Discretionary Portfolio Management

The Portfolio Managers Designation allows us to offer Discretionary Portfolio Management which means we make investment decisions for you on your behalf following a very disciplined investment model and your investor profile. With responsibility comes reporting. We provide quarterly performance updates so you are always informed on our progress. In short, we look after your life savings so you can focus on those things that are important to you. Leave the knowledge and worry to us while you do what you do best!

National Bank Financial - Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada. (NBC) that is used under license by NBF. NBF is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA).

The present document may not be reproduced either wholly or in part. It must not be distributed or published or be mentioned in any way whatsoever. No mention of the information, opinions and conclusions it contains may be made without the express written pre-approval of NBF for each instance.

The particulars contained herein were obtained from sources we believe to be reliable, but are not guaranteed by us and may be incomplete. The opinions expressed are based upon our analysis and interpretation of these particulars and are not to be construed as a solicitation or offer to buy or sell the securities mentioned herein. The opinions expressed do not necessarily reflect those of NBF.

The information contained herein has been prepared by Alan Kemp, an investment advisor at NBF. The opinions expressed do not necessarily reflect those of NBF.