The intention behind my drive to become an advisor was predominantly my family and the immense pleasure I get from helping people. An unfortunate incident in my life led me to deliberate that how essential it is to prepare for the unexpected. I want to assist my clients by listening to their stories and life struggles and give them wholesome advise on the comprehensive spectrum.
Prior to Edward Jones I have been an advisor with Sun Life Financial for 7 years. There is a lot more to offer for clients which enables us to deepen our relationships with our clients with customized solutions.
I can guide you and plan for a well-rounded strategy for the unexpected, transitional planning, estate considerationand strategies to diversify a portfolio and be more tax savvy. My goal is to explain multifaceted topics with assurance so that it is comprehended by you to have an ongoing financial plan for the future.
I was born in Russia and then moved to Germany at 2 years of age. My family moved to Canada in 2009. I proudly call this picturesque country my home now as I received my Canadian citizenship last year in April. I speak Russian, German and took Latin degree.
When I am not working, I love the outdoors and enjoy nature. I admire watching the sunset, hunting, fishing, hiking and walking. I also like to take care of my health as it is as valuable as your wealth.
I am certainly looking for different ways to be involved in the community in Flin Flon and getting to know everyone in this beautiful town.
One-size-fits-all may be adequate for some investors, but I trust investments should be personalized to your needs and not loosely based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate, I can offer investment solutions tailored to all your financial goals.
Please call me or visit the branch to discuss further.
Phone NumberWilliam W Penner at (204) 687-5390
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