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AA Wealth Management profile image
A

AA Wealth Management

A SNOWSTORM CHANGED MY LIFE. Here’s how: My career started in IT. Many people said to me, “You’ve got a dream job!” But I often thought, “If that’s true, why do feel so empty?” Then, one morning, I had to drive to work in a snowstorm... so thick I could barely see the road. I remember thinking, “WHY AM I RISKING MY LIFE, FOR A JOB THAT HAS NO MEANING?” I realized; I don’t want to work behind a screen all day, or work with machines. I want to make a difference in the lives of people . So, I went home, sat down, and wrote the pros and cons of MY DREAM JOB and landed on FINANCIAL PLANNING. But I knew I couldn’t work for a firm that was focused on product quotas. I needed one who was 100% focused on their clients’ best interests, 100% of the time. And that’s what I’ve found at IG. Today, I work with professionals in accounting, education, engineering, and mining. I NEVER SELL A PRODUCT. INSTEAD, I OFFER SOLUTIONS THAT ALIGN WITH THEIR GOALS AND VALUES. I’m happy to say that over the years many clients have become great friends and trust me enough to refer their kids and grandkids to me. HELPING THEM ACHIEVE THEIR GOALS IS WHY I DO WHAT I DO. And when we work together, I promise, YOUR BEST INTERESTS WILL ALWAYS BE MY NUMBER ONE PRIORITY.

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a professional

What do you love most about your job?

Offering choices for our clients that make it easy for them to implement, leaving them with a renewed feeling of empowerment

What inspired you to start your own business?

Ultimately, we know that there is an easier way to make these financial decisions, and ultimately with the right decisions, there is an outstanding outcome for you and your family.

Why should our clients choose you?

1. We Care deeply about our clients
2. We Clarify, Educate and guide our clients in our process to help them make the right financialdecisions
3. We Offer choices for our clients, and make it easy for them to implement, leaving them with a renewed feeling of empowerment

Can you provide your services online or remotely? If so, please add details.

With the onset of Covid-19, our business has pivoted to offer our full service using teleconferencing technologies for our meetings, and DocuSign technology for our documentation, so no in person meetings are required.

What changes have you made to keep your customers safe from Covid-19?

With the onset of Covid-19, our business has pivoted to offer our full service using teleconferencing technologies for our meetings, and DocuSign technology for our documentation, so no in person meetings are required.

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Reviews

5.00/5.00

based on 18 reviews

The average rating for Bark Financial Advisors in Greater Sudbury is 5.00, based on 18 reviews.

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