Financial Advice

PROVIDING FINANCIAL ADVICE THROUGHOUT ALL OF LIFE'S STAGES

Wealth Accumulation: Priority is placed on using the most tax-effective tools available, including Registered Retirement Savings Plans, Registered Education Savings Plans, Registered Disability Savings Plan, Tax-Free Savings Accounts and an exhaustive array of non-registered investment vehicles.

Wealth Protection: Comprehensive life and critical illness insurance solutions ensure peace of mind and help preserve wealth for future generations.

Banking Services: National Bank of Canada professionals are at your service to provide credit analysis, traditional and online banking, and an exclusive private banking offering.

Retirement Planning: To augment employer-sponsored and government pension programs, a reliable income stream is created using both registered and non-registered assets.

Estate Planning: A well-structured will and the prudent use of trusts are essential for a smooth and tax-efficient transfer of wealth. 

KEEPING CLIENTS INFORMED

A key part of providing advice is keeping up to date with relevant news, be it about events with an economic impact or a discussion of financial concepts. That is why my day always begins with reading reports produced both internally at National Bank Financial and from valued third party sources. It is my pleasure to share some of this material with my clients on a regular basis via a newsletter that is both concise and user friendly. I invite you to contact me to begin receiving my newsletter so that you can gain insight on what is influencing my decision-making. Here are a few articles from past newsletters

Bank of Canada raises rates, leaves door open for another hike. [2018, Issue 6] Read more

U.S.: Full-time employment hits decade high. [2018, Issue 5] Read more

Market volatility is nothing new. [2017, Issue 7] Read more

Canada: has the loonie hit bottom? [2017, Issue 4] Read more

Economy continues to beat expectations. [2017, Issue 1] Read more

A year-end tax checklist for retirement plans. [2016, Issue 9] Read more