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We specialize in the quality of our research on individual  stocks, bonds, preferred shares and income and royalty trusts and other specialized products. We also monitor your portfolio's investments to ensure you'll get the best performance as conditions change and evolve. National Bank Financial provides detailed reporting regarding your investments on a regular basis, so that you can also monitor the progress you're making.

Together, we allocate your money into the various investment alternatives depending on your objectives, needs and tolerance for risk. We look for the undervalued sectors in the various investment categories and capitalize upon them when opportunities present themselves.

Tax Planning

Taxes are complex and always changing; so are the investment choices that stem from them. When they work together, when they harmonize, they make a potent mix for you. When they don't, you give governments more than their share.

Retirement Planning

We work with you to establish and meet the level of comfort you see for yourself and for your family in retirement.

Estate Planning

It's one thing to ensure you have enough when you need it. It's another to ensure you have enough when your loved ones need it, and it's yet another thing to ensure they can keep it under changing tax regimes.

Probate Planning
The Role of an Executor

We believe that the best decisions are informed decisions. We encourage clients to take an active part in their finances and that's why we hold educational events throughout the year. Here are some examples.Note for specific dates call Sherri at 604-541-8500.

Estate planning seminars find out how to transfer wealth to the next generation

Retirement planning seminars building the nest egg you need to support the retirement lifestyle you want

Woman's workshops helping women organize their finances and take charge of their financial futures

Investment workshops covering topics such as alternatives to GICs, bonds, preferred income and royalty trusts

Tax Planning Seminar you will learn about how to be tax smart in investing your money. A must seminar for those in the higher tax brackets.

We'd like to provide you with some more information your can draw from. Click on the titles below to get a better idea of the advice we provide at a seminar:

 

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Disclaimer: Other provinces serviced are Alberta, Manitoba and Ontario. Information on the website is for residents of BC, Alberta, Manitoba and Ontario. National Bank Financial is an indirect wholly-owned subsidiary of the National Bank of Canada. National Bank of Canada is a public company listed on the Toronto Stock Exchange (NA:TSX). This information was prepared by Eric Muir, an Investment Advisor with National Bank Financial. The particulars contained herein were obtained from sources that we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed are based on our analysis and interpretation of these particulars and are not to be construed as a solicitation or offer to buy or sell any securities mentioned herein. National Bank Financial may act as financial advisor, fiscal agent or underwriter for certain of any companies mentioned herein and may receive remuneration for its services. National Bank Financial and/or its officers, directors, representatives, and associates may have a position in securities mentioned herein and may make purchases and/or sales of these securities from time to time in the open market or otherwise. The opinions expressed herein do not necessarily reflect those of National Bank Financial. Several of the securities mentioned in this article are not followed by National Bank Financials Research department. Unit/share value and investment return will fluctuate.The indicated rates of return is the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Securities mentioned in this article are not necessarily suitable to all types of investors. Please consult your investment advisor. Investment advice given only applies to residents of the provinces of BC, Alberta, Manitoba, and Ontario.