As Responsible Investment Specialist and member of the RIA, I help my clients achieving their financial goals along with their values.
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Services offered: Succession planning
Gleb Troubetskoi Pl. Fin. CIWM
I’m a human, just like you.
And I’m dedicating my life to making this world a better place for my family, for yours and for all life on earth. I do this by helping positive change-makers and conscious consumers secure their financial freedom, in alignment with their values, so that together, we can focus on making this world a better place, for all.
I accomplish that by applying a rigorous process that starts by listening and understanding your needs, values, aspirations and concerns and ends in a follow-through of the action plan so that your life adventure is full of meaning, freedom and success; without a doubt.
If our values align, I can help you:
1. Get a sense of certainty in your today and your future by getting a complete Wealth Plan done for you.
2. Reduce or Eliminate anxiety associated with market fluctuations by enhancing your traditional portfolio of stocks and bonds with Alternative investments.
3. Align your money with your values without sacrificing your Rate of Return, through SRI (Socially Responsible Investments).
4. Get more from your business through smart business planning.
My experience of over a decade, dealing with more-or-less complex people, couples, families and financial situations, has taught me 3 inalienable truths:
1. It’s not because a problem is complex that the solution must be complicated.
2. Managing wealth with short term view, creates short lived results.
3. Shit happens. Be ready.
In today’s world, life comes at you very fast. And regardless whether you’re looking to build a bigger next egg, plan to retire, protect lifestyle at all stages, create a legacy, or sharing-caring with your community; life changes and market movements can alter and sometimes derail those plans. Whatever your situation, being prepared is the only thing that can provide independence, flexibility and comfort through those changes. Are you prepared?
Jordie Hutchinson, CFA
At Edward Jones, we believe our business is personal . We look at your individual needs first so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for university, reduce your tax bills or ensure you have income cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Contact me today to help develop an investment strategy that makes sense for you.
Marc Alarie
Mutual fund dealer
Insurance broker
Sanden Hempstock
As a Scotiabank Investment Specialist Associate, I am committed to helping my clients feel more confident in their financial future.
My clients define investments success – I help them get there with trusted advice and solutions that support their vision. Drawing on my investment expertise and years of financial planning experience, I build customized financial plans that help bring their investment and retirement goals to life. A tailored plan allows them to savor today while preparing for their needs and the needs of their family in the future. My clients also appreciate the flexibility of meeting at a time and location that works with their schedule.
Using a disciplined approach, I advise on the following valuable services:
– Goals/financial assessment
– Customized financial planning
– Tailored investment solutions
– Retirement and retirement income planning
– Tax-deferral strategies
I place a premium on partnerships to help my clients manage their entire financial picture, working with specialized professionals at Scotiabank for tax and estate planning, business succession and financing needs.
As a member of Scotiabank’s Investment Specialist team, my clients enjoy the peace of mind that comes with working with a leading Canadian financial services provider that is dedicated to helping customers become financially better off.
Matt Ewonus
We’re a caring, dedicated team of experienced advisors who’ve been serving Communities in British Columbia for over 30 years.
We believe it’s never too late to start planning for tomorrow. We know that even the smallest of steps can make a big difference. We’re here to help. From personal financial planning and investment advice to ensuring the health and security of businesses and their owners, we’re the team you can count on.
Your goals are our goals. Why? Because when you win, we win. It’s that simple. You getting ahead, realizing your goals, achieving financial security and freedom is our incentive to always go the extra mile.
What does that mean for you? It means we’ll never recommend something that you don’t need and/or can’t use. It means making sure the advice, support and investment options that we give you are what you need to reach your goals.
Scott Howe
David Morgan
We have been helping families, professionals, business owners and organizations manage their wealth for over 30 years. Our mission is to help investors achieve what matters to them most. Throughout his career, Dave Morgan has been dedicated to educating clients and the public on the importance of investment and financial planning and having a complete wealth strategy. Our clients recognize the value of having this kind of comprehensive plan for managing their wealth and having someone experienced to bring it all together. This all adds up to an overall level of comfort and peace of mind for you.