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.