Life is what happens when you're busy making plans! As a Financial Advisor, I help clients prepare financially for the life plans they make, making sure their financial goals support their life plans, and to deal with any curve balls life throws.
I partner with my clients to understand what's important to them, their family, and their specific situation. I use an established process, so they understand what is required to achieve their financial goals. For example, preparing for retirement, living in retirement, preparing for the unexpected, and education savings. I take the time to explain what we are doing and why, and to make sure we are on the same page together. Through the years, we partner together for the long-term to ensure that they stay on track. While working with my clients, I believe that educating and explaining financial concepts is as important as the recommendations that we make here at Edward Jones. As a Financial Advisor with 15+ years’ experience, I've been honoured to partner with a group of successful business owners, professionals, serious long-term investors, and investors just starting out, that have resulted in success for them in transition from their work life to a work optional or a desired retirement lifestyle and have confidence to reach their family, business and philanthropy goals.
At our first meeting, we’ll focus on your life and your family, what do you like to do, and not do. I need to understand the things you wish for, how do you envision your retirement, and what keeps you up at night.
From these conversations, we'll set relevant and realistic short- and long-term financial goals and put your money to work. We'll plan for what you want, prepare for what you don't expect and help to protect what you've earned. This is just the beginning. I'm here to look after your financial future, something I take very seriously.
Now it's your turn. What's important to you? My ideal client: People close to retirement, people preparing for retirement (earlier is better!) and people setting off on their career path. I have an intricate network of contacts we can work with to help with all your objectives, and any bumps in the road.
I’d love to show you what we can do together. My contact info is in my profile. Reach out any time.
- Wealth Strategies
- Wealth Protection Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
Phone NumberDelia R French at (905) 471-9005
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