Position on the Board: Past President
Company: National Bank Financial
Investment Advisor and Portfolio Manager
Joseph O'Donnell brings over twenty seven years of specialized investment management and planning experience to National Bank Financial in Fredericton.
The O’Donnell Wealth Management team provides a holistic approach to investment management. They offer their services to affluent individuals and their families, as well as corporations and foundations, who have investable assets of $250,000 to $3,000,000. . Their “wealth management” approach includes:
- Customized portfolio management services;
- Financial planning;
- Estate planning;
- Tax planning; and
- Insurance and risk management
- Build a reliable cash flow in retirement
- Design estate plans that allow a client assets to be distributed in a tax efficient manner
Our mission is to provide clients with complete, made-to-measure financial solutions, an integrated suite of management options and highly personalized, effective and confidential services.
Joseph has been on the Advisory Board of the F.C.S.I. (Fellowship of the Canadian Securities Institute) since June 2012 to present. He spends much of his spare time at Crabbe Mtn in the winter time, skiing & snowboarding and he is President of the Capital Region Association of Disable Skiers (CRADS). In the summer time he enjoys spending time at the family cottage in Westfield.
Joseph has 2 grown children and enjoys time hunting and fishing.