Wealth Protection


Insurance can help protect your family from the unexpected and maximize your estate for the enjoyment of your heirs. Working with NBF Financial Services, I can customize a solution specific to your needs, including:

  • Preserving your wealth for future generations.
  • Finding tax shelters for your valuable family assets
  • Preventing loss of income due to illness
  • Providing a sound succession plan for your business

Insurance products are offered through NBF Financial Services by licensed insurance agents. NBF Financial Services is a wholly owned subsidiary of National Bank Financial. The information herein is provided for information purposes only and is not intended to give specific tax advice. Please consult your tax advisor to find out which strategies suit your tax situation. 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.