Private Client Services
At Jennings Capital Private Client Services, our highly experienced advisors offer unique, personalized service. We take the time to understand your situation, create a package tailored to your goals, and walk you through every step of the process. We also make available a wealth of opportunities through our affiliation with National Bank Financial. Private Client benefits include access to large company new issues and fundamental, quantitative and economic research based on the bank’s extensive library. You deserve nothing less.
You also deserve something more. Jennings Capital has deep roots in assisting mutual funds and pension plans meet their financial goals, and our private client advisors share a strong commitment to providing all clients with the benefits normally reserved for institutional investors. The same opportunities, the same pricing, the same access to research.
Areas of Expertise
Portfolio Management
Retirement Planning
Self-Directed Retirement Plans (RRSP, RRIF, LIRA)
Self-Directed Education Plans (RESP)
Group Retirement Plans
New Issues
Initial Public Offerings
Private Placements
Exchange Traded Funds
Government and Corporate Bonds
Money Market
Exchange Traded Options
Employee Stock Option Plans
Dividend Reinvestment Plans