My personal goal is to always leave people better off than I found them. I believe that every person on this earth can do something good. And if you are blessed to have a little bit more talent and treasure, I firmly believe we are meant to share that with others too. My late grandfather was a farmer and my parents were small business owners. What they all had in common was exceptional work ethic. I later learned that work ethic is just one aspect to success. Having an open mind allowed me to see what they could have done better, what they should have avoided and what was missing. This is the foundation that I bring to at every meeting.
Managing people's money is not just a job. It is a huge responsibility. This responsibility is connected to the firm I chose to work for, in the professional designations I hold and the annual continuing education that I complete. Edward Jones is one of the largest investment firms in North America. For over 100 years, we have both resource and strength for the clients we serve. During our meetings, I ask clients to share their stories, tell me their wildly important goals and/or what may be keeping them up at night. I help them navigate through the various life stages so that they feel secure for both their today and tomorrow.
For a confidential snapshot of options available for you, I can be reached by phone, in person or by zoom. Call me today at (604) 501-2196, or email me at [email protected] to book an appointment.
- Business Owner Considerations
- Retirement Savings Strategies
- Business Retirement Plans
- Intergenerational Planning
- Retirement Income Strategies
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
Phone NumberRica Vinluan at (604) 501-2196
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