Experience

Dream Harbour Wealth Advisors

• Canada
• Financial Services
• 1 - 100 Employee

• President and Senior Wealth Advisor at Dream Harbour Wealth Advisors

  • Feb 2022 - Present

  OUR BRAND FOUNDATION Core purpose – why we do what we do Because everyone’s dreams should be safe. Vision – where we are going, and how we’ll know we’re there To give more than we get. Mission – what we do every day to get there We meet you where you are in life, and take you where you want to go. Position – how we are different Total Package Planning™ Character – our voice; how we act and look • We do what we say we’re going to do • We treat clients like friends and family – like VIPs. • We are patient • We are disciplined • We are friendly • We are kind • We ask questions and we listen to you and your answers • We are on time • We are always up to date • We are straightforward • We communicate clearly, confidently and quickly • We dominate the details • We work hard • We stick to a schedule • We never tell clients what to do, but we make our recommendations very clear • We never promise what we can’t deliver • We never stop exploring new opportunities for our clients • We always support each other – our clients and our team Values – what we believe; our principles • Every client should always feel safe • There is never a stupid question • There is always a solution • Clients should always understand what they are invested in, and why • Every dollar should be working hard • Whatever the question, Total Package Planning™ is the answer • We take care of our clients, and they take care of us Reasons to believe – why someone should believe in this brand • More than 90 years combined of knowledge and experience • Champions of comprehensive financial planning, driven by state-of-the-art software, since 1990 • Celebrated by our clients as “the total package” in terms of knowledge, communication, integrity and results, we are, above all, deeply trusted. Show less


Portfolio Strategies Corporation
• Canada
• Investment Management
• 1 - 100 Employee
• Wealth Management Advisor

  • Jun 2007 - Feb 2022