Biographical Info Financial Consultant About My Practice… I began my financial planning practice in 2007 and will continue to grow with Investors Group for many years to come. Our 85-year history of helping Canadian families achieve financial security through honesty, integrity and a commitment to meeting individual needs complements my belief that all Canadian families deserve and are able to attain financial freedom, especially when working with the right advisor. I am dedicated to building lasting relationships with each client. My success is completely dependent on the success of clients and I would not have it any other way. I excel at building financial plans that work. Many clients have done well through one of the worst financial market disasters in recent history and will thrive going forward. My Business Philosophy… A “Financial Plan” is an ever evolving document. It is meant to guide you through life’s challenges and changes to make sure your goals are reached. The financial planning process is the most important component of working with a Financial Planner. I help create a vision of where you want your financial life to go. My Commitment to Service… I strive to remain ahead of the curve within the financial industry. I am a Certified Financial Planner professional (CFP) and have a Bachelor’s of Science degree in Economics (BSc). These accomplishments enrich my knowledge of finance and ensure each client receives relevant advice. Meeting regularly and adapting to your life as it happens ensures that our relationship is a very close and supportive one. “This is all about You!”
Email Address firstname.lastname@example.org
Work Phone 250-727-9191 ext 262
Company Profile I am currently growing my financial planning practice and am actively seeking out new clients. The clients that I enjoy working with best, are those motivated, dedicated and willing to actively pursue their financial success. I look forward to educating clients through free workshops and personal, one-on-one coaching sessions to better inform clients about strategies that many individuals often overlook. Feel free to contact me today for a complementary consultation to review your current financial situation. There is no time like the present to take control of your financial situation and I am here to help. Best wishes on your personal and family's success. For over 85 years, we have firmly believed that building long-term relationships with clients is the best way to help individuals reach their financial goals at each stage of their lives.
Services Investors Group Financial Services Inc. is a Canadian leader in providing personal financial planning services, and is dedicated to building lasting client relationships. Our primary objective is to help Canadians plan for financial security by providing quality financial planning advice and products through a network of Consultan
About Company For over 85 years, we have firmly believed that building long-term relationships with clients is the best way to help individuals reach their financial goals at each stage of their lives.