Financial planning is a journey. It is incredibly important to understand where you are right now and where you want to be.
There are a variety of options to get from here to there – and we know the best way to achieve your goals and reach your destination. We’ll provide the information, care and support you need so you can sleep well at night.
Jim and the Whitehouse Retirement Wealth Group Team are experts in retirement wealth management because we follow the same process with every client. This process makes sure we understand your goals and outline the best plan to achieve them.
We cover the best practices of retirement wealth planning in Canada. They include advice from Jim and the Whitehouse Retirement Wealth Group, timely information and recommendations for a comfortable and conservative retirement.
We want you to understand your financial decisions and be assured that they make sense. We want to share the basics of retirement planning, Our regular reviews always keep you up-to-date with your portfolio.
Our goal for our clients is simple: help them to have a comfortable and conservative retirement. The steps to achieve this goal are different for everyone. No two investment portfolios are identical, and every person has a different vision for what retirement they want.
This is why our work is rewarding: we get to find strategic and creative solutions to help our clients have a comfortable and conservative retirement that matches their goals.
A core principle of our services is communication and honesty. We will always take the time to listen to your current situation, goals and questions. Then we’ll make sure you understand the answers and that the advice we offer makes sense.
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.