Bateman Bluekens Wealth Management Professionals and The Dunn Wealth Management Group and have Combined Resources! Laurel Dunn of the Dunn Wealth Management Group and Kristin McIntosh of the Bateman Bluekens Wealth Management Professionals have joined forces in the Calgary offices of National Bank Financial.
What This Means For You ~ No Change ~ Another Contact Point In The Calgary Office & Access To 100 Years Of Experience!
Our goal is to become your PRIMARY trusted Team of Investment Professionals. We want to help you for most, if not all of your financial decisions. This includes and is not limited to Investments, Estate Planning, Insurance* and Inter-generational Wealth Rollover (transition and succession planning). Through National Bank Financial, National Bank of Canada, and their subsidiaries, we also have access to a complete line of products and a team of professionals to offer you all the services you need including Mortgages, Banking and through our external partners, Will and Tax Planning.
We provide each of our clients with a personalized approach and an investment portfolio that is custom-built to ensure the best fit with their individual needs. Our philosophy incorporates a consultative approach to include Comprehensive Planning as a way of doing business, for accounts of all sizes.
*NOTE: Insurance services are provided by National Bank Financial Services (NBFFS). NBFFS is not a member of Canadian Investor Protection Fund and the products sold or provided by NBFFS are not guaranteed by the Canadian Investor Protection Fund