Create a secure future and grow personal wealth.

Our experienced financial team will show you a simple path to growing your net worth.

6 Signs your investing strategy needs care from an expert guide

1

You worry that you won’t be able to quit working to survive in your retirement years.

2

You fear an uncomfortable and unknown financial future without enough cash to live in retirement.

3

You don’t feel heard or respected by an advisor who makes the minimum effort.

4

Financial conversations leave you feeling confused by jargon.

5

You feel misled or underwhelmed by aggressive promises from investment pundits.

6

You worry your portfolio has too much risk.

Are my finances future-proofed? Chat with out experts

Our experienced financial team will show you a simple path to growing your net worth.

When partnering with our team, we provide our clients with an uncomplicated personalized plan to help build their financial portfolios and the future they desire.

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You deserve an advisor who is tuned into you and your goals.

Get your money invested and working for your future, simply and steadily.

Reach your retirement with comfort and financial confidence. Get a simple plan from an experienced and empathetic guide.

History has told us a tried-and-true approach works – we advocate a “Steady Eddie” conservative approach because we’ve seen it outperform the adrenaline-chasing “Wolf of Wall Street” methods that often make the news for the wrong reasons. Let’s take it easy and make smart moves over the long haul.

Follow a sane strategy with help from a straight-talking and knowledgeable advisor dedicated to serving you.

Smart and realistic investing advice from highly-experienced advisors

Real wealth rarely grows overnight. Embrace safety through a plan and a look ahead.

Small and easy steps to build and access your wealth

Get the knowledge and necessary fine-tuning shared with you to bring you safely to your goal.

An empathetic ally providing high-touch service.

Partner with our team who will personally guide you and pay attention to the markets and your investments.

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How to work with us in 3 simple steps

1

Get a high level scan

of your life and money snapshot at present with your timing of future events.

2

Establish your risk tolerance threshold

and learn about the strategies your advisor can use to help you.

3

Agree on a road map

that you and your advisor will design to create your financial future. Journey ahead supported at every step towards growing your wealth.

Our Latest Videos

A man and a woman are sitting at a stove in a kitchen.

Your Guide to a Worry-Free Retirement in Canada: Smart Strategies for Your Golden Years

January 21, 2025

How to Secure a Comfortable Retirement in Canada Planning for retirement is one of the most significant financial journeys you'll take, but it can feel overwhelming without the right guidance. From deciding how much money you'll need to retire comfortably to choosing the best age to leave the workforce, careful planning is essential to achieving financial freedom. This guide explores key topics like creating a retirement budget , managing taxes efficiently, and building a steady income stream that can withstand inflation. You'll also find insights on whether downsizing or relocating is right for you, and how to avoid common pitfalls like overspending or retiring with debt. Retirement isn’t just about numbers—it’s about achieving peace of mind and a lifestyle you enjoy. Whether you’re early in your saving strategy or nearing the golden years, this resource provides actionable advice tailored to the unique challenges Canadians face. Explore strategies to protect your savings from inflation, the psychology behind retirement decisions, and tips to ensure your golden years are financially secure and personally fulfilling

REALITY CHECK | How much $ do I need to retire?

January 2, 2025

Do you know how much money you really need to retire? In this video, we break down the myths, share real-life examples, and give you a clear retirement reality check to help you plan confidently. James Whitehouse and Fernando Ponce from Whitehouse Retirement Wealth Group in Calgary, Alberta, Canada answer these questions, in-easy to-understand terms: Is there a “typical retirement"? What do retirees say about time, family, and health. What if your retirement savings fall short? What is a realistic retirement? 3 case studies show different retirement paths and how much each family needs to live comfortably. Whether you're dreaming of exotic vacations after your working years, or focusing on a simpler lifestyle, this guide helps you understand the financial reality of retirement. Learn how to stretch your savings and avoid outliving your money.

Estate Planning 101

December 10, 2024

Without an estate plan, your financial assets and wishes could become lost, hung up, or disputed, causing unnecessary delays. But estate planning doesn’t have to be complicated. In this video, we break down the Estate Planning Process into simple steps that most can follow. Whether you’ve just started thinking about estate planning or it seems daunting, this guide will help you understand the key parts to organize it easily. You’ll also learn how some basic office supplies and a few key documents cover most clients’ scenarios. Are you the exception with a more complex situation where a do-it-yourself solution isn’t adequate? Either way, you ca decide with a free estate planning checklist designed to help you get started on protecting your family's future. James Whitehouse, Senior Wealth Advisor at National Bank Financial, and Fernando Ponce walk you through: 4 estate planning options, from DIY to when is it necessary to hire professional services. What are the key documents you need to include in your estate plan? How do you get started on your own? (Hint: Grab our free checklist.) When is it time to seek specialized legal advice. You’ve worked hard to build your wealth. Don't make the mistake of waiting too long to create your estate plan—starting is easy, and the rest will fall into place with a bit of time and effort. 📄 Download our free Estate Planning Checklist

Contact Us

Send us your questions or schedule a free consultation

Contact Us

No matter what stage of life you’re in, it’s a good time to start planning for the future. Send us your questions or request an appointment so we can discuss your financial goals together.

National Bank Financial Wealth Management

Whitehouse Retirement Wealth Group

Address:

239 8th Ave. SW, Suite 200

Calgary, Alberta
T2P 1B9

Phone:

403-531-8442

Jim Whitehouse: james.whitehouse@nbc.ca
Fernando Ponce: fernando.ponce@nbc.ca
Katlyn Irvine: katlyn.irvine@nbc.ca
Cori Timmons: cori.timmons@nbifirm.com
Connie Hykaway: connie.hykaway@nbc.ca

National Bank Financial – Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF Inc.), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF Inc. NBF Inc. is a member of the Canadian Investment Regulatory Organization (CIRO), the Canadian Investor Protection Fund (CIPF), and a subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX:NA).Products and services of the National Bank Financial — Wealth Management are only offered in jurisdictions where they may be lawfully offered for sale. All products and services are subject to the terms of the applicable agreement. The information in this Website is subject to change without notice. This communication does not constitute an offer or solicitation by anyone in any jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation. Prospective investors who are not resident in Canada should consult with their financial adviser to determine if these securities may lawfully be sold in their jurisdiction. This information is intended only for residents that reside in the provinces of Alberta, British Columbia, Ontario, Manitoba and Saskatchewan. NBF is not a tax advisor, and clients should seek professional advice on tax-related matters, including their personal situation. Please note that comments included in this letter are for information purposes only and are not intended to provide legal, tax or accounting advice. The comments reflect the opinion of their author and may not reflect the views of NBF. The information contained herein has been prepared by Jim Whitehouse, a Senior Wealth Advisor and Portfolio Manager at NBF. Insurance services and products are provided by National Bank Insurance Firm (NBIF). NBIF is not a member of Canadian Investor Protection Fund, and the products sold or provided by NBIF are not guaranteed by the Canadian Investor Protection Fund.