Troy Redick
Insurance Advisor - Ontario at National Bank Financial
Based in Toronto, Canada
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Seniority
Staff
Department
Sales & Business Development
Location
Toronto
Industry
Financial Services
Company size
3.3K
Contact information
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t•••••••@fbngp.ca
Phone
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Background
About Troy Redick
In my current role, I work with Wealth Advisors and Portfolio Managers to provide advice to clients about insuring against risks such as premature death, disability, critical illness, or long term care needs. I especially enjoy working with high net worth clients, particularly incorporated business owners, utilizing insurance to optimize estate plans to retain more value for beneficiaries, net of taxes. To better advise clients, I work alongside related planning professionals such as Certified Financial Planners and Estate Planning lawyers, to truly understand client financial and family situations, goals and concerns, and provide context and information to help clients make informed decisions that can protect or better their lives in ways that matter to them. Also feel free to connect with me for more information on National Bank Financial’s comprehensive wealth management offering, or to share healthy restaurant recommendations for when I'm on the road. troy.redick@nbc.ca 416-994-8515 Comprehensive financial planning Evidence-based investment strategies Tax-efficient planning for business owners Insurance and Estate planning Wealth management Retirement planning
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