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.