Create a secure future and grow personal
wealth
Our experienced financial team will show you a simple path to growing your net worth.
6 Signs your investing strategy needs care from an expert guide
You worry that you won’t be able to quit working to survive in your retirement years.
You fear an uncomfortable and unknown financial future without enough cash to live in retirement.
You don’t feel heard or respected by an advisor who makes the minimum effort.
Financial conversations leave you feeling confused by jargon.
You feel misled or underwhelmed by aggressive promises from investment pundits.
You worry your portfolio has too much risk.
Our experienced financial team will show you a simple path to growing your net worth. When partnering with
our team, we provide our clients with an uncomplicated personalized plan to help build their financial portfolios and the future they desire.
You deserve an advisor who is tuned into you and your goals.
Get your money invested and working for your future, simply and steadily.
Reach your retirement with comfort and financial confidence. Get a simple plan from an experienced and empathetic guide.
History has told us a tried-and-true approach works – we advocate a “Steady Eddie” conservative approach because we’ve seen it outperform the adrenaline-chasing “Wolf of Wall Street” methods that often make the news for the wrong reasons. Let’s take it easy and make smart moves over the long haul.
Follow a sane strategy with help from a straight-talking and knowledgeable advisor dedicated to serving you.
Smart and realistic investing advice from highly-experienced advisors
Real wealth rarely grows overnight. Embrace safety through a plan and a look ahead.
Small and easy steps to build and access your wealth
Get the knowledge and necessary fine-tuning shared with you to bring you safely to your goal.
An empathetic ally providing high-touch service.
Partner with our team who will personally guide you and pay attention to the markets and your investments.
How to work with us in 3 simple steps
Get a high level scan
of your life and money snapshot at present with your timing of future events.
Establish your risk tolerance threshold
and learn about the strategies your advisor can use to help you.
Agree on a road map
that you and your advisor will design to create your financial future. Journey ahead supported at every step towards growing your wealth.
Contact Us
Send us your questions or schedule a free consultation
Contact Us
No matter what stage of life you’re in, it’s a good time to start planning for the future. Send us your questions or request an appointment so we can discuss your financial goals together.
National Bank Financial Wealth Management
Whitehouse Retirement Wealth Group
Address:
239 8th Ave. SW, Suite 200
Calgary, Alberta
T2P 1B9
Phone:
403-531-8442
Jim Whitehouse:
james.whitehouse@nbc.ca
Fernando Ponce:
fernando.ponce@nbc.ca
Katlyn Irvine:
katlyn.irvine@nbc.ca
