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True wealth means achieving what’s most
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Through experienced, independent advice and a comprehensive planning approach, we’ve helped hundreds of individuals, families and entrepreneurs grow, protect and share their wealth with future generations.

Achieving wealth doesn’t begin with the investment of assets. It begins with the investment of time. Time to understand your entire financial situation, personal values, goals and vision for the future.

We’re an independent company, so you have access to a broad range of investment, deposit and insurance products. Together, we’ll simplify your financial decisions with a customized plan that will allow you to manage and preserve your wealth while creating a legacy that sustains your values.

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News & Updates

Foiling Scammers

By Garry Keiller, The Nakamun Group, Edmonton

With criminals becoming more and more sophisticated in their scamming methods, you might be comforted to know that your Nakamun Advisor stands between the savings we manage on your behalf and any unauthorized person trying to access these accounts. Read More…

Segregated Funds Can Simplify Estate Planning

By R.A. (Bob) Challis, CFP, RHU, TEP, The Nakamun Group, Winnipeg

Segregated fund (seg fund) investments are similar to mutual funds, but also have significant differences that make them effective in estate planning for some people, especially those with complex estate issues. Read More…

Estate Planning With A Registered Disability Savings Plan (RDSP)

By Garry Keiller, The Nakamun Group, Edmonton
R.A. (Bob) Challis, CFP, RHU, TEP, The Nakamun Group, Winnipeg

Parents/grandparents financially supporting a disabled child/grandchild who has or is eligible for a Registered Disability Savings Plan (RDSP) have unique estate planning opportunities that should not be overlooked. Read More…

US Citizens…Intentional or Not…Take Note

Floyd Murphy, CFP, CLU, CHFC, The Nakamun Group, Vancouver
R.A. (Bob) Challis, CFP, RHU, TEP, The Nakamun Group, Winnipeg

American citizens, anyone with dual American/Canadian citizenship, or those with one or both parents born in the United States — whether or not you have claimed your US citizenship and regardless of where outside the US you live — you must report financial information and file income tax as if you lived in the States. The US Internal Revenue Service (IRS) has been cracking down on expat tax evaders for the past three years, and under the Foreign Account Tax Compliance Act (FATCA), the tax authority can collect financial information about US citizens residing anywhere in the world. Read More…

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Top Rated Articles

Foiling Scammers

By Garry Keiller, The Nakamun Group, Edmonton

With criminals becoming more and more sophisticated in their scamming methods, you might be comforted to know that your Nakamun Advisor stands between the savings we manage on your behalf and any unauthorized person trying to access these accounts. Read More…

Segregated Funds Can Simplify Estate Planning

By R.A. (Bob) Challis, CFP, RHU, TEP, The Nakamun Group, Winnipeg

Segregated fund (seg fund) investments are similar to mutual funds, but also have significant differences that make them effective in estate planning for some people, especially those with complex estate issues. Read More…