Life Insurance Agent, Summit Financial Planners Inc.
INVESTMENT FUND ADVISOR, INVESTIA FINANCIAL SERVICES INC.
"However you envision your family's future, financial security plays a large role towards ensuring that vision becomes a reality."
Dean's responsibility in your vision is to present sound financial strategies that will provide you with Peace of Mind knowing that your future expectations are achievable. This will give you the Freedom to focus on your family and career.
Dean believes that the financial advising process goes far beyond just investment decisions. Successful planning starts with knowing your whole picture. Starting with your goals, dreams, values, beliefs and general perspective around money, we can use this profile to develop a Customized Solution to fit your unique requirements.
His relaxed, down to earth demeanor makes him easy to communicate with and his promise is to provide practical unbiased information when it comes to your personal wealth management.
"Investment planning is a delicate balance between living for today and planning for the future."
Executive Assistant, Summit Financial Planners Inc.
Wendy began her career in the financial industry in 2002 prior to joining Dean at Summit Financial in 2012. She has proven herself right from the start to be an integral part of the office. Her never-ending smile, vitality and zest for life are something that leaves a lasting impression with everyone she encounters.
Previous to her occupation change she had a successful career in the food industry, a passion which is unlikely to ever leave her. During her time away from the office if she is not puttering in her back yard garden you are likely to find her preparing some treat for the office to enjoy.
Her dedication to ensuring that everyone receives courteous and personal consideration has been a wonderful addition to Summit Financial.