Nader Nasr, CFP, CIM - Senior Portfolio Manager

Nader Nasr, CFP, CIM - Senior Portfolio Manager Working together to help you achieve what truly matters to you. Offering you advice on investment and insurance solutions.

Should you be looking for advice on life insurance, disability, RRSP and TFSA savings and more, I will be happy to help by offering independent advice customized for you.

02/16/2026

Bears sound smart… but bulls make money. 🐻📈🐂
If you’ve been “waiting for the dip,” this full video will change how you think.

🎥 Watch the full breakdown on YouTube: “Bears Make Sense, Bulls Make Money”

➡️ Link in the first comment.

Comment BULL and I’ll send you the link.

Wishing all who are observing a meaningful Yom Kippur.May this Day of Atonement bring reflection, renewal, and peace. As...
10/02/2025

Wishing all who are observing a meaningful Yom Kippur.

May this Day of Atonement bring reflection, renewal, and peace. As we pause to seek forgiveness and clarity, I pray we continue to find strength in what unites us rather than what divides us.

In a world that can feel fractured, may we choose compassion, understanding, and community — values that transcend differences and remind us of our shared humanity.

G’mar Chatima Tova. 🙏

07/29/2025

💸 Confused by your pay stub? You're not alone.

Most Canadians have no idea what those deductions actually mean—or how to use them to build wealth.

🎥 I just broke down the 6 most common employer-sponsored savings plans—in under 60 seconds.

From DC and DB pensions to DPSPs, Group RRSPs, VRSPs, and even IPPs—I explain:
✅ Who contributes
✅ How it grows tax-free
✅ When it’s taxed
✅ What happens when you leave your job

This is info most people never get… until it’s too late.

📲 If you’re a high-income professional or business owner in Quebec—or just want to finally understand your benefits—this is for you.

🔁 Share this with a colleague who's confused about their plan. It might just save them (and you) thousands in taxes.

03/21/2025

Join us for an exclusive evening designed for women 50+ who want to take charge of their wealth and well-being. Flourish brings together expert insights on investment strategies and financial planning tailored for women, along with holistic wellness tips covering nutrition, exercise, and longevity.

This event is perfect for successful, high-achieving women looking to build financial confidence, prioritize health, and connect with like-minded professionals in an inspiring and relaxed setting.

📍 Location: Casa Evexia, Pointe-Claire
📅 Date: April 10, 2025
🕔 Time: 5:00 PM – 7:00 PM
🥂 Light appetizers and refreshments will be served

Maria Triassi is the owner of Clinique Osteo Fertilita and highly trained healthcare professional with a background in kinesiology, a Doctor of Osteopathic Medicine (DO), and specialized training in naturopathy and functional medicine. With a passion for integrating traditional and holistic approaches, she focuses on optimizing the body’s natural healing abilities through a personalized, patient-centered approach.

Spots are limited—reserve your place today!

03/03/2025

It's a common misconception to underestimate the advantages of RSPs because of the taxed withdrawals during retirement. However, this perspective overlooks crucial benefits such as tax-sheltered compounding and the probability of being in a lower tax bracket post-retirement.

Did you know: If you were 18 or older in 2009, you’d be able to contribute up to $102,000 to your TFSA as of 2025? That...
01/27/2025

Did you know: If you were 18 or older in 2009, you’d be able to contribute up to $102,000 to your TFSA as of 2025? That’s $102,000 you can invest and grow tax free.

The perfect complement to your retirement savings. Let’s talk about your TFSA strategy today.

12/05/2024

Today we discuss the First Home Savings Account, aka the FHSA.

Though most of my clients have been homeowners for decades, many are looking for ways to help their children or even grandchildren with the rising cost of purchasing their first home. Have a look to see why I believe the FHSA is an amazing option to consider.

Pro Tip: even if you never intend to purchase a home, an FHSA may be something you should look in to. Watch to learn more.

11/22/2024

Probate fees, housing tax and early inheritance to help your child buy their first home: On the below episode of our Matters Beyond Wealth podcast, host Leanne Kaufman discusses the impact of real estate on estate planning with lawyer Rachel Goldman Robinson.

Listen here: https://www.rbcwealthmanagement.com/en-ca/podcasts/episode-39-how-have-you-put-your-real-estate-into-your-estate-plan?utm_medium=email&utm_source=rt-internal-comms&utm_campaign=matters-beyond-wealth&utm_content=hidden&utm_id=5b24245f4b10b81cfdc9533d95dc4653

10/28/2024

The Bank of Canada lowered its key interest rate by half a percentage point in October, marking its fourth cut in a row. With the policy interest rate now sitting at 3.75%, Josh Nye, Canadian Fixed Income Strategist, discusses what’s behind the oversized cut and why more may be on the horizon.

How do family dynamics affect your estate planning? Although you may not anticipate estate disputes, you should always p...
10/25/2024

How do family dynamics affect your estate planning? Although you may not anticipate estate disputes, you should always plan for them.

That’s what Leanne Kaufman, president and CEO of RBC Royal Trust speaks with Howard Black, partner at Miller Thomson LLP about in the latest episode of Matters Beyond Wealth. Hear what this specialist in estate litigation has to say below.

https://www.rbcwealthmanagement.com/en-ca/podcasts/episode-14-how-family-dynamics-can-impact-your-estate-plan?utm_medium=email&utm_source=rt-internal-comms&utm_campaign=matters-beyond-wealth&utm_id=fa5eda3356b10c185e1b4d96e8cba9b9

The key to talking about estate planning with your parents:Understand that seeking clarity doesn’t mean you’re after pot...
10/11/2024

The key to talking about estate planning with your parents:

Understand that seeking clarity doesn’t mean you’re after potential inheritance – it’s about avoiding a legacy of burden, and a roller-coaster that no grieving family members should have to navigate.

Learn more about navigating difficult conversations with your parents about their estate plan in the video here: https://www.rbcwealthmanagement.com/en-ca/insights/why-its-hard-to-talk-about-end-of-life-planning-and-how-to-take-the-first-step

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