Nancy Griffin
Senior Investment Advisor, Blackmont Capital Inc.
Board of Directors
Member of the Women Presidents' Organization. Toronto II chapter.
Serves as: Director. Affiliated with Women Presidents' Organization
since 2001.
Nancy Griffin's mission statement is to "HELP YOU SECURE YOUR
LIFE & LEGACY".
Nancy is a full service senior investment advisor who offers all
types of securities, stocks, bonds, fixed income products, etc.
on a fee basis to her clients - as well as disability, critical
illness and life insurance solutions. These products and services
Nancy makes available to her clients to meet their individual financial
needs for business succession, tax and retirement planning, and
legacy planning.
Nancy encourages her clients to have a personal legacy program
so that in the event of their premature or timely death, they have
their personal and business affairs in perfect order. This emphasis
also includes giving back to their communities through a major bequest
to their favourite charities. This approach can have significant
tax savings upon their death but also during their lifetime.
Nancy's specialty market is her female clients - both individual
professionals and business owners. She works closely with them,
their respective advisors such as their lawyer, accountant and other
business advisors, to ensure that the best investment approaches
are in place to meet her high net worth clients' individual risk/reward
profile - as well as their lifestyle income requirements - now and
in retirement. Ongoing positive investment yields, through changing
market conditions, require active review. This is a priority for
Nancy as she meets her clients' financial needs while also providing
them with the necessary peace of mind.
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