A long time ago I was a high school graduate who was told I had to start thinking about what I should do in life. I didn't know what I wanted to "do" but I noticed the first question I asked myself when contemplating any career path was…how much money can I make? Looking back I realize how immature that thought process was, but because thinking money was the key to happiness, a chain of events occurred that ended up with me going to school to learn about what else…money.
Fast forward a couple of years. It's January 2004. A new semester has started and I begin a class called Stock Market Analysis. "Sounds interesting" I thought to myself. Well that turned out to be the understatement of a lifetime. I was captivated. Learning about stocks was infinitely interesting to me and it didn't take long to know that working in capital markets was what I was meant to do.
After getting married in 2011, I transitioned from working on a trading floor to working as a Financial Advisor for both CIBC Imperial Service and Scotiabank. Client management was a different animal than being a Trader. I had to learn the importance of developing a client care process that once completed, would ensure the client was taken care of beyond their greatest expectations. Perfecting that process continues to be my passion.
In 2017 I began my own advising practice in Parksville with Edward Jones. Besides being a Financial Advisor, I am a Field Trainer of new advisors, a hiring team member, and an in-branch host for new advising practices. Through these roles I attempt to impart what I can now say is more than 15 years of investment industry experience on new advising practices. The opportunity to train the next generation of advisors is truly a privilege.
Whether you're currently in retirement, preparing for retirement, or looking for an investment manager, our team is ready to work together with you to develop personalized strategies made for your situation. Give us a call!
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Business Owner Considerations
- Charitable Giving
Phone NumberTom Kinred at (250) 248-7242
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