Choosing an advisor is an important life decision. With the right advisor, the relationship will last until you retire, and beyond. Over that time your advisor will invest many thousands, and probably millions of dollars of your money. That s why you shouldn t rush into a decision. You should be very clear about the advisor s investment philosophy, the team s commitment to client service, and the resources and expertise of the company behind the advisor. I make sure you have all of this information during our first no obligation meeting that we call a "Discovery Meeting". During this meeting we get to know each other better. I spend a lot of time listening and provide you with a detailed advisor profile, explanation of our services, and a company overview that explains the advantages we offer to our clients. Once you have the necessary information, I encourage you to take the time necessary to choose the right advisor for you. My team s unique combination of personalized service, expertise and choice is hard to beat. My relationship with clients always starts the same way -- getting to know you, clarifying your objectives and developing an investment plan tailored to your specific needs. We then implement selected strategies customized to your timelines and risk tolerances. My bottom line is that I am in the business of taking care of people. I work for clients who want professionals to help them with their financial and life management. In return, my clients are free to pursue what is most important in their life - whether that means enjoying retirement, running a business, developing a career, or spending more time with family.
Don Proteau, CFP & Team is Vancouver-based company (British Columbia, Canada) with a phone number 6046380344. Our data show that the company is located at the address: 650 Georgia St W. The company has a web site: www.donproteau.com.
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