Welcome to
Kevin Filan Group
Tailored Wealth Solutions
Our clients appreciate our frequent and engaged communication, educational face-to-face conversations, and our personalized service
We are proud Calgarians with a diverse client base.
We have advised CEO’s, board members, and continue to advise small and medium-size companies, and multiple family generations. We are passionate about understanding our clients and we invest time into getting to know their unique financial goals.
Senior Wealth Associate
B.A. Law & Society
National Bank Financial
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Invaluable member of Kevin Filan Group Tailored Wealth Solutions, for over a decade, Shannon is the go-to resource for regulatory ...
Kevin Filan
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Senior Wealth Advisor
B.A. Econ., CIM
National Bank Financial
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For over 20 years, Kevin’s successful wealth management practice has provided trusted advice for Calgarians, and clients across the globe...
OUR TEAM
Every member of our diverse team works with a common goal in mind:
providing tailored and trusted advice to every one of our clients.
WILLS AND ESTATE
Another great component of a solid financial plan is estate planning. You have worked hard to build up substantial assets and you want to protect them, and ensure that they are distributed to your heirs according to your wishes. An estate plan will give you the comfort of knowing that your wishes will be respected, and that your estate will be handled in an optimal fashion from a financial and tax perspective.
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Asset protection trust
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Protective supervision plans
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Trust administration
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Donations and philanthropy
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Estate planning
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Personalized testamentary planning
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Estate settlement
INSURANCE
It is crucial to evaluate your financial security and that of your family to avoid setbacks in the event of death, illness or disability. Nearing retirement, insurance usually becomes a question of financial strategy. Because insurance needs evolve with different life stages, to ensure you have the right coverage, we will refer you to experts who will help define your needs.
Types of Insurance
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Life insurance (personal or business.
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Disability insurance
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Critical illness insurance
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Long-term care insurance.
TAX
Capital gains and investment income are taxed differently depending on the investment product you use. With good planning, you can ensure you choose investment vehicles that reflect your tax situation so that you can grow your wealth more efficiently. Our team of in-house professionals can help you establish solid tax strategies.
BANKING SOLUTIONS
We assess each unique client situation and tailor holistic solutions designed to provide clients with peace of mind for today, tomorrow and beyond. Whether you’re looking for a solution for your everyday transactions, your financing needs or any other particular need you may have, we can help.
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Meetings in the comfort of your home or workplace.
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Easy and efficient access to your private banker and your account representative. to answer questions.
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High level of expertise.
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The promise of professional advice.
Privacy is also a key benefit and client dealings and services provided remain anonymous.
WHAT WE DO
Our strength lies in identifying the unique situation of our client, educating them, and implementing a tailored, holistic solution.
We emphasize full disclosure, transparent pricing and explain in plain language our investment strategies. It is no surprise that many of our relationships span family generations.
PORTFOLIO MANAGEMENT
Grow your financial wealth over time to reach specific financial objectives. We provide full portfolio diversification, all the while respecting your risk tolerance. Regularly rebalancing your portfolio to ensure it stays aligned with your personalized investment policy contributes further comfort that your strategy remains optimal over time. We offer:
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Comprehensive, integrated solution
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Diversification through a variety of asset classes, sectors, and regions
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Ongoing monitoring and adjustments
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Individual holdings, private pools and ETF, etc
SUCCESSION AND WEALTH TRANSFER
Whether you intend to sell your company or transfer its ownership to a third party when you retire, it is important to have a transition plan in place. Planning this transition is complex but not doing so can have considerable impact on your financial health and that of your loved ones.
RETIREMENT PLANNING
Accurately define your objectives and retirement needs, as well as determine the right strategies to execute at opportune times of your life.
To implement a savings strategy that will help you live out the retirement of your dreams, you must evaluate your current assets in relation to your objectives, take into consideration the fiscal consequences of your investments, your succession plan, your income sources and every other factor that can impact your savings ability and your future income.
PHILANTHROPY
We offer a full range of services designed to complement our traditional investment solutions. We can advise you on philanthropy,business management, foreign banking, property valuations, business transfers,and much more.
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Donations tax optimization
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In-kind donations
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Creation of public and private foundations
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Individual Pension Plans
Clarify
and prioritize client's long-term and short-term financial goals
Assess
client's current investment and wealth situation
Build
a diversified portfolio, tailored to serve client's unique goals
Involve
the extended team of professionals to analyse potential risks and issues
Implement
coordinated strategies into the plan
Monitor
results, research new opportunities and adjust
WHAT CLIENTS SAY
client of 20 years:
I know I am not the biggest client, but I feel an incredible privilege of being treated like his #1 client. When I call, Kevin always has time for me.
2nd generation client:
Kevin takes time to explain both ups and downs of a particular investment. He is ready to tailor the education level to the level of the client, whether it's a simple summary or a deeply detailed explanation.
long-term client:
Kevin is very diligent with my account and invests exactly the way that is best for my family. I can always trust him. He has a talent for what he is doing.
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 Canadian Investment Regulatory Organization (CIRO) 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).
Insurance products and services are provided by NBF Financial Services (NBFFS) or National Bank Financial Insurance Firm (NBIF). NBFFS and NBIF are not Members of the Canadian Investor Protection Fund (CIPF) and Insurance Products and Services are not protected by the CIPF.
NBFWM is not a tax advisor and clients should seek professional advice on tax-related matters, including their personal situation. Please note that comments included on this website are for information purposes only and are not intended to provide legal, tax or accounting advice. The comments reflect the opinion of their author only and may not reflect the views of NBFWM.
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.
This website was prepared by Kevin Filan, a Senior Wealth Advisor at NBFWM.
Products and services of NBFWM 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. The content of this site is intended only for the residents of the province or territory of Alberta, British Columbia, Ontario and Saskatchewan.
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