Predictability, Transparency and Knowledge.
Anxiety can cloud judgment. Predictability helps eliminate anxiety. As a client of any financial institution, knowing what to expect from your financial relationship helps to make better financial decisions. Pre-scheduled quarterly review meetings in the first year of business and bi-annual thereafter incorporates predictability.
Telling it like it is. Clear communications with no hidden messages. The better informed we are, the better equipped we are to make proper financial decisions. My role is to offer "goal-corresponding" alternatives so that appropriate decisions can be made.
Average advice uses generic solutions for generic situations. A good Investment Advisor is able to use the numerous tools that a financial institution has to offer in order to help you apply them to attain your goal. Continuing education is required to maintain my federal and provincial Financial Planning designation. It is through this continuing education and my initiative that I stay