Questions? Call or Text Me 647-699-6959

Questions? Call or Text Me 

YOU THINK ABOUT YOUR RETIREMENT A LOT - BUT DOES YOUR FINANCIAL ADVISOR?

You think about your retirement a lot - but does your financial advisor?

Your future is often on your mind. Unfortunately, it may be only an afterthought for your financial advisor. 

You probably already have an advisor (or two), even if it’s just someone helping you at the bank. When is the last time you checked in with them and had a clear, focused conversation about your retirement goals? 

Does your advisor have the tools and knowledge to help you in the best way possible? And even if they are capable, do they have your best interests in mind or are they just offering the products that will give them the best commissions? 

Typically, financial advisors will put 80% of their effort into the top 20% of their clients. 

The rest? They’ll be set to “default” and largely ignored. If you’re not getting a call at least once per quarter, then you’re not in the 20% and you’re being underserviced. 

If you suspect your financial advisor isn’t giving you the individual attention you need in order to maximize your investments, we can help. 

Your future is often on your mind. Unfortunately, it may be only an afterthought for your financial advisor. 

You probably already have an advisor (or two), even if it’s just someone helping you at the bank. When is the last time you checked in with them and had a clear, focused conversation about your retirement goals? 

Does your advisor have the tools and knowledge to help you in the best way possible? And even if they are capable, do they have your best interests in mind or are they just offering the products that will give them the best commissions? 

Typically, financial advisors will put 80% of their effort into the top 20% of their clients. 

The rest? They’ll be set to “default” and largely ignored. If you’re not getting a call at least once per quarter, then you’re not in the 20% and you’re being underserviced. 

If you suspect your financial advisor isn’t giving you the individual attention you need in order to maximize your investments, we can help. 

Setting a course for your future

Your financial advisor should be a trusted pilot who helps you navigate towards the retirement of your dreams. A small tweak to the course might seem insignificant, but it makes a big difference in a long journey. 

After all, when a plane takes off from Pearson Airport, it only takes the navigation to be off by half a degree to end up in Africa instead of the French Riviera. 

Small adjustments to your investments now will make a huge difference when you reach retirement. But in order to spot the opportunities for those tweaks, you need a financial advisor who is paying close attention and who will offer you investments that are best suited to you. 
Too many people save their money all their lives, trusting their bank with their investments. Then, when it’s time to retire, they find out they don’t have enough money to sustain their lifestyle. 

An effective financial advisor always looks at the entire picture and makes sure your needs are a priority, then works with you to make your retirement dreams a reality.

Are your retirement investments on track?

Setting a course for your future

Your financial advisor should be a trusted pilot who helps you navigate towards the retirement of your dreams. A small tweak to the course might seem insignificant, but it makes a big difference in a long journey. 

After all, when a plane takes off from Pearson Airport, it only takes the navigation to be off by half a degree to end up in Africa instead of the French Riviera. 

Small adjustments to your investments now will make a huge difference when you reach retirement. But in order to spot the opportunities for those tweaks, you need a financial advisor who is paying close attention and who will offer you investments that are best suited to you. 
Too many people save their money all their lives, trusting their bank with their investments. Then, when it’s time to retire, they find out they don’t have enough money to sustain their lifestyle. 

An effective financial advisor always looks at the entire picture and makes sure your needs are a priority, then works with you to make your retirement dreams a reality.

Are your retirement investments on track?

What makes us different

We are an independent broker so our advice will always be objective with only your best interests in mind. We treat all our clients like they are our top 20% and can give you individual attention you won’t get from other advisors.

We take the time to build a strong relationship and get to know your current situation and future goals. Then, we develop a proper continuity plan that is designed around what you want, so you can achieve your long term financial dreams. 
Another advantage of working with us is that we’re a team. When you work with an advisor from one of the big banks, there is often a high turnover rate and you find yourself bounced around from one advisor to the next. Important information about your unique situation can be lost in the shuffle and you can’t build a personal connection. 

The benefit of having a team manage your money is that no matter what happens you’ll always have continuity and you’ll never have to rebuild that unique knowledge of your situation from scratch. 

We work with Fidelity, so you’ll have a direct line to countless expert portfolio managers, analysts and top-of-the-industry market research. We have access to top accountants and tax lawyers for whenever your situation requires a more complicated solution. 

What makes us different

We are an independent broker so our advice will always be objective with only your best interests in mind. We treat all our clients like they are our top 20% and can give you individual attention you won’t get from other advisors.

We take the time to build a strong relationship and get to know your current situation and future goals. Then, we develop a proper continuity plan that is designed around what you want, so you can achieve your long term financial dreams. 
Another advantage of working with us is that we’re a team. When you work with an advisor from one of the big banks, there is often a high turnover rate and you find yourself bounced around from one advisor to the next. Important information about your unique situation can be lost in the shuffle and you can’t build a personal connection. 

The benefit of having a team manage your money is that no matter what happens you’ll always have continuity and you’ll never have to rebuild that unique knowledge of your situation from scratch. 

We work with Fidelity, so you’ll have a direct line to countless expert portfolio managers, analysts and top-of-the-industry market research. We have access to top accountants and tax lawyers for whenever your situation requires a more complicated solution. 

What we offer

Quarterly portfolio reviews via Zoom meetings

Ongoing discussions of your financial goals and the steps required to get you there
A customized approach centred around your personal goals

What we offer

Quarterly portfolio reviews via Zoom meetings

Ongoing discussions of your financial goals and the steps required to get you there
A customized approach centred around your personal goals

Hi, I'm KOBY

I’m an Investment Advisor at Nour Private Wealth. After building and selling my own business, I’m now helping families in the Greater Toronto Area reach their financial goals and transition successfully into retirement. Between myself and my team, we have close to two decades of investment and retirement planning experience.
I come from an entrepreneurial background. I started my first business back in 2010, developing an online platform that connects contractors with homeowners. I grew the company and franchised it across Canada and the US, and eventually sold it.

Trying to figure out how to manage the payout I received, I started exploring different ways to invest and safely grow my wealth. Then, I realized that overpaying in taxes can be a considerable burden, and since then, I am always on the lookout for new ways to minimize and legally pay fewer taxes.

Working with families made me realize that helping Canadians who are retired or approaching their retirement manage their nest egg is a great passion. So I acquired my alternative investments license first. Then shortly after, I got my investment advisor license from IIROC (Investment Industry Regulatory Organization of Canada) to trade a broader range of securities for my clients.

Hi, I'm KOBY

I’m an Investment Advisor at Nour Private Wealth. After building and selling my own business, I’m now helping families in the Greater Toronto Area reach their financial goals and transition successfully into retirement. Between myself and my team, we have close to two decades of investment and retirement planning experience. 
I come from an entrepreneurial background. I started my first business back in 2010, developing an online platform that connects contractors with homeowners. I grew the company and franchised it across Canada and the US, and eventually sold it. 
Trying to figure out how to manage the payout I received, I started exploring different ways to invest and safely grow my wealth. Then, I realized that overpaying in taxes can be a considerable burden, and since then, I am always on the lookout for new ways to minimize and legally pay fewer taxes.

Working with families made me realize that helping Canadians who are retired or approaching their retirement manage their nest egg is a great passion. So I acquired my alternative investments license first. Then shortly after, I got my investment advisor license from IIROC (Investment Industry Regulatory Organization of Canada) to trade a broader range of securities for my clients.

What would you do
in your dream retirement?

Close your eyes for a moment and picture yourself in retirement. What do you see? 

What would you do
in your dream retirement?

Close your eyes for a moment and picture yourself in retirement. 
What do you see? 
Imagine the freedom to take vacations with your family. Skipping stones across a mountain lake with your grandchildren. Flying to pay a surprise visit to your children who live abroad. Taking that Mediterranean cruise you’ve always daydreamed about. 

You could pick up a new hobby, or delve back into one you’ve always loved but never had enough time for. Spending countless hours in a home art studio or your dream garage workshop, perfecting your skills at watercolours or woodcarvings or whatever you like. 

Picture having the ability to give back generously to various causes that are close to your heart. To happily enjoy the things you love, whether it’s music concerts, sports events or curling up by the fire with a glass of wine and a good book. 

You’ve worked hard for many years. Retirement is your time to relax and enjoy the life you’ve built for yourself and your family. 

What you do with your retirement is up to you. Our job is to help you make sure you have the financial freedom to fill it with meaningful, high-quality experiences. 

Imagine the freedom to take vacations with your family. Skipping stones across a mountain lake with your grandchildren. Flying to pay a surprise visit to your children who live abroad. Taking that Mediterranean cruise you’ve always daydreamed about. 

You could pick up a new hobby, or delve back into one you’ve always loved but never had enough time for. Spending countless hours in a home art studio or your dream garage workshop, perfecting your skills at watercolours or woodcarvings or whatever you like. 

Picture having the ability to give back generously to various causes that are close to your heart. To happily enjoy the things you love, whether it’s music concerts, sports events or curling up by the fire with a glass of wine and a good book. 

You’ve worked hard for many years. Retirement is your time to relax and enjoy the life you’ve built for yourself and your family. 

What you do with your retirement is up to you. Our job is to help you make sure you have the financial freedom to fill it with meaningful, high-quality experiences. 

Why not get a second opinion?

Is your financial future clear? Are you heading in the right direction? Or are you at risk of sailing off course because your advisor is asleep at the wheel?

After a quick consultation with us, you’ll have a clear picture of whether or not your investments are really working for you. After all, your retirement is too important to wing it! 

Why not get a second opinion?

Is your financial future clear? Are you heading in the right direction? Or are you at risk of sailing off course because your advisor is asleep at the wheel?

After a quick consultation with us, you’ll have a clear picture of whether or not your investments are really working for you. After all, your retirement is too important to wing it! 

If you’re ready to get a clear look at your financial future, book your FREE 30-minute Zoom call here:

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If you’re ready to get a clear look at your financial future, book your FREE 30-minute Zoom call here:

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There’s no pressure to work with us. 

Our mission is to give investors the tools and knowledge they need to make better investment decisions to help their retirement. We want to make sure everyone is able to retire comfortably, enjoy their lives and spend more time with their loved ones. 

If you decide not to work with us after your free 30-minute call, there’s no obligation and you are free to keep the financial projection and investment study we prepared for you. 

If you DO decide to work with us, we can help you transfer your investments quickly and easily - without you having to do anything. 

There’s no pressure to work with us. 

Our mission is to give investors the tools and knowledge they need to make better investment decisions to help their retirement. We want to make sure everyone is able to retire comfortably, enjoy their lives and spend more time with their loved ones. 

If you decide not to work with us after your free 30-minute call, there’s no obligation and you are free to keep the financial projection and investment study we prepared for you. 

If you DO decide to work with us, we can help you transfer your investments quickly and easily - without you having to do anything. 

FREQUENTLY ASKED QUESTIONS

  • How much are your fees?
  • Our fee structure is simple and straightforward, so you know exactly how much you will pay. We charge 1.25% for accounts between $500k and $1M, 1% for accounts between 1M and 2.5M, 0.75% for accounts between $2.5M and $5M, $0.6% for accounts between $5M and $10M and 0.5% for accounts over 10M. 
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  • Are your fees tax deductible?
  • Yes, our fees are tax-deductible, which means that they will actually work out a lot cheaper for you. 
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  • Do you cover insurance?
  • Absolutely. Every good financial advisor should always look at insurance as part of the entire picture and make the needs of the client the top priority. We will look closely at your insurance premiums and make sure you have the right coverage for your unique situation. 
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  • How much money do I need to retire comfortably?
  • There are many factors to consider when calculating the amount of money needed in order to retire. For example, you'll need to take into account your retirement goals, income and expenses, inflation rate, approximate life expectancy and the size of legacy you want to leave behind. The best and easiest way to discover that amount is by getting a personalized financial plan.
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  • How can I pay less taxes on my investments?
  • Taxes generated from investment income are overlooked far too often by financial professionals. These taxes can and should be lowered by proper financial planning. Tax bills you pay today are usually the result of the actions you took many years ago, so when it comes to lowering taxes you need to plan ahead. Nour Private Wealth has teamed up with top accountants and tax lawyers to utilize the most effective tax strategies available. We help our clients structure their portfolios in a way that will minimize and sometimes eliminate taxes altogether.
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  • How can I get reasonable returns without being worried about losing money?
  • Nour Private Wealth's goal is to help you and your family plan and transition to the retirement of your dreams. We've done it thousands of times with families that are in a similar situation to yours. We know our clients are not looking to double or triple their money overnight. Our mandate and the main focus is to protect their capital, and over the years we became extremely good at it. We always use strategies to capitalize on the upside in good markets, while still maintaining defensive positions so your capital is protected during bad markets.
CUSTOM JAVASCRIPT / HTML
CUSTOM JAVASCRIPT / HTML

FREQUENTLY ASKED QUESTIONS

  • Our fee structure is simple and straightforward, so you know exactly how much you will pay. We charge 1.25% for accounts between $500k and $1M, 1% for accounts between 1M and 2.5M, 0.75% for accounts between $2.5M and $5M, $0.6% for accounts between $5M and $10M and 0.5% for accounts over 10M.
CUSTOM JAVASCRIPT / HTML
  • Yes, our fees are tax-deductible, which means that they will actually work out a lot cheaper for you. 
CUSTOM JAVASCRIPT / HTML
  • Absolutely. Every good financial advisor should always look at insurance as part of the entire picture and make the needs of the client the top priority. We will look closely at your insurance premiums and make sure you have the right coverage for your unique situation. 
CUSTOM JAVASCRIPT / HTML
  • There are many factors to consider when calculating the amount of money needed in order to retire. For example, you'll need to take into account your retirement goals, income and expenses, inflation rate, approximate life expectancy and the size of legacy you want to leave behind. The best and easiest way to discover that amount is by getting a personalized financial plan.
CUSTOM JAVASCRIPT / HTML
  • Taxes generated from investment income are overlooked far too often by financial professionals. These taxes can and should be lowered by proper financial planning. Tax bills you pay today are usually the result of the actions you took many years ago, so when it comes to lowering taxes you need to plan ahead. Nour Private Wealth has teamed up with top accountants and tax lawyers to utilize the most effective tax strategies available. We help our clients structure their portfolios in a way that will minimize and sometimes eliminate taxes altogether.
CUSTOM JAVASCRIPT / HTML
  • Nour Private Wealth's goal is to help you and your family plan and transition to the retirement of your dreams. We've done it thousands of times with families that are in a similar situation to yours. We know our clients are not looking to double or triple their money overnight. Our mandate and the main focus is to protect their capital, and over the years we became extremely good at it. We always use strategies to capitalize on the upside in good markets, while still maintaining defensive positions so your capital is protected during bad markets.
CUSTOM JAVASCRIPT / HTML

​647-699-5959
​Toll fee:  855-595-9090
​2845 Bristol Circle, Oakville, ON, L6H 6XS, Canad

© Nour Private Wealth 2020
We Help Canadian Families Build Wealth, Minimize Taxes and Achieve Their 
Retirement Goals With Our Customized Financial Advice.
647-699-5959
​Toll fee:  855-595-9090
​2845 Bristol Circle, Oakville, ON, L6H 6XS, Canada
    © Nour Private Wealth 2020