Putting your needs first
Nakamun Financial Solutions is a member of the Nakamun Financial Group of independent advisors. We’ve been helping individuals, families and business owners grow their wealth and plan for the future since 1986.
Long-term thinking and long term relationships
Our client relationships often span multiple generations. By building a lasting relationship, you’ll benefit from long-term guidance and continuity of sound advice that helps you, your family and your business grow, preserve and transfer wealth successfully.
We provide services and solutions in the areas of:
- Asset Management
- Retirement Income Planning
- Trust & Estate Planning
- Strategic Tax Planning
- Personal & Corporate Insurance Solutions
- Corporate & Partnership Succession Strategies
The Nakamun Story
In 1973, the founders of The Nakamun Financial Group came together as an informal study group. Their goal was to share knowledge and expertise about the increasingly diverse and complex financial planning options emerging in the marketplace. Since that time, the Group has evolved into a major independent and inter-provincial financial planning firm.
The goals have remained consistent for over 35 years and our clients benefit greatly from the collective experience and expertise Nakamun Group advisors provide.