What's important to you? That's the first thing I will ask you. Then, I will simply listen.
From there, I coach you on how to express your hopes and dreams as goals. Utilizing the best proprietary tools in the industry, we then develop a customized solution to help you reach them.
But that's just the beginning. If we're a good fit, I will partner with you to keep you on track for the rest of your life. It's a simple process, but it works.
I joined Edward Jones a decade ago. They really stood out to me as a firm that puts people first. Since we are a Partnership and not a Corporation, our full attention and energy can be given to our clients, without concern for external shareholders. Moreover, there is a consistent ethos in the company to think long-term, and to treat your clients as if they are your family. That's the way I endeavour to treat all my clients.
Speaking of family, let me tell you a bit about mine! While I was born in South Africa and raised in Coquitlam, my home for the past 10 years has been here in Abbotsford, BC.
My wife, Denise is a teacher by training and a full time Homemaker. We have put down roots here in the Fraser Valley, building friendships and community. We have been blessed with daughter and two sons who are extremely active in local sports, arts and cultural activities.
In our spare time we enjoy exploring the great outdoors of the Fraser Valley - whether it's hiking up the Abby Grind, or just strolling around Mill Lake with a coffee, we always seem to bump into people we know. We are active members of St. Ann's Church here in town.
While my branch serves people from all walks if life, I specialize in clients who are experiencing transition - particularly the change from working life to retirement as well as estate planning and insurance.
If you'd like to get together over a coffee and see if we'd be a good fit, give me a call. I look forward to meeting you.