Since 1987 I have and continue to work with hundreds of people just like you in making wise
decisions on all aspects of financial planning. These include investing, saving, tax reduction and
insurance protection which are all pieces of a solid Financial Plan. I believe, time is the most
effective teacher and am absolutely convinced that there is nothing more valuable than experience.
Mine is at your disposal for all your financial decisions.
The people I do the best work for as a Financial Planner are those that have a very balanced view on life. My most successful clients view money as a way to gain lifestyle freedom. A means to experience the many things that life has to offer. If you enjoy gathering and absorbing all kinds of financial information on a daily basis then I'll give it to you straight. I probably won't give you the excitement you thrive on. If on the other hand, you want a Financial Planner who will help in building your financial health piece by piece, with care and consistency, year in and year out, then I believe we could work together perfectly.
If you:
A) Don't have a Financial Planner
B) Believe your financial life needs more attention
C) Are not happy with the the Financial Planner or Advisor you are working with or,
D) Are just plain tired of changing Financial Planners as often as you change your socks, then...
I welcome you to drop me a note by e-mail to carey@careyvandenberg.com or call 604 541 2690. There is no obligation of course as our relationship has to be a very comfortable one. I think we will find that out soon enough.
If your goal is the same as mine, to develop a successful relationship that lasts a lifetime, then I look forward to your call.
Sincerely yours,
Carey Vandenberg
Chartered Financial Planner
P.S. You aren't sure just yet about an initial conversation or meeting? Here are some testimonials from a cross section of my clients from all over the Lower Mainland, from Vancouver, Burnaby through Richmond, South Surrey, White Rock B.C. .... and beyond.
P.P.S. Still need some time to decide? Take all the time you need. I want you to be comfortable and I'll be here when you decide it's time. In the interim, I suggest you subscribe to our "e-loop". Some of my most successful client relationships have come after years of receiving regular correspondence from me. Subscribe to our "e-loop" and you too will get timely information from me directly, including our bi-monthly financial newsletter
'mutual gains' .
The people I do the best work for as a Financial Planner are those that have a very balanced view on life. My most successful clients view money as a way to gain lifestyle freedom. A means to experience the many things that life has to offer. If you enjoy gathering and absorbing all kinds of financial information on a daily basis then I'll give it to you straight. I probably won't give you the excitement you thrive on. If on the other hand, you want a Financial Planner who will help in building your financial health piece by piece, with care and consistency, year in and year out, then I believe we could work together perfectly.
If you:
A) Don't have a Financial Planner
B) Believe your financial life needs more attention
C) Are not happy with the the Financial Planner or Advisor you are working with or,
D) Are just plain tired of changing Financial Planners as often as you change your socks, then...
I welcome you to drop me a note by e-mail to carey@careyvandenberg.com or call 604 541 2690. There is no obligation of course as our relationship has to be a very comfortable one. I think we will find that out soon enough.
If your goal is the same as mine, to develop a successful relationship that lasts a lifetime, then I look forward to your call.
Sincerely yours,
Carey Vandenberg
Chartered Financial Planner
P.S. You aren't sure just yet about an initial conversation or meeting? Here are some testimonials from a cross section of my clients from all over the Lower Mainland, from Vancouver, Burnaby through Richmond, South Surrey, White Rock B.C. .... and beyond.
P.P.S. Still need some time to decide? Take all the time you need. I want you to be comfortable and I'll be here when you decide it's time. In the interim, I suggest you subscribe to our "e-loop". Some of my most successful client relationships have come after years of receiving regular correspondence from me. Subscribe to our "e-loop" and you too will get timely information from me directly, including our bi-monthly financial newsletter
'mutual gains' .
New Info
If you are feeling a bit uneasy, nervous or unusually uncertain about the markets today and the state of your own portfolio I encourage you to watch a video commentary by Dixon Mitchell Investment Counsel, a firm I use to make investment decisions on a portion of some of my clients portfolios. I hope it gives you a bit of foundational perspective to put your mind at ease.
Questions? Do you want to set up a meeting? Call or email me directly.
Carey
PS. Do you want useful and timely ideas by email? Subscribe to the "E-Loop" below.
Questions? Do you want to set up a meeting? Call or email me directly.
Carey
PS. Do you want useful and timely ideas by email? Subscribe to the "E-Loop" below.
