“After being in the business for more than 40 years, we are confident of all things financial. We are here to provide you with guidance and help with all your wealth management needs; also to support you with the everyday financial transactions like buying a car, gifting, selling the family home, moving into a retirement residence, dealing with the family cottage, etc. It is not just about investing your money but rather discovering how your money can work for you and its purpose in meeting your lifetime goals.
Our clients are important to us and we like to treat them that way; we do not do transactions, we do relationships. To us, our clients feel like they are part of The Financial Coach family as many have been with us for 10 to 30 years.
We have been fortunate to have an experienced team behind us that has also been with us for years. And, the quality and passion they bring to work and our clients everyday speaks for itself as 90% of our clientele have come to us via referrals including multigenerational family members and friends.
We welcome the opportunity to meet with you, speak with you about your situation, and to have you join us as future clients.”