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As certified financial planners, we are well positioned to offer a wide range of investment and insurance solutions for your individual and Corporate needs.
As a client of the Donaldson Niblett Financial Group, you have access to the following solutions:
- Independent portfolio analysis and recommendations;
- Comprehensive financial projections;
- Independent insurance quotes;
- Multi-layered tax minimization strategies;
- Independent mortgage broker services; and
- A vast network for accounting, legal, and tax preparation services.
Our staff of experienced professionals is also here to answer any questions that you might have:
The Donaldson Niblett Financial Group also relies on the network of mutual fund and insurance companies that work with us to provide you with the best solution for your individual needs. Please see the Resources page for more information on these companies.
We will continually add to, and improve our resources so that you can rely on the Donaldson Niblett Financial Group as your financial resource centre.
Our hours of operation are 9:00 – 5:00, with evening appointments available by request. We are accessible 24 hours a day through two comprehensive websites;
http://www.donaldsonniblettfinancial.com/ and www.cuttaxes.ca.
