CPABC in Focus January 2014 | Page 16

GET OUR EXPERTISE WORKING FOR YOU fe Pro er Client fe P Insurance and Annuity National Bank Financial – Wealth Management and our business partners are here to help you. Tax Planning s s i ona l sona l Li nt stme Advis ve fe Which wealth management issues do you care about the most at this stage in your life? Financial Planning or Portfolio Management In Estate Planning Li National Bank of Canada is among the top 20 strongest banks in the world ranked by Bloomberg Markets for 2013. We have over 150 years of history and more than 450 branches across Canada. We currently manage assets of more than $240 billion. Philanthropy Banking Solutions EXCLUSIVE OFFER TO CGAs, CAs, CMAs1. To satisfy your personal financial needs, National Bank of Canada is pleased to offer you: Unsecured Personal Line of Credit2 at Prime3 + 0.75% only! As of May 2013, this corresponds to 3.75%; prime rate is 3.00%. There is no management fee on the line of credit account. Please contact: Angel Ho, Investment Associate Zadra Wealth Management Tel: 604-623-3289 ■ [email protected] National Bank Financial – Wealth Management Bentall V Building Suite 1028, 550 Burrard Street, Vancouver, B.C. V6C 2B5 1) Must be a certified member of a provincial professional order related to one of the following professions: CGA, CA, or CMA. 2) Subject to credit approval by National Bank. Certain conditions apply. A statement of account is issued monthly. There is no account handling charge. 3) Prime rate means the annual variable interest rate published by National Bank from time to time as the benchmark interest rate for Canadian dollar demand loans granted by National Bank of Canada. The Line of credit bears interest as of the date it is used. The minimum monthly payment is limited to the monthly interest and the life insurance premium (if applicable) as long as limits are respected. Examples of credit charges calculated for a 30-day period at the rate in effect in May 2013: If average monthly balance of line of credit is $500, then monthly credit charges at 3.75% would be $1.56. If average monthly balance of line of credit is $3,000, then monthly credit charges at 3.75% would be $9.38 National Bank Financial is an indirect wholly-owned subsidiary of National Bank of Canada which is a public company listed on the Toronto Stock Exchange (NA: TSX).