Why us

Why Us?

Why the Whitehouse Retirement Wealth Group are Calgary’s retirement management experts

Sleep Well
At Night.

Every piece of advice that we offer our clients is founded on our SWAN philosophy: Sleep Well At Night. It’s our goal that the financial decisions that you make today will benefit you and your family tomorrow – so you can sleep well at night.

From your first consultation to decades after, we’ll provide financial advice and services that contribute to a comfortable and secure future.

Meet our team

Conservative investing

To plan for the future, you need advice and information that minimizes risks and takes into account the current and projected market conditions. Our conservative investing philosophy helps you plan for the future and be confident your goals are achievable.

Communication and honesty

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.

Discretionary management

Guided by our principle of conservative investing, we provide discretionary management so you have more opportunities for your portfolio. You can leverage our expertise and not worry about the day-to-day management of your investments.

Transparent costs

To help you better prepare for the future, we are always clear about our fees. And whenever you have any questions, we are always available to have a discussion so you’ll get the answers you need.

A personalized approach to financial planning

Everyone has different goals and a different starting place. We will identify the opportunities that are best suited to your situation and create a plan that is the best match.
This has been our approach since we started – and it’ll guide our decisions for years to come.

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.