Throughout his skilled life, Joyce served as a Chartered Professional Accountant (CPA) with a specialty of income tax, then as an asset manager at Canada’s largest full-service investment company and today as a Certified Financial Planner (CFP). He brings this mix of experience and knowledge into every customer loyalty.
When Joyce and his wife Sharon don’t work with their five rescue herses, enjoy life in St. Margaret’s Bay on the south coast of Nova Scotia, where the fantastic thing about the landscape is simply exceeded by the heat of their neighbors.
| Services | • Financial planning • Investment planning • Insurance planning |
| Specializations | • Insurance planning • Retirement income planning • Tax planning |
| Payment model | • Fees paid by customers for advice (not based on assets) |
| Languages ​​written and spoken | • English |
Why did you turn out to be a planner?
I at all times believed in the ability of the context. It offers clarity for an issue and/or a situation. As a wealth manager, I discovered that the support of consumers to develop their very own vision for the long run, and as a strategy to get there, each the context and the framework for the choice which might be needed to make their dreams come true.
What is your financial planning approach?
We don’t wear all blue suits. Every customer is exclusive. It is very important to have a versatile process to discover the unique circumstances and goals of every individual customer and adapt to you.
What is your proudest performance as a financial planner?
I am unable to imagine a certain service. Having a customer that I even have helped you to enable you get a greater command of your financial future is confirmation that what we do as a financial planner make a positive difference within the life of individuals.
What would you do if money wouldn’t be an object?
Having and operating a handicraft beer schanery by which I could arrive with the shoppers until the closing time and chat with the shoppers.
What is the perfect money consultation you have ever received?
Slowly and stable with their core investments. Only swing for the fences should you can afford to lose every part.
What is the worst money consultation you have ever received?
“Debt is good” – without the appropriate context.
