As President of a rapidly growing company with over 3000 employees, when it comes to personal wealth management for me and my family, I find it difficult to dedicate the time and energy that it deserves. I have dealt with Bob Challis and the Nakamun Group for over 25 years to help me with this.
I consider Bob and his team a group of trusted advisors who keep me up to date with the ever changing and more complex art of managing personal wealth. Bob manages to keep me abreast of what I need to know, when I need to know it, reported in a manner that suits my schedule and personality. Bob is “to the point” and knows my risk profile preferences, which are periodically reviewed and discussed in depth.
I would consider Bob my personal CFO and wouldn’t hesitate in recommending him as a personal advisor for not only finances, but life strategies as well.
We’ve come to think of the team at Nakamun Financial as a kind of “extended family”. We have a great deal of trust in the advice and direction we receive. We appreciate that we never feel as though we’re being “sold” with unrealistic expectations for our financial portfolio in order to gain business. Bob has a very inclusive, practical approach and gives us the detail we need to help frame our financial decisions. We feel a great deal of comfort in the knowledge that we have a realistic retirement plan to secure our future.
Pastor Glenn & Mrs. Carol Miller
My association with Nakamun Financial, and Bob Challis in particular came about during my purchase of the company I had worked at for many years.
The ownership transition was seamless. All arrangements including appropriate insurance coverage and investments were handled with integrity and plain-speak explanations. It wasn’t until long after the transition, and in speaking with many of my colleagues, that I realized just how extremely rare that is. We have relied upon this integrity and attention to detail for many years. Now I am looking forward to having the benefit of his forward thinking advice as we look to the next generation.
President, Unger Roofing (Winnipeg) Ltd.
Bob Challis has been providing trusted professional advice to our family for over 20 years. He is thorough in his approach to financial issues and provides common sense ideas to planning for our financial future. He is easy to communicate with and makes the complicated financial world and products easier to understand.
Quoting Ronald Regan, no matter what professional I work with, I operate with a “trust but verify” attitude. I have known Bob and his company for about thirty years and he has always shown me that I can trust him.To me, education is the key to quality service. Over the years, Bob has taken the time to educate me in the areas of finance and estate planning. As I have moved through stages in my life. Bob has been there with suggestions for the next step.If you are looking for a financial planner, I suggest you see what Bob Challis and Nakamun Financial has to offer.
I began working with Bob and his team over 20 years ago. First with my investment needs, than as my life circumstances changed, insurance for myself and my wife, education savings plans for our children.We have always been satisfied with their recommendations and found they have helped us avoid financial pitfalls. Their customer service is exemplary and we know they have our best interests in mind.
Kelly & Laura Ryback
I had the good fortune to be introduced to Bob Challis through my accountant . One of the first piece of business Bob did for me was to replace existing disability insurance policy that would not have paid out if claimed on, with insurance policies that did pay out many years later. Bob was also able to have all the premiums paid back from the insurance company that would not have paid out the claim.
Bob played a key role in the buy-out strategy of my business partner. He has been an adviser on personal and corporate financial matters, including the complex financial process of retirement from a personally owned corporation. Bob Challis and the Nakamun Group’s motto of ‘Good Advice – Well Given’ is really true. I consider Bob to be a trusted friend and adviser to myself and my family.
Guy Desrochers, Unger Roofing Saskatoon, Retired