Roberts Nash Advisory Group

Loan or Mortgage? We'll Come To You -- A Winning Model

Recently a few of our clients met with one of our National Bank partners, Cameron Moses, to consider establishing a mortgage or loan with National Bank.

“So what?” you might say, all banks offer mortgages and loans. This is true.

What made this special was that Cameron met with the clients at a location of their choosing (usually their home) at a times that were convenient for them. At each meeting, Cameron was able to determine the clients' needs, explain the services offered by National Bank and collect all the information and documentation required by National Bank to make a lending decision. Shortly after the meetings Cameron was able to provide each client with an appropriate lending solution at a very competitive interest rate. Simple, convenient, prompt and efficient - what more could you ask for?

We work hard to continually provide value added services to all of our clients. There are various other services offered in the NBF Wealth Management Financial Package. If you are in need of a loan, mortgage or other such service offered in this package please contact us at your earliest convenience and we will ensure your needs are addressed promptly. 


** I have prepared this commentary to give you my thoughts on various investment alternatives and considerations which may be relevant to your portfolio. This commentary reflects my opinions alone, and may not reflect the views of National Bank Financial Group. In expressing these opinions, I bring my best judgment and professional experience from the perspective of someone who surveys a broad range of investments. Therefore, this report should be viewed as a reflection of my informed opinions rather than analyses produced by the Research Department of National Bank Financial **

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