Will your “future self” retire with comfortable wealth, on time?
Find out if there’s more you should be asking from your advisor to make this happen.
Take the quiz to uncover if your advisor is maximizing your future comfort on time.
In this 3-minute quiz, get the answer and start to get your retirement finances on track and uncover the areas where you may not be maximizing everything in your advisor’s toolbox.
Have I maximized my future wealth with my advisor?
Hello go-getters. You’ve hit your stride in your work and family life, and you know investing for retirement is mission-critical, but are your future finances on track and handled to your standard?
Your schedule leaves you little time or personal expertise to constantly keep an eye on your portfolio, so you have to trust your success is in the right hands with your chosen advisor.
But could you be getting more out of this game-changing person? The appointed specialist you’ve trusted with your financial and retirement plan?
Is this You?
- You don’t have time to watch your portfolio
- You don’t have the investing expertise to make informed decisions to grow the portfolio.
- You don’t have room for confusion or doubt about your advisor’s capability.
Find out what to reasonably expect when getting advice with your financial path, and make sure you maximize the person you’ve handed control over the most important piece of your future: your personal wealth.
Have I maximized my future wealth with my advisor?
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.
