Introducing Angela Crowe
To be financially successful you must have goals. My purpose is to help you identify and achieve those goals. Success in my business is built upon the foundation of trust that I build with my clients.
The ability to build wealth over time, while reducing risk, is enhanced through the investment strategies of asset allocation and diversification. This way, one increases the potential of acquiring steady profits, while reducing the chances of losing money on a bad investment. Trying to make the proverbial "killing in the market" can lead to anxiety and defeat one’s purpose for investing in the first place.
It’s not what you make in bull markets that determines your investment success; it’s what you keep during the bear markets.
I believe in providing personalized service to all of my clients. We start by discussing your objectives, children, dreams, goals, values and anything else that will shed light on your financial goals. I focus on safety, liquidity and risk tolerance. I will then customize a financial strategy for your unique needs. With the help of the Private Client Group of Raymond James Ltd, I provide a full array of financial services to my clients, including:
- Investment Management
- Financial Planning
- Estate Planning
- RRSPs, RRIFs, TFSA
- RESPs
- Tax Advantaged Investments
Born and raised in Prince George, I was instilled with a keen interest in the financial market at an early age. I entered the financial industry in 1992 and have held various positions relating to financial planning, client service and marketing with major investment firms.
Education
I hold the Financial Management Advisor (FMA) designation from the Canadian Securities Institute. Earning this designation required advanced coursework in a broad range of financial planning issues, from investment management to estate, tax and retirement planning.
If you would like discuss the benefits of a full service financial advisor, I invite you to contact me to schedule a complimentary, no-obligation consultation.
