FAQs
- What education and/or training do you have that relates to your work?
Yes. I am enrolled in a Chartered Financial Consultant and Certified Financial Planner course to obtain these designations. Furthermore we are required to maintain licenses in each area of our practice.
- How did you get started doing this type of work?
I have a love of helping people and I grew up in a household that knew nothing about money. So I was determined to change that about my life.
- What types of customers have you worked with?
We build financial plans by identifying goals and structuring solutions to accomplish those goals. The majority of those solutions involve some type of investment type in which assets need to be invested. For this, we structure a diversified portfolio of investments, implement the strategy and provide on-going monitoring and management of the plan.