The Diamond Portfolio

 

Diamond is a personalized portfolio service offering access to elite, third-party money managers from around the world. Greater customization, tax efficiency, and transparency are but some of the benefits of this portfolio.

 

 

Diamond Portfolio™ is a trademark of HSBC Bank Canada and used under license by National Bank Financial.

 

 

The Sapphire Portfolio

 

Sapphire offers you a different approach to the traditional commission-based relationship. Unlike a typical brokerage account that charges a fee for every transaction, this account offers a single, all-inclusive fee linked to the value of your portfolio.

 

 

Sapphire Portfolio™ is a trademark of HSBC Bank Canada and used under license by National Bank Financial.



The Insignia Program

 

The Insignia Program is designed to meet the needs of investors interested in assigning the day-to-day management of their portfolio to their own personal Portfolio Manager. It is ideal for those whose schedules, lifestyles or preferences require a more hands-off approach.

 

 

The Insignia Program™ is a trademark of HSBC Bank Canada and used under license by National Bank Financial.

 

 

Guided Portfolio

 

Through the National Bank Financial you have access to Canadian, U.S., and International guided portfolios that can be utilized for individual or portfolio stock suggestions. Blending prudence with performance, these growth-oriented portfolios are designed to generate long-term results with reduced volatility.

 

 

National Bank Financial is an indirect wholly-owned subsidiary of National Bank of Canada which is a public company listed on the Toronto Stock Exchange (NA: TSX). The particulars contained herein were obtained from sources we believe to be reliable, but are not guaranteed by us and may be incomplete. The opinions expressed are based upon our analysis and interpretation of these particulars and are not to be construed as a solicitation or offer to buy or sell, the securities mentioned herein. National Bank Financial may act as financial advisor, fiscal agent or underwriter for certain companies mentioned herein and may receive remuneration for its services. National Bank Financial and/or its officers, directors, representatives or associates may have a position in the securities mentioned herein and may make purchases and/or sales of these securities from time to time on the open market or otherwise.

 

Financial Planning

 

Having a solid financial plan gives you the ability to determine and meet your life goals through the sound management of your wealth. I can customize a plan that will provide you with:

 

• The assurance that your goals should be reached within a certain period
• A list of actionable items to pursue in order to take control of your finances and achieve your goals
• Peace of mind from having your needs met in a coherent fashion
  

 

 

Financial Planning™ is a trademark of HSBC Bank Canada and used under license by National Bank Financial.

 

 

Retirement Planning

Whether you're just beginning to give serious attention to building a substantial nest egg or looking to derive the maximum retirement income from your savings, I will work with you to create the right retirement plan.

My clients have access to the full spectrum of registered retirement accounts through National Bank Financial, including: 

 

• Registered Retirement Savings Plans (RRSP)
• Individual Pension Plans (IPPs)
• Registered Retirement Income Funds (RRIF)
• Locked-In Retirement Accounts (LIRA)
• Locked-In Retirement Income Funds (LRIF)
  

 

 

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.

 

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

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.

 

 

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.