Services

Our group is committed to providing you with a comprehensive Wealth Management Solution to help you focus on what is most important in life and help you reach your financial goals. We provide:

>    Investment Management 

>    Financial Planning

>    Tax Planning

>    Estate Planning

>    Insurance Planning


In building a wealth management solution that is custom tailored to meet your financial goals, our team has access to a comprehensive array of financial tools. These include:

>    Canadian, US and International equities

>    Corporate and government bonds

>     ETF's (exchange traded funds)

>    Mutual Funds

>    Fund of funds and pooled wraps

>    New issues

>    Principal protected notes

>    Options trading

    


Insurance products and services are provided by NBF Financial Services (NBFFS). NBFFS is not a Member of the Canadian Investor Protection Fund (CIPF). Insurance products are not protected by the CIPF.