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Receive a free second opinion on your investments, your financial portfolio, and how your financial plan can be optimized.

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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.

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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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