Business Solutions


The ongoing success of your business is critical to your ability to achieve your personal wealth and business objectives. I can provide assistance with:

  • Estate planning strategies
  • Individual Pension Plans (IPPs)
  • Business succession plans
  • Business protection planning
  • Trust services
  • Family wealth counseling
  • Risk management (insurance)
  • Executive benefits compensation

In addition, I can provide you with access to the resources and services of National Bank , one of the leading commercial banks in Canada. Their extensive global network is devoted to the timely creation of innovative solutions that simplify and advance a client’s business.

I can provide access and referrals to the following professional advisors:

  • Insurance agent
  • Other Financial Advisor
  • Lawyer
  • Accountant
  • Personal Banker

As a client of National Bank Financial you will also have access to the following services:

  • Partnership Accounts
  • Ambassador Portfolio Service
  • Discretionary Portfolio Management
  • Turnkey Investment Solutions

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.