Proper stewardship of your wealth begins and ends with you. That’s why at Hastings Noble Private Wealth, we seek to understand your unique needs, challenges, and opportunities so that we can simplify the complexity of your wealth, safeguard what you’ve built, and empower you to move forward with confidence.
Our team
If you want to go fast, go alone. If you want to go far, go together.
At Hastings Noble Private Wealth, we never underestimate the power of teamwork. That’s why we leverage nearly 100 years of collective industry experience, a diverse set of skills, and a collaborative relationship with our partners to help you accomplish your long-term goals.
John Hastings
Jim Noble
Alexandra Minnes
Loreen Mashonjowa
Vince Fu
Jodi Forrest
Sara Klis
George Al Kayal
What we do
Objective stewardship of your hard-earned wealth
At Hastings Noble Private Wealth, our team works hard to thoroughly understand your needs so that we can objectively steward your wealth, help you accomplish your goals, and simplify the complexity of your financial life.
wealth management
Personalized planning
Planning is the foundation of every decision we make on behalf of our clients – big or small. By spending the time to understand your unique financial situation, we can leverage our experience, skills, and partnerships to build a personalized plan to help you accomplish your goals and leave a lasting legacy.
We get to know your unique needs, circumstances, and goals and design a customized and comprehensive plan to help you accomplish them moving forward.
Whether you’re starting, growing, or selling a business, our team is experienced in equipping owners with a comprehensive plan to help them make the most of it.
From easing the transition of wealth to leaving a lasting legacy, our team takes a long-term approach to ensure your wishes are carried out efficiently and effectively.
Depending on your unique circumstances, we recommend a range of potential tax strategies to help you achieve your objectives while minimizing your tax burden.
"You’ve worked hard to build your wealth. We work hard to steward it moving forward."
—John Hastings
INVESTMENT MANAGEMENT PROCESS
Research-driven investing
With your personalized plan and Investment Policy Statement (IPS) top of mind, we are perfectly equipped to make day-to-day investment decisions on your behalf. To do so, we employ a variety of in-depth research and risk mitigation techniques based on our expert understanding of industry trends and the ever-changing markets.
We use specific macro contrarian indicators for gauging the degree of market risk, and create a customized Investment Policy Statement based on your unique needs.
We implement a quantitative screening process that identifies the top 15% of companies in Canada and the U.S. that should be considered for portfolio inclusion.
We employ a series of technical indicators and models that identify the companies that should be overweight or underweight in your investment portfolio.
We corroborate our expert decisions by using RBC’s leading analysts’ fundamental research on the company of interest. The result? A customized portfolio and true peace of mind.
Our partners
Comprehensive support for your comprehensive financial needs
Capitalizing on the unparalleled resources of RBC Dominion Securities, one of Canada’s largest full-service investment and wealth management firms, our team strategically connects you to a range of industry partners to help you address all aspects of your wealth.
RBC Private Banking
We help you take care of your most sophisticated banking needs by connecting you to a network of private bankers – experts in their field with a track record of delivering the highest level of service.
RBC Premier Banking
We work closely with a high-performing team of specially trained advisors to provide comprehensive and customized solutions related to your credit, lending, and banking needs – personal or commercial.
RBC Mid-Market M&A
We partner with a dedicated team of mergers & acquisitions professionals who offer advisory services with a focus on understanding our clients’ unique needs and formulating tailored solutions.
RBC Commercial Banking
We provide business owners and executives access to personalized solutions related to commercial mortgages, complex business financing, group savings, employee services, and more.
HNW Blog
Community
Building a caring, healthy, and vibrant community
On top of our commitment to ESG and responsible investing, our team is also personally involved in a variety of charities, organizations, and programs that help make our world a better place.
Perth and District Community Foundation
Strengthening the quality of life in our community, today and into the future.
The Table Community Food Centre
Fostering a healthier and more connected community through integrated programs that provide access to healthy food.
Ottawa Food Bank
Providing healthy, accessible, and sustainable food, as well as supplies, to a network of over 100 food programs across Ottawa.
The Literacy Fund
Providing literacy tutoring for children to help improve attitudes and confidence about reading. Our team has proudly raised over $539,000 in support since the inception of Jim’s annual charity golf tournament.
Game Plan program – Canadian Olympic Committee
Canada’s total athlete wellness program helping all national team athletes excel in and out of sport.
Ottawa Community Foundation – Impact Investment Committee
Leveraging philanthropic resources to strengthen and empower the charitable sector in the National Capital Region.
Canoe Kayak Canada – High Performance Committee
Canada’s national body for competitive paddling administering programs for Canadians to enjoy.
Tokyo 2020 Summer Olympics – Analyst for CBC Olympics
Providing coverage and commentary on canoe/kayak slalom events.
Big Brothers Big Sisters Lanark County
Providing life-changing mentorship to young people to help them realize their full potential.
Client guides
Supporting and encouraging your financial literacy
As a supplement to our personalized advice, we invite you to explore a series of educational guides, how-tos, and helpful tools on a range of relevant financial topics. If you have any questions, please don’t hesitate to contact us and we’d be happy to help.
Educational guides
Estate planning guide
Plan for tomorrow, today by learning how to protect more of your assets.
DS statement guide
Learn how to read your statement of account and account activity page(s).
Financial planning facts
Uncover handy facts related to annual contribution limits and more.
Helpful tools
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