A thoughtful, attentive advisor, Thane Fletcher’s underlying mission is to develop, implement and monitor appropriate plans for his clients based on their goals and risk tolerance.
With a willingness to listen to the unique needs of each client, Thane is dedicated to assisting his clients and their families in meeting their financial needs.
Services
Offering a wide range of investment services, Thane is committed to helping you achieve your financial goals and dreams. Specializing in retirement planning and investment strategies, he works with clients to design investment portfolios to meet their individual needs.
Quality of Service is a primary goal for Thane and whether you need to meet a short term goal or a comprehensive retirement plan, he will put you – and your needs – first.
Experience
Prior to making the transition to the financial services industry, Thane worked in the technology sector for 16 years with several multinational firms. Thane has worked in financial services for 22 years with 18 of those years as a Financial Advisor with Raymond James Ltd.
Education
Thane has his CFP, CIM certifications and his insurance licence. A firm believer in continuing education, Thane enhances his experience through course updates and seminars.
Family/Hobbies
Originally from Sudbury, Ontario, Thane currently resides in Georgina, Ontario. When he is not working with clients, Thane enjoys the outdoors, cycling and time with his family.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
