"I was originally a client of Mr. Whitehouse’s predecessor JD. At one time my wifeand I had investments scattered across various institutions, and the originalpurpose of working with NBF was to consolidate our investments with oneadvisor. When JD retired, Mr. Whitehouse proved to be a knowledgeable andeffective replacement, so we have stayed with NBF ever since.
Our objective hasbeen to maintain a reasonably diversified portfolio with a moderate riskprofile that is appropriate to our age and portfolio size. Mr. Whitehouse has avery good understanding of that objective, broad familiarity with the risk andreward characteristics of all publicity traded financial asset classes, and theability to maintain a good balance of security types within a somewhatcomplicated overall portfolio. This has resulted in stable returns andreasonable asset growth over the long term, with apparently moderate risk.
Themain benefit of working with Mr. Whitehouse has been to maintain our confidencethat our overall portfolio will remain balanced and consistent with ourobjectives and circumstances, while continuing to be responsive to changes ineconomic and market conditions. The reporting mechanisms are excellent andprovide a solid high-level perspective on our investments. Mr. Whitehouse andhis staff have always been responsive to, and knowledgeable about, questionsand concerns that have arisen in connection with our portfolio and markets ingeneral.
Our arrangement with Mr. Whitehouse and NBF involves discretionarymanagement for a fixed percentage-of-assets fee. His role is therefore tounderstand our objectives, risk tolerance, and overall investment preferences,and based on that to create and maintain an appropriate investment portfoliowhile ensuring that we remain fully informed and are consulted on majorportfolio developments. This approach has worked very well over a long periodto ensure positive portfolio performance and a comfortable balance betweentrusting our advisor to do his job and staying well informed about ourinvestments.
All aspects of the relationship have worked very well over anextended period. Mr. Whitehouse and his staff are personable, helpful, andwell-informed, the reporting has been very good, the investment advice has beensound and reasonable, and the long-term results been very satisfactory with aminimum of stress."
-KM. June, 2019.
"I would like to commend you on the re-balancing of my portfolio to remove the emphasis on the energy and resources sector. This was quite timely in view of the present precipitous decline. A friend of mine indicated he recently had large losses on his energy investments, so you saved me from that magnitude of a debacle. Thank you for your prudent management."
-L.K. January, 2015.
"We have greatly valued Jim's advice and investment choices over the last 10 years. Looking forward to working with him for many more years!"
-A.V. and B.N., October, 2014.
"We began investing with Jim over 15 years ago and we would highly recommend him to those seeking an experienced and proven investment expert. Jim is a very friendly guy and a good communicator.
"He is also able to explain the investment process in easy to understand terms.
"He's very approachable and takes the time to really get to know his clients. His conservative approach to investing is welcoming. Jim has a very calm and stable approach when dealing with volatile markets. He doesn't get caught up in the 'hype'.
"He understands our level of risk adversity. This is a comforting quality in a Portfolio Manager.
"Jim is dedicated to his career. He values education and is continuously improving his knowledge of the industry which has resulted in added confidence and positive investment returns."
-J.E. and J.E., January, 2016.
In survey recent sent to us by National Bank Financial Wealth Management, we were happy to provide the following responses:
We are extremely satisfied with our advisor James Whitehouse.
Some of the many reasons for our satisfaction are:
Performance of investments of National Bank Financial
Relationship with the team (including associates)
Clarity of information provided
Quality of service from National Bank Financial
Relationship with my advisor
Frequency of follow-ups and communications
Scope of services offered
Expertise and quality of advice
We are highly likely to recommend James and his team at National Bank Financial.
-LBW June 2020