My work seemingly involves opposites – understanding your big picture while paying attention to the smallest detail, thinking both creatively and analytically, and balancing your short- and long-term goals. No two clients are alike, and I thoroughly enjoy serving every one of them.
What matters most to you is what matters to me. So, our work together begins with you helping me understand your big picture – your hopes and dreams, your opportunities and challenges, your family and your business. They all have financial implications, and all have solutions. That's where the analytic thinking comes in. I'll evaluate dozens of investments and solutions to find the ones that best address your goals and needs and then create a portfolio uniquely tailored to you. That's our roadmap toward realizing your short- and long-term goals.
The creativity comes in when we challenge the obvious. If you're buying a house, for example, you could make a down payment from your savings, but first, let's explore options that may get you a tax deduction for both your house and any new furniture. I'll work with your accountant to make sure we always consider tax advantages for you.
Because it's your hard-earned money we're talking about, we make sure every I is dotted and every T is crossed. That's one of the many skills of our branch office administrator, Trudy Wall. She's got a great balance of attention to detail and inviting personality. You'll get to know Trudy and experience the warmth she brings to our branch. Rounding out our team are thousands of home-office associates who are just as invested in your success as Trudy and I.
On a personal note, my wife and I have four grown kids and nine grandkids scattered all over Canada and into Hawaii. Consequently, we are travelers. I'm also a golfer, an 18-year Rotarian as a past president, treasurer, Sgt. Of Arms and area youth exchange rep and I’m active on the board member as a moderator and on the welcoming committee in my church.
My Personal Interests
Phone NumberBob Hlina at (250) 964-2353
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