As a financial advisor, I primarily work with employees approaching retirement who want to review the options for their pension before it is fully vested. If you are retiring from the police, military, health care, educational service or other government entity and wish to leave an inheritance to your children or prefer the flexibility of your spending during retirement rather than a set pension, please contact my office.
I also help other clients reach their financial goals and guide them whether they are planning to retire, change jobs, receive an inheritance, sell a home, or build an estate and legacy considerations.
While working with clients, I believe that long-term investing according to your risk tolerance and time horizon is the key to financial success, not the latest market trend or "hot stock".
I am passionate about the opportunity of growing my business in beautiful Victoria. I completed my master's degree in International Economics and have worked in the financial services industry for over seven years.
When not at the office, I enjoy spending time with my friends and family, play soccer, travel abroad, and be involved in the International community.
- Retirement Income Strategies
- Retirement Savings Strategies
- Intergenerational Planning
My Personal Interests
- Active Lifestyle
- Sports Enthusiast
Phone NumberBartosz Glodek at (250) 658-4665
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