OUR KEY PRIORITY: PROTECTING
AND GROWING YOUR CAPITAL
In
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Tax
Planning
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Client
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Portfolio
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Financial
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As a portfolio manager, Steve is among a very
limited number of Investment Advisors in
Canada who are certified to make discretionary
management decisions on a client’s account.
In addition, he has been recognized by his
employers as a member of their top performers
President’s Council.
Estate
Planning
Li
As a leader of Zadra Wealth Management Group, Steve Zadra BBA, CIM, CGA
has been providing families and businesses with knowledgeable and
personalized financial advice that only comes with years of
experience in the investment industry.
Insurance
and Annuity
Philanthropy
Banking
Solutions
Contact us today if you think it’s time for a change!
Exclusive Offer to CGAs, CAs, CMAs†:
We are pleased to offer you 20% off portfolio management fees.
†Must be a certified member of a provincial professional order related to one of the following professions: CGA, CA, or CMA.
Zadra Wealth Management Portfolio Performance:
Cumulative Performance to Apr 30, 20131 (net of fees)
Model
1 Year
2 Year
3 Year
4 Year
Since Inception
Inception Date
Zadra Growth and Income
14.99%
9.48%
9.23%
16.13%
9.08%
Apr, 2008
Zadra Fixed Income
4.06%
5.50%
6.70%
8.97%
9.14%
Jan, 2009
Zadra High Income
5.85%
4.52%
10.84%
—
13.85%
Aug, 2009
TSX Total Return Index
4.53%
-2.67%
3.56%
10.60%
1.61%2
2
Since Apr, 2008
DEX Universe Bond Index
5.60%
7.26%
6.87%
6.41%
6.02%2
2
Since Apr, 2008
1. Past performance is not an indication of future performance. Average performance of all accounts holding the model.
2. TSX and DEX Universe return source: Croesus.
For consultation or enquiry, please contact:
Steve Zadra BBA, CIM, CGA
Portfolio Manager, Zadra Wealth Management
Tel.: 604-623-3256 email: [email protected]
National Bank Financial Ltd. — Bentall V Building
550 Burrard Street, Ste 1028, Vancouver, B.C. V6C 2B5
National Bank Financial is an indirect wholly-owned subsidiary of National Bank of Canada which is a public company listed on
the Toronto Stock Exchange (NA: TSX). National Bank Financial is a member of the Canadian Investor Protection Fund (CIPF)
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