My clients and their interests are my priority. I am their advocate and they are mine.
Relationships are built on trust, so I put myself in your shoes and quite often have walked in them, too. Having formerly built businesses from the ground up, I grasp the financial complexities of P&Ls, expansions and retirement. As a Gen Xer, I know that starting retirement savings early means having to save less (let me show you the compounding charts). And I can appreciate the unique challenges for women pursuing financial security.
I chose Edward Jones because we share a client focus. As a privately held company, we are accountable only to clients rather than stockholders. When I develop your personalized investment strategy, it is focused on your unique, long-term goals. Whether saving for a child’s education, reducing taxes or planning for retirement, I serve your needs first.
My parents (immigrants and business owners) instilled priorities in me early on, which today I share with clients. First is one everyone knows but doesn't necessarily follow: a penny saved is a penny earned. Second is not spending more than you have. And third is to know, and believe in, each company you invest in. Would you want to own it, or run it? Is there opportunity there? We'll discuss these kinds of things to help build and follow strategies. The end goal is realizing your dreams.
To expand my knowledge and better serve clients, I've earned the CFP® designation where I have developed additional skills in the following areas: investment and tax strategies, retirement planning, employee benefits, estate planning and insurance planning. I am working on the Responsible Investing designation and, of course, have completed the Canadian Securities Conduct and Practices course.
Moving from Vancouver, I've called Victoria home since 2003. I enjoy giving back to my community – as a volunteer coach at the Gorge Soccer club since 2012 and a Victoria Pride Society board member for the past five years. My partner, Della, two kids and I love spending time with family and friends in all the incredible nature this city and province have to offer.
- Business Owner Considerations
- Intergenerational Planning
- Retirement Income Strategies
- Retirement Savings Strategies
- Socially Conscious Investing
- Wealth Protection Strategies
Phone NumberLiz da Mata at (778) 600-0325
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