If Money Could Talk (Paperback) (ISBN-13: 9781542305884)

When I began my career as an Investment Advisor in 2001, I did it with the philosophy that health and happiness are the focal point of a life well lived. Money is simply a tool that enables my clients live the life they deserve - both today and in the future. I believe in following a sensible approach to money management with a 360-degree view of the entire picture. It sounds simple, but patience and a practical approach have led to far richer rewards than the latest investment fad, or chasing an elusive rate of return. My goal is to become the "go-to" resource on all things related to money. In addition to keeping my finger on the pulse of what matters most to clients and what role money can play in a lifetime, I've focused on continuous learning. I've earned designations as a Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified International Wealth Manager (CIWM), Personal Financial Planner (PFP) and earned my fellowship of the Canadian Securities Institute (FCSI). But no matter how many certificates may hang on my wall, I will never forget that success in the investment industry comes from three things: an ability to focus on the client, see the solutions with clarity, and deliver results with commitment.