As an independent Mutual Fund Broker as well as a Level 2 Life Insurance and an Accident and Sickness Insurance Agent I can offer a full range of unbiased financial advice and services. I get enthusiastic about finding ways to help my clients achieve greater levels of financial success. And financial success itself can mean very different things to different people, even at different times. I believe thoroughly in the concept of “Know Your Client” . Thus, I expect clients to keep me informed of significant changes in their lives so I can always offer the best advice, given all the information. My business degree (BCom) from the University of Alberta, my personal small business experience and the knowledge gained in earning the CFP designation all prove useful in understanding the needs of my clients on a daily basis. A firm commitment to continuing education keeps me informed of cutting edge solutions in today’s ever-changing world. With their cooperation and commitment, I can help my clients take responsible steps to reaching their preferred state of well-being. Financial Success is A Journey…Not a Destination
Insurance products available through Glen Caton.
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.