Investment Planning

Investment Planning by Vanessa Benedict


As a full service IIROC* advisor team we offer a complete selection of investments from GIC’s, Bonds, Mutual Funds, Stocks, ETF’s and more.

All investment products offered at Canada’s other Banks and Investment Institutions are available to you at the Benedict Financial Group at National Bank Financial. If you’ve read about an interesting investment in the paper, it’s likely we can offer you that product here.

From simple investment recommendations to executing full holistic wealth optimization  we will provide you with the best options available to suit you from across the country in one convenient location focused on your success.

Your investment plan is built to suit your specific financial goals, timeline and priorities taking into account the safety of the investments, liquidity and level of return. Proper investment planning will allow your funds to produce financial returns over time.

* The Investment Industry Regulatory Organization of Canada or IIROC is a non-profit, national self-regulatory organization (SRO) which oversees all investment dealers and trading activity on debt and equity markets in Canada.

The organization is a public interest regulator with a mission to protect investors and support healthy Canadian capital markets. IIROC carries out its regulatory responsibilities through setting and enforcing rules regarding proficiency, business and financial conduct of dealer firms and their registered employees, and through setting and enforcing market integrity rules.