As a financial advisor and a Certified Financial Planner, Bote's mission is to provide clients with the information and knowledge they need to make educated financial decisions. To accomplish this, he combines his experience in the financial services industry with his ability at Raymond James to offer the full spectrum of investment products available, including GIC's, bonds, stocks, flow-through shares, managed money and insurance products.
Blending integrity, hard work and a willingness to listen to each client, Bote is dedicated to assisting clients to meet their financial needs. His core mission is to develop, implement and monitor appropriate plans for his clients based on their goals and risk tolerance, believing each client's needs and financial goals for the future are unique.
Bote immigrated from The Netherlands in 1981. Prior to becoming a Financial Advisor, Bote owned and operated a hardware store and a chicken farm. He feels that his past business experience has helped him gain a deep understanding of issues that his business clients deal with, whether it is with concerns succession, retirement or estate planning.
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™.
