Wealth Management is a comprehensive advisory discipline encompassing a variety of planning exercises, investment portfolio management and insurance considerations. It requires a careful examination and understanding of a client's personal and financial situation, short-, medium- and long-term life objectives and financial comfort zones. Our wealth management service encompasses and aims to optimize all of the following, tailored to the unique circumstances of you and your family. Click on any of the topics below to learn more on those subjects.
Personal Risk Management
There are risks to your family brought about by health and mortality issues. It is important to have the peace of mind brought about by knowing that potential disasters have been provided for. We can see to it that the right cost-effective insurance solutions are put in place to give you peace of mind. We start by estimating the loss of income or added costs resulting from an adverse event occurring. Where applicable, we then do a present value calculation based on the number of years of revenue required to secure your family's financial well being. This will determine the amount of coverage required. We can cost-effectively source proper insurance protection.
Insurance products and solutions are provided by NBF Financial Services (NBFFS). NBFFS is not a Member of the Canadian Investor Protection Fund (CIPF). Therefore insurance products are not protected by the CIPF.