“Leader, Mentor, Professional”
My roles in the financial industry are very clear. First and foremost, I accept responsibility for the financial well-being of those individuals who trust my experience and expertise to give them sound financial solutions. This requires an ongoing commitment to learning at the highest professional level, being consistently engaged with client needs and acting with integrity.
And secondly, as part of that obligation, I ensure that I have access to the best accounting and legal resources possible to enhance my expertise and to address all the financial concerns of every client. Equally important, however, I surround myself with individuals who are committed to providing unparalleled service, individuals who understand their crucial role in other people’s lives.
Mentoring and providing future personal growth for those who support my efforts is a deep-rooted life principle for me. As a life-long resident of the Abbotsford area, my future is an investment in the quality of my community, the individuals I serve and those who share my goals.
Research and risk management are fundamental to investment success. I’m committed to helping clients achieve their wealth management goals by filtering through large amounts of information and research. Constructing globally diversified income oriented portfolios is my focus.
Great teamwork brings great results. My career has been focused on contributing to the success of my colleagues and I have always felt greatly rewarded in doing so. In my role as Branch Administrator I am able to use my organizational and technological skills to assist my co-workers to be efficient in their work and deliver outstanding service to clients.
Feeling confident and comfortable is integral in any business relationship. I am determined to help you better understand your personalized financial plan and assist in your investment future. I strive to help each client obtain their goals, through much research and analysis.
Excellent customer service skills are imperative for an overall positive client experience. Business development is key to further continue the growth of any company. I offer creative marketing solutions through visual communication in addition to actively participating in my role as the event and educational producer.
Understanding the identifiable needs of a client is fundamental to providing excellent and appropriate service. I examine the needs of new and existing clients to find solutions to fit the circumstances of each client and accommodate their understanding and resources. Helping people find their way through the maze is something of great reward to me.
Responsibility is not a simple word. Understanding responsibility comes from experience and knowledge. With over 20 years of experience in the financial field, I understand the resources and commitment required to provide the very best service to every client and I gladly accept that responsibility every day.
Feeling relaxed in a stress free environment is my life goal. As a loving Boston Terrier, I offer snuggling opportunities, only when required and invited by you directly. (Please inquire through Sheryl).