that no two investors are the same and strive to create an all-encompassing financial plan to increase returns no matter the current state of the market.
Our Approach to Wealth Management
• Understand your needs and aspirations
• Design a customized financial plan centered around your goals
• Choose tax efficient strategies to accelerate savings and growth
• Construct a diversified, risk adjusted portfolio that limits volatility and improves growth
• Ensure your estate plan reflects your desires
In addition we work closely with a team of experts qualified to assist in all aspects of your wealth management needs:
• Carla Norris - Financial Planner, CFP PRP
• Dave Pettenuzzo – Insurance Specialist, CLU, CFP, CHFC, RHU
Furthermore we have a fully instituted tax team ready to answer any tax questions you may have.
Portfolio Manager Jack
The title and role of a Portfolio Manager (PM) is only granted to those who have proven performance through extensive years of investment industry experience alongside the successful completion of a challenging course and exams offered through the Canadian Securities Institute. Jack earned his PM designation in 2017 and has been growing this side of his business practice. Through superior analytical and communication skills, Jack's job on behalf of his discretionary PM clients is to create the right combination of securities to maximize his clients return for their level of risk.
As a Portfolio Manager Jack can free up some of your time to seek out activities and adventure you wish to pursue. Jack will have control over the investment decisions,making implementation much timelier, which ultimately produces better results. Rest assured Jack is constantly evaluating and developing strategies, executing those strategies, reviewing and rebalancing assets within his PM client's accounts.
If this way of investing appeals to you please contact Jack, Lenka or Taryn to learn more.
