Raymond James Ltd.

Description

With more than 35 years of experience in the financial services industry, Nadine uses a hands-on approach when working with clients, meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives throughout changing personal situations, family changes and ever evolving market conditions.
A thoughtful, attentive advisor, Nadine’s underlying mission is to develop, implement and monitor appropriate plans for her clients based on their goals and risk tolerance. Nadine is dedicated to listening and assisting her clients in understanding and meeting their financial needs. Our Clients I work with a wide range of clients, individuals and families, those who are just starting out and those who have worked for years and are now thinking about retirement. My practice is located in the Fort McMurray area however, I work with families throughout Alberta and elsewhere. I do this by developing tailored independent financial strategies aimed at wealth accumulation, tax efficient income and ultimately retirement planning. Our approach is to focus on you as an individual, with unique needs. It starts with getting to know you and your family to understand your unique goals. Only then do I develop customized investment plans that may include a wide range of financial products. I utilize a mixture of mutual funds, ETFs, stocks and bonds. These products can be used in both non-registered and registered accounts such as RRSP, LIRA, LIF, RRIF and TFSA. Why Work With Us Your needs and financial goals are unique. That is why I am proud to be part of a firm that believes in fostering an environment focused on doing what’s best for each client we serve. This focus underpins everything I strive to be as a Financial Advisor. I build long-term relationships with my clients and I create customized plans based on independent advice to meet their individual investment goals. I know that different investors have different needs, so I never offer predetermined solutions. I make recommendations only after gaining an in-depth knowledge of your personal situation and with your best interests in mind.