Let me tell you a bit about myself and my company. My name is
My role as your financial planner is to find ways to increase and/or protect your net worth using the most current and innovative financial concepts and products available. On a personal note - I am married with two wonderful grand kids. I also have been with the Piper Creek Optimist Club for 25 years, Honor Club President, a Hockey and Baseball coach, and I am a service dog handler at Red Deer Hospital.
As you read through our site and get to know us a bit better, you'll see that myself and the Devereaux Financial team are dedicated to helping you to improve your financial situation, lifestyle and protect your assets, both now and in the future.
You'll also notice, through our partners, that we offer "alternative" investments that you won't see at your bank nor mutual fund Salesperson. We believe that products not directly related to stock markets should form a part of most portfolios.
Lastly, as an independent broker of financial services and products we are not "tied" to any particular investment or insurance solution for you. Simply put, that means that we are working for you, our clients, to provide you with the best advice, products and ongoing service available.
I’m passionate about helping my clients with diversifying portfolios, managing assets, and reducing financial risk.
My goal? To safeguard the dreams you strive to achieve and the assets you have worked so hard to accumulate. I offer proven financial strategies designed to meet your risk tolerance and hedge against market volatility.
"It's as important to protect capital as it is to earn attractive returns!"
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
5114 58 Street, Red Deer, Alberta T4N, Canada
Monday - Friday: 9am - 5pm
Saturday: By appointment