First of all, I am elated to be a part of the Growth Financial Corp – a client-first financial planning company – as well as to be back in the stunning Creston Valley where my family has called home for over 100 years.
Simply put, I genuinely, and ethically, help my valued clients with their finances; to achieve their goals, for their peace of mind (for their loved ones too of course), for now and for the future.
Beyond the above financial planning fundamentals, we will work on establishing medium and long-term financial goals, always within the framework of your comfort with risk (ie. Not too risky but also not too conservative).
I look forward to your contact and our first conversation. My office is in the Creston Valley Insurance office at the Creston Valley Mall. At your service!
* Mutual funds and related financial planning services are offered through Qtrade Asset Management Inc.