In a major announcement from the Canadian financial management agency Whitehouse Wealth Management Group the firm has now moved their office to a new location in the heart of the Calgary business district, Alberta. This was revealed by the firm’s Vice-President and the Portfolio Manager, Mr. Jim Whitehouse in an official release. As noted by Jim, the new location will enable the firm to greatly enhance the visibility of National Bank Financial Wealth Management in the Calgary area.
He also reiterated that the location will also be very soon home to a retail National Bank branch which will offer different levels of personal banking services to individual and corporate clients. Jim maintained, “Relocating our office was never an easy project. We had to undergo a very elongated process and successfully finding a site that can house our office. We will continue t offer enhanced wealth management strategies as well as financial planning, estate planning, taxation, and trust services with the expert assistance from National Bank Trust.
These services are all part of the successful SWAN approach offered by our firm as we maintain and build on long-term relationships with our clients.” It can be revealed that the Whitehouse Wealth Management Group in addition to National Bank Financial Wealth Management are also members of the Canadian Investor Protection Fund and are being regulated by Investment Industry Regulatory Organization of Canada.
With the new office relocation the firm will look to cover clients in areas such as Alberta, British Columbia, Saskatchewan, Manitoba and Ontario. The firm with their distinctive approaches like conservative investing, communication and honesty, discretionary management, and lastly absence of any transparent costs has managed to build a good recitation amongst their clients and in the hearts of people who seek their financial advice. For more details please visit http://www.jimwhitehouse.net/
About Whitehouse Wealth Management Group
It is a Canadian financial advisory firm that operates under the National Bank Financial Wealth Management. The firm offers expert guidance and help regarding smart wealth management and services related to financial affairs to both small businesses, corporate and individuals. Their office is currently located in Calgary, Alberta. The group is also an active member of the Canadian Investor Protector Fund.
Arizona – Scottsdale