PAT PURBS CSC, HBA, MED
IRONWOOD WEALTH MANAGEMENT GROUP - SENIOR VICE-PRESIDENT, ACCOUNT EXECUTIVE
IRONWOOD SECURITIES/ALIGNED CAPITAL PARTNERS INC. - INVESTMENT ADVISOR
My Philosophy is to be a professional and to provide unequalled personal quality advice and service. 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 help me develop a clear plan and keep you informed so you can feel confident that your finances are in good hands.
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 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 several seminars on various topics (both in our office and in public) to help keep clients informed about all aspects of financial planning.