1175 Douglas Street,
My first goal is to develop client relationships. By understanding each of my client's unique situations, I am able to find investment strategies which are suited to their life style, both now and in the future. My clients should always be educated on their current investments as well as possible opportunities for the future. Of course my client relationships work both ways, just as I keep them up to date on the increasingly complex investment world, I want my clients to keep me informed on their future goals and aspirations.
My approach is simple; I'm focused on long-term growth while putting a premium on maintaining current capital. I do this by investing in strong dividend paying corporations. If I'm going to invest your hard earned money in a company, then I feel you should be getting paid a portion of the profits. Please feel free to browse my website and have a look at some of the Market Commentary provided by our renowned research analysts at Raymond James Ltd. If you have any questions, or wish to set up a meeting, I can be reached by phone at (250) 405-2448 or by email at email@example.com.
About John Thomas
With more than 23 years of experience in the financial industry, I advise clients on a wide range of investment products and strategies. It's all that experience which allows me to navigate the markets no matter which way they're going. I was born and raised in Victoria, BC and currently live in Shawnigan Lake with my family. I am a very active member of the community and spend much of my time outside of the office involved in Rotary and am a past president of the South Cowichan Rotary. Among other things, I enjoy sailing and golfing in my spare time.
I provide clients at all stages of their lives with financial advice and strategies. Whether you're just beginning to accumulate wealth, trying to achieve financial comfort, planning for retirement or already in retirement I would like to work with you to try to achieve your goals. It is important for me to develop long-term relationships with my clients because the more I know about you, the better equipped I am to help guide you through each financial stage. If you're interested in seeing if I'm the right fit for you, or if you just want to pick my brain, feel free to call and set up a meeting. I'd be happy to meet with you and discuss your future.