Fouad has plenty of things that he’s passionate about in his life. However, with so many interests, his focus tends to be all over the place…much like his investments which had been held in a variety of financial institutions. Even though Fouad has a good portfolio, he needed better advice.
Recently, a National Bank advisor showed Fouad how important it is to have a global picture of you financial situation at this stage of life. When it comes to retirement planning, this is still the best way to determine whether you’re heading in the right direction. After an in-depth analysis of his investments, Fouad's National Bank advisor was able to identify new opportunities that would increase his assets.
As a result, he consolidated his entire portfolio, and now he’s in a much better position to make the most of his financial situation. And best of all, Fouad got the green light on a dream that he’s had for a long time: to ride across Europe on a motorcycle.