We are proud Calgarians with a diverse client base.
While most of our valued clients are local, we also serve investors from around the world; giving us additional global perspective. We advise CEO’s, board members, 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.
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.
Asset protection trust
Protective supervision plans
Donations and philanthropy
Personalized testamentary planning
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
Life insurance (personal or business.
Critical illness insurance
Long-term care insurance.
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.
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.
Meetings in the comfort of your home or workplace.
Easy and efficient access to your private banker and your account representative. to answer questions.
High level of expertise.
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.
Every member of our diverse team works with a common goal in mind:
providing tailored and trusted advice to every one of our clients.
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:
Comprehensive, integrated solution
Diversification through a variety of asset classes, sectors, and regions
Ongoing monitoring and adjustments
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.
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.
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.
Donations tax optimization
Creation of public and private foundations
Individual Pension Plans
and prioritize client's long-term and short-term financial goals
client's current investment and wealth situation
a diversified portfolio, tailored to serve client's unique goals
the extended team of professionals to analyse potential risks and issues
coordinated strategies into the plan
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.
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 is an indirect wholly-owned subsidiary of the National Bank of Canada. National Bank of Canada is a public company listed on the Toronto Stock Exchange (NA:TSX). This information was prepared by Kevin Filan Group, an Investment Advisor with National Bank Financial. The particulars contained herein were obtained from sources that we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed are based on our analysis and interpretation of these particulars and are not to be construed as a solicitation or offer to buy or sell any securities mentioned herein. National Bank Financial may act as financial advisor, fiscal agent or underwriter for certain of any companies mentioned herein and may receive remuneration for its services. National Bank Financial and/or its officers, directors, representatives, and associates may have a position in securities mentioned herein and may make purchases and/or sales of these securities from time to time in the open market or otherwise. The opinions expressed herein do not necessarily reflect those of National Bank Financial. Securities mentioned in this article are not necessarily suitable for all types of investors. Please consult your investment advisor to verify whether this security or sector is suitable for you and to obtain information, including the main risk factors. 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. The content of this site is intended only for the residents of the province or territory of Alberta, British Columbia, Ontario and Saskatchewan.
Insurance services and products are offered by NBF Financial Services (NBFFS), not NBF. NBFFS is not a Member of CIPF and NBFFS products are not covered by CIPF.