Terry Willis

Same role as the last 18 years, but now for National Bank Financial. Bridge Wealth Management is our team name. Offering Wealth Management solutions for high-net-worth individuals and executives. Investment/portfolio management solutions including the following services: - Analysis of client current assets/portfolio and financials - Understanding of client investment objectives, both short and long term - Assessment of client risk profile - Assessment of any specific client requirements with regard to tax considerations, retirement planning, estate and legacy planning, or financial windfall such as stock option programs or inheritance - Development of portfolio strategy for client based on the above considerations - Client reviews and discussions based on client feedback and specific client status changes - Ongoing monitoring and assessment of client portfolio with respect to overall portfolio performance and client objective - Making appropriate adjustments to portfolio on an ongoing basis Additional service: - Some clients request an end to end solution which also includes preparation of tax return on an annual basis