Who we are

3

Alan Kemp, B.B.A

Portfolio Manager
Senior Investment Advisor
Vice-President

Benefit from Discretionary Portfolio Management by taking advantage of my Portfolio Manager Designation

As a registered Portfolio Manager, I'm able to offer you a personalized portfolio management service that includes Discretionary Portfolio Management relieving you of the burden of having to make timely, informed investment decisions.  I'm able to utilize state-of-the-art portfolio management tools to implement, monitor and adjust your portfolio as financial markets dictate all while following a rigorous Investment Policy Statement which sets out cleary defined risk tolerance parameters for your portfolio.  In short, let me take the worry out of your investment portfolio so you can devote more time to what really matters to you!  

 

 519-646-5712

Stacy Levitt FMA, CFP

Investment Associate

Personalized service is essential for a good working relationship with our clients.  This client centric focus allows me to be successful in both my roles as the group Administrator and your Personal Financial Planner.

My years of administrative experience in investment management AND personal banking uniquely qualifies me to be your #1 resource for all things financial.  Whether its a question about your statement, request for funds or a bank referral for your next mortgage quote, I'm here to serve.  I'm also your resident expert on all things RESP and RDSP should education and/or disability planning be a priority.

It would also be a privilege to allow me to complete your own Personal Financial Plan.  The basis of financial planning is the recognition that everyone’s economic and life situation is different.  As your Personal Financial Planner, my focus is to learn about your situation and financial goals.  Together, we will build a custom-tailored financial plan that meets your needs.  We will continue to work together over the years to review achievements against your stated aims and ensure you are comfortable everything is moving forward according to plan.

519-646-2140

Brenton Kemp

Investment Associate

As the "junior" member of our group I bring a very different and much needed perspective to the investment process as it relates to the next generation of clients.  Those of us in the wealth accumulation phase embarking on our lifelong journey of learning while balancing the need to build wealth while raising a family brings a set of unique challenges that I can easily relate.  Combined with my dedication and commitment to servicing our clients I'm keenly interested in helping you get the process started as we embark on this journey together.

519-646-5713

To learn more, call us at 877-446-5711 or brenton.kemp [at] nbc.ca (email)