© 2016 National Bank Financial   |   All Rights Reserved   |   Designed by Kevin Filan Group
Phone: 403-531-8414    Toll-free: 1-800-531-8424

Suite 200, 239 – 8th Ave. SW, Calgary, AB T2P 1B9

Toll Free: 1-866-531-8424 

Tel:              403-531-8414

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.

Senior Investment Associate

B.A. Law & Society

Invaluable member of Kevin Filan Group Tailored Wealth Solutions, for over a decade, Shannon is the go-to resource for regulatory ...

Kevin Filan

Senior Investment Advisor

Senior VP at National Bank Financial

For over 20 years, Kevin’s successful wealth management practice has provided trusted advice for Calgarians, and clients across the globe...

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

  • Trust administration

  • Donations and philanthropy

  • Estate planning

  • Personalized testamentary planning

  • 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

  • Life insurance (personal or business.

  • Disability insurance

  • Critical illness insurance

  • 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.

  • 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.

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.

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:

  • 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.

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.

  • Donations tax optimization

  • In-kind donations

  • Creation of public and private foundations

  • Individual Pension Plans

Connie Hykaway
Senior Advisor, Estate Planning, NBFWM
Cori Timmons
Estate, Insurance Advisor, National Bank Insurance
Carla Norris
Sr. Consultant, Trust and Advisory, Nat. Bank Trust
Craig Pawlychyn
Senior Private Banker, Private Banking 1859
Sakine Rahim
Senior Personal Banker, NBFWM
Show More

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:

2nd generation client:

long-term client:

Need more details?

Contact us for a free portfolio evaluation. We are here to assist.

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.