Who is Jim Whitehouse?
One of the things that Jim will not compromise is Ethics. He understands fully the risk involved in investing, and he cares for his client’s money as though it were his own. That’s why ethics are so important to Jim Whitehouse and the way he does business.
The Benefit of SWAN
The SWAN idea came from months of considering what clients need in this world of unpredictability. It is peace of mind. With the peace of mind that Jim Whitehouse offers his clients through dedicated attention to his clients’ needs, you truly can feel at ease that your money is in the right hands.
Jim has worked in investments for a very long time and now, as a Portfolio Manager and Vice-President with National Bank Financial Wealth Management, Jim has the opportunity help build financial stability with his clients.
Jim gets a great sense of satisfaction from helping his clients to build their wealth and moving them from a state of uncertainty to a sense of well-being. This helps him (and his clients) to sleep well at night.
TThe Whitehouse Wealth Management Group works with the National Bank Financial Wealth Management group to help clients with their SWAN approach.
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