Roberts Nash Advisory Group


NASH Family Wealth Management at National Bank Financial is a leading team of investment advisors providing forward-thinking, wealth management solutions to affluent families and organizations. We are driven by process in all aspects of our services to our clients and are committed to good stewardship of their wealth. Our client list includes entreprenuers, professionals, holding companies and family trusts. 

We asked a group of our most experienced thinkers to share their personal and professional perspectives. Together, they have decades of experience in economic analysis, investment advice, retirement research, and portfolio management. They’ve written on a wide range of topics, including saving for college, retirement income options, and long-term care.

Our bloggers write from their own viewpoints, expressing opinions on topical investing matters. Please note that blog posts are not intended to be official statements or official recommendations made on behalf of NASH Family Wealth Management or National Bank Financial.

Commenting Guidelines

We welcome your feedback, but please be aware comments will be published at our discretion. Don’t use this blog to submit questions about your investments or customer-service issues. Instead, contact us at 

Some other factors to consider when commenting: Comments

We’ll delete your name, e-mail address, and any other identifying information, including details about your investments.

Don’t Expect a Reply.

Occasionally, our bloggers respond to reader comments, and may reference comments in their own posts. However, you should not expect to receive a personal response. To submit questions or comments about your NASH Family Wealth Management investments or customer-service issues, contact

We Don’t Give Advice

We are not able to publish comments containing specific investment or financial advice. While offering general rules of thumb is OK, recommending specific investments is not.

Must Be Relevant

Comments should be “on topic” and relate directly to the post.


We don’t mind disagreement and constructive criticism, but please refrain from personal attacks on our bloggers (or on other commenters). We also ask that you avoid the use of profane or offensive language (including the use of punctuation marks to replace letters).

Opinions Are People's Own

Opinions expressed in readers’ blog comments are those of the readers submitting the comments, and don’t necessarily represent the views of Nash Family Wealth Management.