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THE NORTHWELL GROUP

npw, financial needs, Elie Nour, advisors

WHO ARE WE?

We are a private wealth management firm that caters to the unique needs of our clients. We believe in a team-oriented atmosphere and committed to providing exceptional client service by developing long-standing relationships based on trust, transparency and respect. We deliver superior holistic financial planning and wealth management solutions for all clients that take into account their unique needs. Our focus is on helping our clients reach their financial goals while giving them confidence in their financial future.

WHY CHOOSE THE NORTHWELL GROUP?

The Northwell Group is a subsidiary of Nour Private Wealth in conjunction with Fidelity Clearing Canada as our custodian. We believe that retirement planning is more than simply picking investments. Our full-service approach to wealth management covers all angles, with everything including: Retirement planning, Investment management, Estate planning, Tax planning, Risk Management & Corporate benefits.

Our team of investment professionals are focused on providing investment solutions that can maximize risk-adjusted returns over time. We create personally tailored diversified portfolios for our clients while striving to build long, lasting and meaningful relationships. We’re committed to helping our clients reach all of their financial goals so they have the peace of mind to enjoy their lives and focus on what really matters to them.

Comprehensive Advice to manage your financial future with confidence.

Investment Management

Our approach to investment management is focused on a singular goal: ensuring that we implement the ideal investment solutions focused on optimizing risk-adjusted returns over timelines specific to each and every one of our clients.

Retirement Planning

Regardless of the stage of retirement planning you are at, NPW will look to create solutions tailored to each client. Whether you are: Just starting to think about retirement, or closing in on retirement, you will want to ensure that your investment mix reflects is right for you.

Corporate Benefits

In an increasingly competitive corporate world, we will work with you to ensure that you are presenting the best offer possible to your team, regardless of the stage of your business. This may include complete look at retirement and health benefits to ensure that your offering is as efficient as possible; or to providing financial literacy seminars to help educate your employees.

Estate Planning

In conjunction with your retirement planning, we will work with you to ensure that your estate is as efficient as possible and reflects your wishes. Our family centric approach to estate planning works to cascade wealth through generations by combining a tax efficient approach with providing financial literacy for future generations.

Risk Management Advice

Our holistic approach to insurance planning ensures that the people close to you are protected regardless of the stage of your life. From protecting young children, to ensuring that business interests are looked after, to maximizing your estate, there are many situations where an in-depth needs analysis of your situation will create discussions about how to protect your priorities.

Tax Planning

In conjunction with your existing tax preparers, we take both a short- and long-term lens at tax-efficiency to ensure that you are minimizing your tax bill over the course of your life. From the simple, to the complex, we will work with you to ensure that we are taking advantage of all tax-saving provisions.

Need a Personalized Solution?

We can help create the plan for you.

  OUR LEADERSHIP

ELIE NOUR CFP®, CIM®

Founder & Chief Executive Officer

The ethos of a business comes from the top; in the case of Nour Private Wealth, the firm’s philosophy mimics that of its founder: Elie Nour. A graduate from McGill University with a Bachelor of Arts degree with a Major in Economics, and with two Minors in Management and Hispanic Studies, his passion for the investment world led him into the wealth management industry in 2005 with Berkshire Securities. After Manulife Securities acquired Berkshire in 2007, he kept on growing his practice and enhancing his reputation as an advisor, which attracted several advisors wanting to learn from his methods.

Due to his disciplined and conservative approach to investing, Elie delivered the right downside protection strategies that helped protect his clients’ retirement assets during the crisis of 2008-2009. His successful management style has led him to emerge as Manulife’s second top producer across Canada in 2009 and 2010, before taking the top spot in 2011 and 2012.

As his team grew, he decided in 2013 to move to Ontario and create Nour Private Wealth (NPW). In Ontario, NPW kept expanding its business while still maintaining a client base in Quebec. The company has gone from strength-to-strength servicing clients in Alberta, British Columbia, Manitoba, New Brunswick, and Nova Scotia, as well as Ontario and Quebec.

In 2015, Nour Private Wealth won the New Practice of the Year Award at the Wealth Professional Awards in Toronto. Judges selected the winner on the following criteria: business conversions rates, repeat and referral business strategy, the success of the strategy, growth strategy, advertising, training, volume, and customer satisfaction.

On an individual level, Elie, a Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®), has been a mainstay in the Financial Professional Top 50 Advisors’ poll since 2014, a poll that highlights the financial management industry’s premier talent. He was also nominated and was one of the finalists for the Young Gun of the Year Award in 2016, and a finalist for the Advisor of the Year Award for 2017, 2018, 2019, and 2020 by the Wealth Professional.

Elie is a member of the Forbes Finance Council and serves on the board of the Advisory Council for the Faculty of Music for the University of Toronto.

elie_nour

  AWARDS

Top 50 Advisors 2020 – Wealth Professional

Top 50 Advisors 2019 – Wealth Professional

Top 50 Advisors 2018 – Wealth Professional

Ovation Award 2018

President’s Circle Award by Manulife Securities 2018

Top Advisor at Manulife Securities 2018

  OUR TEAM

Chris Lucas

Chris Lucas RRC®/CR®

Wealth Advisor
Dallas - NPW

Dallas Bosko RRC®/CR®, CFP®

Certified Financial Planner and Associate Wealth Advisor
Justus Alleyn - NPW

Justus Alleyn, RRC®/CR®

Associate Investment Advisor
Arlo Sobiski - NPW

Arlo Sobiski

Associate Investment Advisor

Request for a free personal consultation.

Request for a free personal consultation.

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