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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

ESTATE PLANNING – The Art of Dying Neatly

In today’s complicated world of tax and legal structures, a poorly planned estate can create confusion and difficulties for your loved ones at a highly emotional time, and could result in an unnecessarily large portion of your estate paying administration costs such as legal, accounting, or probate fees. Read More…

A Possible Personal Tax Solution for Corporation Owners

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

Many individuals and families accumulate and hold assets within a private corporation, most often to provide flexibility in managing the amount and timing of personal income taxes paid. While a corporation can be effective for deferring personal income tax, at some point in time, the shareholder(s) will have to withdraw assets. Finding a tax-effective way to do that can be a challenge.  Read More…

Budget 2015 Affects Everyone

By Garry Keiller, The Nakamun Group, Edmonton

The 2015 Federal Budget includes proposals that will impact the financial, tax, and estate plans of our clients. The following is a summary of the items that might relate to you:

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Avoiding Chaos Amongst Survivors

By Floyd Murphy, CFP, CLU, CHFC, The Nakamun Group, Vancouver

When somebody dies, family and friends want to do something to help the closest loved one(s), and with the best of intentions can inadvertently cause estate chaos. An action-oriented relative might take on notifying the deceased’s banks, others might contact credit card companies, insurance holders, and government agencies. In the pressure of the moment, the closest survivor might reveal financial information not normally shared with others, and later regret having done that. As helpful as these people mean to be, they could create unnecessary problems or leave tasks only partially completed without follow-up. Having an executor doesn’t prevent this kind of chaos.

Read More…

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Top Rated Articles

ESTATE PLANNING – The Art of Dying Neatly

In today’s complicated world of tax and legal structures, a poorly planned estate can create confusion and difficulties for your loved ones at a highly emotional time, and could result in an unnecessarily large portion of your estate paying administration costs such as legal, accounting, or probate fees. Read More…

A Possible Personal Tax Solution for Corporation Owners

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

Many individuals and families accumulate and hold assets within a private corporation, most often to provide flexibility in managing the amount and timing of personal income taxes paid. While a corporation can be effective for deferring personal income tax, at some point in time, the shareholder(s) will have to withdraw assets. Finding a tax-effective way to do that can be a challenge.  Read More…