- 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.
Discover our Group
Whitehouse Retirement Wealth Group
What We Do
We meet Clients at all stages of their lives and help them with all financial matters, and often very personal matters.
Our SWAN Approach
Our Integrated Wealth Management assists you through many different life stages:
- Wealth Accumulation
- Financial Planning Debt Management and Reduction
- Insurance* - Protecting your Family
- Educational Planning
- Retirement Planning
- Wealth Dispersion: Retirement Income
- Estate Planning: Wills, Trusts, Estates, Business Trusts
* Certains services are offered by third parties.
Our Pillars of SWAN
These are the fundamental principles upon which we founded our “Sleep Well at Night” approach.
Discover the steps of our unique approach
- Conservative Investing
- Communication & Honesty
- Discretionary Management
- Transparent Costs
“Managing risk is of the utmost importance when planning for the future”
“Open and honest collaboration is at the center of all great relationships”
“We manage your money, so you can enjoy your life”
“We clearly communicate your fee”
1 403-531-8442 Katlyn Irvine
