Notable Wealth Management Inc. is a company that provides solutions for clients interested in building, accumulating and protecting their wealth. Through various financial tools, we identify the most appropriate strategies to accumulate wealth while protecting your assets for your heirs from the inevitable taxes that must be paid at death and ensuring that adequate income will be available should you become disabled, suffer a serious illness or long-term care needs arise.
Jacqueline Correia is the founding Principal of Notable Wealth Management Inc. (NWM). She studied and received her certification in Business Management and Human Resources Management and has over 30 years of working experience in the financial industry.
In 2019, Jacqueline decided that in order for her to provide the best service to her clients, she would have to walk away from being a “Captive Advisor” where she was restricted only to sell products of that company. She has been providing wealth planning products and risk protection to business owners, individuals and families along with growing her niche market in pensions and retirement planning. She understands that a multi-faceted approach is required to address the challenges of investing, goal planning, wealth accumulation, wealth preservation and estate planning. Jacqueline can help you navigate this course based on your unique financial objectives.
Keiko Hosaki has been a member of our team since 2016. Keiko is responsible for all clients’ documentation, contracts, compliance and account services. Keiko’s experience lies with office management and executive administration. With some experience working in the insurance industry her expertise is with executives of companies in marketing, promotional firms, legal and more recently, Bloorview Kids Rehab. She is very personable, has a heart for assisting others and is always happy to assist you with any questions or requests.