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Fully Independent Investment Company, specializing in financial planning, investment management and insurance solutions.
I enjoy the interaction with individuals and families with the introduction, maintenance and review of their financial goals and needs. The partnership that develops in the long term nature of the these relationships.
I had a number of people who encouraged me to start this career 18 years ago based on my ability to understand and communicate financial and investment concepts in simple language.
I try to develop individual plans for each household based on their needs and future goals using proven investment strategies, prudent financial concepts and sound objective advice. Being truly independent from selling proprietary investments or insurance, I work for each client rather than for a financial institution.
Yes, I provide most of my services remotely today. My office is in Penticton BC, however I travel to meet existing clients in BC, Alberta and Saskatchewan if required.
This question should be, " What changes have you made after Covid 19". The biggest change is most of the communication is remote either phone or email conversations. I use Whatsapp, Facetime and Teams to video conference.
5.00/5.00
based on 11 reviews
The average rating for Bark Financial Advisors in Penticton is 5.00, based on 11 reviews.
