pat Purbs wealth management

 

 
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Pat Purbs  CSC, HBA, MED
Senior Vice-President, Account Executive

My Philosophy is to be a professional and to provide personal quality advice and service which is unequalled. My main objective is to ensure that you as a client feel secure with your financial plan, your individual investment choices, and my ability to help you manage your personal financial future. The main focus of my business is to develop comprehensive financial plans for my clients. This involves investment management, mortgage planning, estate planning, life & disability insurance, and also tax planning.

My Only 2 Requirements From You Are:

Full disclosure of all relevant financial information.

Time. This will enable me to develop a proper plan, as well as educate you along the way so that you can feel confident knowing that your finances are in good hands.

In Order For Me To Earn Your Trust And Loyalty I Will Do The Following:

Provide Objective Planning For Each Client: I treat each client situation as if it were my own.

Preserve Capital: I realize how hard you’ve worked to build your nest egg. My first priority is to make sure you maintain and build upon it.

Stay Current: This includes investment products, taxation and ongoing educational courses. It also requires that I provide an ongoing network for accounting and legal issues.

Ongoing Evaluation: I must meet with every client at least twice a year in person to ensure that they are on track. Their objectives, and the market conditions may change, and financial deviations need to reflect these changes.

Prompt and Efficient Service: This means an open line of communication, prompt response to telephone calls, and transaction follow-ups.

Education: I believe that happy clients are educated clients. Therefore, throughout the course of the year, I will provide a number of seminars on various topics (both in our office as well as public) to help keep clients informed with all aspects of financial planning.