Financial interests are much more complicated than the sum of the investments in a portfolio. NASH Family Wealth Management provides strategies to suit even the most complex wealth management issues delivered through a team approach.
Jay has refined a unique process, focusing on managed portfolios and exchange traded funds (ETFs). Asset allocation and portfolio implementation are also areas of Jay’s expertise. A disciplined process helps Jay to focus clients' portfolios.
Accurate financial planning is a long-term commitment made to clients. Diane is dedicated to creating life plans for accumulation; capital preservation; corporate savings; and generational transfer. She reviews insurance coverage as a method of risk prevention as well as a tool for wealth creation.
Robert (Robbie) Nash, BA
Robbie has more than 40 years of market experience which provides valued insight to clients and the team. Stock selection, asset allocation and client relationships are a main focus.
Gayle Wilkie, BA
As an account manager, Gayle’s organizational skills and attention to detail ensure that account documentation, cash management and personal needs are met for each client.
Investment Advisor, Portfolio Manager, Senior Vice-President
Group Benefits Specialist
Financing Solutions Specialist
Senior Advisor and Trust Officer