National Bank Financial Group launches its brand new Retirement Guide
National Bank Financial Group is proud to present its brand new Retirement Guide, designed specifically for people who want to learn more about retirement planning. The Guide is divided into three sections: Understand, Plan and Act.
Understanding the issues surrounding retirement is the starting point for good planning. By taking current and future situations into account, needs in key areas of a client’s life during retirement can be clearly identified. A sound investment strategy must take into consideration all factors that could affect the achievement of the client’s goals.
After gaining an understanding of their needs and the related risks, clients move to the planning step. At this point, they prepare or adjust their plans to make sure that their retirement projects can be realized. To do this, they must clearly define their goals, project their current situation into the future, analyze the gaps, and identify the best solutions for their circumstances.
Finally, clients must act, that is, choose and apply the most appropriate solutions for their situation. This section of the Guide is divided into three age groups to reflect the different phases of an investor’s life.
The National Bank Financial Group Retirement Guide is available in electronic version at www.nbc.ca/retirement or in paper version at National Bank branches.
About National Bank of Canada
National Bank of Canada is an integrated group which provides comprehensive financial services to consumers, small and medium-sized enterprises and large corporations in its core market, while offering specialized services to its clients elsewhere in the world. The National Bank offers a full array of banking services, including retail, corporate and investment banking. It is an active player on international capital markets and, through its subsidiaries, is involved in securities brokerage, insurance and wealth management as well as mutual fund and retirement plan management. National Bank has close to $122 billion in assets and, together with its subsidiaries, employs 17,232 people. The Bank’s securities are listed on the Toronto Stock Exchange (NA:TSX). For more information, visit the Bank’s website at www.nbc.ca.
Information (The telephone number provided below is for the exclusive use of journalists and other media representatives.):
Senior Manager, Public Relations Department
National Bank Financial Group