Membership Type: Advisor
Jennifer Gunning
Kim Anh Nguyen
BRIAN WARD
By Design Financial Services specializes in creating tailor-made financial strategies and plans regardless of the size or shape of your financial situation.
Barbara Wallick
I work with Professional Women who want to have an impact in the world. Who want to understand how they can plan, invest and build wealth in a way that is ecological. After over 3 decade in the Financial Services business with Women and Families I have seen 1000’s benefit from creating a strong Life and Financial Plan. I see the process as self care. What makes me unique is that I use my Certifications in Coaching, Time Line Therapy® and Hypnotherapy to assist clients in releasing old money beliefs and patterns, so that they can rewrite their Money Story to one of confidence leading them to further success. I offer Coaching, Financial Planning, Investment Plans and Insurance. I make your experience not only educational but comfortable, like sitting down wrapped in a warm blanket with a cup of your favourite beverage. I believe working in partnership with my clients, it is your money, your future lets make it the best one it can be. Create a Life you never want to retire from.
Stephane Morteau
Mission and Value:
Simplicity | Listening | Solution
Our mission is to listen to you, explain financial concepts in plain language and develop strategies and solutions suited to your needs.
I have been working in the financial industry since 1988 and I have been a mortgage broker with Hypotheca, Agence Hypothécaire Inc. since 2001.
My team and I will revise your customized plan on an ongoing basis to help you meet your life goals. This is an ever-evolving process, because life is a unique adventure.
“Hope is not a strategy…”
Jeffrey Yopyk
My passion is education; my goal with each meeting is to teach you something new about the financial industry. Making sure you understand your options before making an informed decision is what I do. I understand there is no “one-size-fits-all” approach to financial planning, so I provide recommendations customized to your unique situation.
Trevor Wright
I am an insurance and investment advisor.
What you see is what you get.
Shorts, sandals, dad jokes are what I am made of, but when it comes down to business the serious face comes on and you know what you are going to get and that is the inspiration to get you to where you want to go.
My methods may be out of sorts with Bay Street advisors and that is because I am not a Bay Street advisor. I may use Bay Street advisor tools in the same way many carpenters use Estwing Hammers, however we craft things differently.
Fred Schwed wrote a book many years ago called ‘Where Are the Customers’ Yachts?’ about greed on Wall Street. I wonder about the same question often, when I hear about people who have lost money, or are paying too much, or haven’t heard from their advisor and yet their advisor is living in a million dollar home, driving an expensive car, golfing twice a week, and can never return phone calls, all while the client struggles to put $200 per month away to save for their ‘retirement’ because that is what their advisor said they need to do…and that was nine years ago when they last met with them.
This is what Wright Wealth does differently. That is what I do differently.
Support local businesses. Support environmental initiatives.
Support small businesses globally. Support those who need support.
Be Inspirational.
If the table isn’t big enough, don’t turn someone away. Make a bigger table.
This is financial wellness done differently
Joanne Shaw
As a Certified Financial Planner (CFP) I take a wholistic approach to financial planning. I offer a consultative approach to investment and insurance products which will move clients towards their financial goals. I am very pleased to offer investment solutions that also support a sustainable world. I offer an initial free 1/2 hour consultation for anyone seeking a second opinion on their investments or just seeking financial knowledge.