Swan for LI2
Jim Whitehouse

Jim Whitehouse

Portfolio Manager and Vice President


How we work for you

Our SWAN approach is where our relationship starts with our clients. We believe one of the most important things in life for anyone, is to be able to Sleep Well At Night, hence, “SWAN“. The goal of our SWAN approach is to alleviate stress and worry, which can impact your health, your happiness, and your overall contentment. We believe our clients have earned the right to be taken care of and have true peace of mind, which allows them to Sleep Well At Night. This is “Our Why” and our primary objective for our clients.

Jim Whitehouse’s position as a Portfolio Manager at National Bank Financial Wealth Management gives Jim the opportunity to provide this process to his clients. Every day he helps individuals and their families achieve their objectives. Jim’s work positively influences the lives of not only his clients, but as well as their families’ upcoming generations.

Jim finds great satisfaction in helping his clients and their families move from uncertainty and stress to having peace of mind, while they Sleep Well At Night. This provides Jim Whitehouse with a very satisfying career working with National Bank Financial Wealth Management, and a very happy family life as well.

Whitehouse Wealth Management Group works with National Bank Financial Wealth Management as partners to provide our SWAN approach to our clients and their families. We help build the future retirement funds they need to enjoy their lifestyles. Our Sleep Well At Night process was designed by Jim Whitehouse and Whitehouse Wealth Management Group within National Bank Financial Wealth Management. We follow this process with each and every new and existing client to ensure that they Sleep Well At Night.

© Copyright 2015 - Whitehouse Wealth Management Group.

Products and services of the National Bank Financial - Wealth Management are only offered in jurisdictions where they may be lawfully offered for sale. The information in this website is subject to change without notice. This communication does not constitute an offer or solicitation by anyone in any jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation. Prospective investors who are not resident in Canada should consult with their financial advisor to determine if these securities may be lawfully sold in their jurisdiction. This information is intended only for residents that reside in the provinces or territories of (list the provinces and territories where Jim is registered). National Bank Financial is an indirect wholly-owned subsidiary of National Bank of Canada. The National Bank of Canada is a public company listed on the Toronto Stock Exchange (NA:TSX). National Bank Financial is a Member of the Canadian Investor Protection Fund (CIPF).