Who: John Wolff, Investors Group
What: Financial consulting
Where: 305 – 2963 Glen Drive, Coquitlam
As a financial consultant, I partner with individuals and small business owners to identify where they are at today, what goals and milestones they want to reach in the future and then develop a plan with the strategies to achieve their goals and continue to update and revise the plan as life happens.
My favourite thing about what I do is working with people and developing long term relationships. Since I get to decide who I will work with as clients, I am always working with people I like. Working in the Tri-Cities, I see a diversity and people of cultures. There’s a sense of community and support for everyone who lives here.
Investors group offers a range of services including comprehensive planning including cash management, asset management, risk protection, tax planning, estate planning, and lifestyle planning. My biggest piece of advice to anyone is to keep it simple – have a plan, stick to the fundamentals you will get to where you want to be.
John Wolff, Financial Consultant, Investors Group