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financial advisors langley bc
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What I do Business philosopher and author Jim Rohn says, “The legacy we leave is part of the ongoing foundations of life. Those who came before leave us the world we live in. Those who will come after will have only what we leave them.” Duncan IronmanI’ve competed in over 100 triathlons, 24 marathons and numerous road-racing events (5k, 10k, Half-marathons). I stay active to challenge myself so I can face the mountain, as I like to say. It’s my driving energy as a financial advisor so I can dedicate my purpose in life: helping clients reduce their exposure to risk, and ultimately plan for retirement. In my family, I’m the third generation in the field of life insurance. I didn’t understand the value of life insurance until after I was sidelined for nearly 18 months after the loss of my son from Leukemia. This devastating, emotional loss made me realize the imperfection of life. The impact on my retirement was significant after this loss. We don’t know what’s around the corner, but we can be better prepared for life’s imperfections with the help of insurance products. I help clients understand how a well-design risk-management plan supports their goals and dreams, create wealth, defer taxes, distribute their estate and magnify their legacy Insurance is an integrated tax planning system to shoulder your risk and plan for tomorrow. I’m a strong advocate of educating people and helping them understand how estate and tax planning can create a legacy and continue to protect, support and encourage others to further what is important to you.
8837 201 St Unit 100, Langley, BC, V2Y 0C8
At Investors Group, we know that today, good financial advice is more important than ever. We take a long-term approach to planning. We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track. We believe that building long-term relationships with clients is the best way to help you and your family to explore the financial options that are best for you at each stage of your life. Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – we will work with you to develop a plan to help get you there.
5-4044 200B St, Langley, BC, V3A 1N9
20353-64 Ave 218, Langley, BC, V2Y 1N5
213-9440 202 St, Langley, BC, V1M 4A6
20120 64 Ave 100, Langley, BC, V2Y 1M8
140-5769 201a St, Langley, BC, V3A 8H9
9440 202 St 204, Langley, BC, V1M 4A6
20385 64 Ave, Langley, BC, V2Y 1N5
96 Ave, Langley, BC, V1M 3C6
198 St Unit 106, Langley, BC, V2X 2E3
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