Service
OUR TEAM OF ADVISORS GIVES YOU DEPTH AND FOCUS, SCALE AND INTIMACY.
At NDB AVIVA Wealth Management,
it all begins with you.
DISCOVERY AND GOAL-SETTING
Diagnostic review
Identification of issues
Investment objectives
Formulate Strategy
INVESTMENT MANAGEMENT
Asset allocation
Portfolio structure
Portfolio management
Equities
Fixed income
Cash management
WEALTH ADVISORY SERVICES
Trusts
Financial planning
Risk management
Custody of assets
COMMUNICATIONS
Client service
Administration and Reporting
Performance analysis
Custodian
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