Business Profile- Mission
Since 1961 the founder of Professional Investments has mentored a group of people who share a common goal of helping clients secure a healthy financial future.
We are committed to making the possible a reality by building relationships, personalized service and proper planning
Our unique perspective helps our clients grow and keep their wealth through the selection of professional managers that participate and benefit in the ownership of successful businesses that supply the needs of the population.
“Experience proves that Balance, Diversification, Time and Good management are the recipe for successful investing”
So true, with helping and enjoying the accomplishments with my clients and includes everything I personally try to accomplish in my everyday living.
I enjoy being active, coaching minor hockey and having lots of giggles, laughs, hugs and kisses with family and friends.
-understanding your financial goals, obstacles and interests
-maintain objectivity, manage risks, and tax-smart investing
Dementia Friendly Professional
We know, given the aging population, this will occur with some clients. Advancing age is the number one risk factor for such conditions as dementia and Alzheimer’s disease
I create a safe and trusted practice / environment to prepare my clients along with family members in dealing challenges with financial management.
-Registered Retirement Savings -RRSP’s
-Registered Retirement Income-RRIF’s
-Locked-In Retirement Accounts-LIRA’s
-Tax Free Savings Accounts-TFSA’s
-Life, Disability and critical Illness
- Long Term Care
- Segregated Funds and Life Annuities
"We plan the creation, enjoyment and transfer of multi-generational wealth, for motivated people."