My success as a Financial Advisor is the result of being true to myself. When I started working in the financial industry over 20 years ago, I knew that I wanted to bring ‘heart’ to the business. I learned that clients put a greater value on the relationship with their financial advisor rather than earning the ‘highest’ rate of return on their investments. I also learned that it is important to take whatever time is needed in order to learn what is most important to the individual. Having a clear understanding of what the individual needs or wants is a critical first-step in helping my clients achieve their financial goals.
Since Raymond James is independent, it is able to offer a lower fee structure, so it’s easier for me to provide the affordable products my clients deserve. As a full-service investment firm, Raymond James can provide a wide variety of investments such as stocks, bonds, GICs, ETFs and mutual funds. The actual selection process is the last step of my disciplined approach when working with clients.
We work hard to earn and even harder to save what we earned, so it is important to work with a professional who will help you protect your wealth. To learn more, drop-in to my: Master Your Money Series, the first Wednesday of every month at the Mary Winspear Centre.
DEBORAH REID, FMA, FCSI
Financial Advisor, with Raymond James
#216-9764 Fifth Street, Sidney, BC
email: [email protected]
Raymond James Ltd., Member-Canadian Investor Protection Fund.