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I am excited to help!! With nearly 25 years of investing experience I am excited to help you achieve your goals. I have won top advisor in Airdrie back to back years and I would love to show you why. I like to make investing simple and easy to understand. My goal is to make every meeting comfortable and straight forward. Check out some reviews online and come see how I can help in any way :)
I love helping people, or finding a solution that will allow them to retire earlier or with more money. I can’t tell you how many people I sit with that have been investing for years but still feel uncomfortable. I love teaching people about their finances so they can feel at ease and confident when they leave my office
I get to put my own personality on things and get to be a part of my clients lives.
Every person I deal with is different. My clients choose me because I care. They choose me because I always do what's best for them and I take the time to understand their individual needs. I have a sign hanging in my office that states “now serving client #1”. This is how I want every person to feel in my office or when dealing with me. No one will care more about their clients then I will :) I truly believe this
I have clients all over Canada and everything can be done remotely through zoom or online now:)
Everything can be done remotely if you choose! So there is no need to come into the office. It really comes down what ever makes you most comfortable
4.94/5.00
based on 202 reviews
The average rating for Bark Financial Advisors in Airdrie is 4.94, based on 202 reviews.
