Wealth Planning


Financial Planning

Having a solid financial plan gives you the ability to determine and meet your life goals through the sound management of your wealth. I can customize a plan that will provide you with:

  • The assurance that your goals should be reached within a certain period
  • A list of actionable items to pursue in order to take control of your finances and achieve your goals
  • Peace of mind from having your needs met in a coherent fashion

Financial Planning™ is a trademark of HSBC Bank Canada and used under license by National Bank Financial.

Retirement Planning

Whether you're just beginning to give serious attention to building a substantial nest egg or looking to derive the maximum retirement income from your savings, I will work with you to create the right retirement plan.

My clients have access to the full spectrum of registered retirement accounts through National Bank Financial, including:

  • Registered Retirement Savings Plans (RRSP)
  • Individual Pension Plans (IPPs)
  • Registered Retirement Income Funds (RRIF)
  • Locked-In Retirement Accounts (LIRA)
  • Locked-In Retirement Income Funds (LRIF)

The information and opinions herein are provided for information purposes only and are not intended to give specific legal, financial, accounting, tax, investment or estate-planning advice. National Bank Financial has taken the necessary measures to ensure the quality and accuracy of the information contained herein. It does not, however, guarantee that the information is accurate or complete, and it creates no legal or contractual obligation on the part of National Bank Financial.