Free Guide: 8 Steps to Retiring Out of Your Business

Are you ready to step back from your business but not sure where to start? This free guide walks you through a clear, actionable roadmap to transition smoothly from owner to retiree while protecting your wealth, legacy, and team.

👉 Get your free copy today!

💰 Free Guide: 12 Income Sources at Retirement

Are you sure you’re not leaving money on the table for your retirement?
Most Canadians think of CPP, OAS, and RRSPs—but there are many more income opportunities that can make a big difference in your financial future.

👉 Download your free copy now and uncover every income source available to you.

🗂️ Free Guide: Your Estate Plan Checklist

Make tomorrow easier by getting organized today.

This simple, printable checklist helps you gather all the essential documents your executor and loved ones will need — from wills and insurance policies to financial records and passwords.

👉 Download your free copy of Your Estate Plan Checklist today.

💳 Free Guide: Debt in Retirement

Carrying debt into retirement can feel overwhelming — but it doesn’t have to define your future.

This straightforward guide helps you understand how to manage, reduce, or eliminate debt so you can enjoy a more secure and stress-free retirement.

👉 Download your free copy of Debt in Retirement today and take control of your financial future.

💵 Free Guide: Is $1 Million Enough to Retire?

For years, $1 million has been seen as the “magic number” for retirement — but is it really enough?

This insightful guide breaks down what $1 million means in today’s world and shows how to make it work for your lifestyle, goals, and future.

👉 Download your free copy of Is $1 Million Enough to Retire? and find out what your number really means.

You dream of a worry-free secure future.

You want knowledge and guidance to grow your investments for the life you imagine.

Services

About
Why Us
Our Process
Finacial Resources
Blog

Have questions?

🗓️ Book a consultation

National Bank Financial – Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF Inc.), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF Inc. NBF Inc. is a member of the Canadian Investment Regulatory Organization (CIRO), the Canadian Investor Protection Fund (CIPF), and a subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX:NA).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. This information is intended only for residents that reside in the provinces of Alberta, British Columbia, Ontario, Manitoba and Saskatchewan. NBF is not a tax advisor, and clients should seek professional advice on tax-related matters, including their personal situation. Please note that comments included in this letter are for information purposes only and are not intended to provide legal, tax or accounting advice. The comments reflect the opinion of their author and may not reflect the views of NBF. The information contained herein has been prepared by James Whitehouse, a Senior Wealth Advisor and Portfolio Manager at NBF. Insurance services and products are provided by National Bank Insurance Firm (NBIF). NBIF is not a member of Canadian Investor Protection Fund, and the products sold or provided by NBIF are not guaranteed by the Canadian Investor Protection Fund.Airthorne.