Objective stewardship of your hard-earned wealth

At Hastings Noble Private Wealth, our team works hard to thoroughly understand your needs so that we can objectively steward your wealth, help you accomplish your goals, and simplify the complexity of your financial life.

WEALTH MANAGEMENT

Personalized planning

Planning is the foundation of every decision we make on behalf of our clients – big or small. By spending the time to understand your unique financial situation, we can leverage our experience, skills, and partnerships to build a personalized plan to help you accomplish your goals and leave a lasting legacy.

Financial planning

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Financial planning

We get to know your unique needs, circumstances, and goals and design a customized and comprehensive plan to help you accomplish them moving forward.

Business owner planning

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Business owner planning

Whether you’re starting, growing, or selling a business, our team is experienced in equipping owners with a comprehensive plan to help them make the most of it.

Will & estate planning

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Will & estate planning

From easing the transition of wealth to leaving a lasting legacy, our team takes a long-term approach to ensure your wishes are carried out efficiently and effectively.

Tax planning

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Tax planning

Depending on your unique circumstances, we recommend a range of potential tax strategies to help you achieve your objectives while minimizing your tax burden.

We get to know your unique needs, circumstances, and goals and design a customized and comprehensive plan to help you accomplish them moving forward.
Whether you’re starting, growing, or selling a business, our team is experienced in equipping owners with a comprehensive plan to help them make the most of it.
From easing the transition of wealth to leaving a lasting legacy, our team takes a long-term approach to ensure your wishes are carried out efficiently and effectively.
Depending on your unique circumstances, we recommend a range of potential tax strategies to help you achieve your objectives while minimizing your tax burden.

"You’ve worked hard to build your wealth. We work hard to steward it moving forward."

– John Hastings

INVESTMENT MANAGEMENT PROCESS

Research-driven investing

With your personalized plan and Investment Policy Statement (IPS) top of mind, we are perfectly equipped to make day-to-day investment decisions on your behalf. To do so, we employ a variety of in-depth research and risk mitigation techniques based on our expert understanding of industry trends and the ever-changing markets. 

Macro research

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Macro research

We use specific macro contrarian indicators for gauging the degree of market risk, and create a customized Investment Policy Statement based on your unique needs.

Quantitative research

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Quantitative research

We implement a quantitative screening process that identifies the top 15% of companies in Canada and the U.S. that should be considered for portfolio inclusion.

Technical research

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Technical research

We employ a series of technical indicators and models that identify the companies that should be overweight or underweight in your investment portfolio.

Fundamental research

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Fundamental research

We corroborate our expert decisions by using RBC’s leading analysts’ fundamental research on the company of interest. The result? A customized portfolio and true peace of mind.

We use specific macro contrarian indicators for gauging the degree of market risk, and create a customized Investment Policy Statement based on your unique needs.
We implement a quantitative screening process that identifies the top 15% companies in Canada and the U.S. that should be considered for portfolio inclusion.
We employ a series of technical indicators and models that identify the companies that should be overweight or underweight in your investment portfolio.
We corroborate our expert decisions by using RBC’s leading analysts’ fundamental research on the company of interest. The result? A customized portfolio and true peace of mind.

Do you have a plan for your future?

Our experienced team can help.

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