YES. For RRSP accounts, as little as $25,000 investment is required. For non-RRSP accounts, a minimum investment of $150,000 is required.
YES. National Bank Financial offers access to all insurance products. We do full financial and estate planning , stock portfolios (Angus Watt), insurance (Geoff Cook), and fixed income equities & coordination (Jane Alm).
YES. Mutual funds provide clients with a diversified portfolio at a lower cost than individual securities.
Accounts are reviewed regularly by Angus personally. Also, when a client comes in to see Angus, their portfolio is reviewed in more detail.