We pride ourselves with the fact that we offer individual, unbiased advice for our clients. When Glenn entered the financial services industry 35 years ago it was enough to sell RRSP's and life insurance. Today the environment is dramatically different. Clients demand and deserve that we continually increase our knowledge and offer advice and products in many different areas.
Specifically, Glenn has satisfied all of the requirements and has agreed to abide by the Code of Ethics
of Financial Planners Canada. He obtained his Certified Financial Planner designation
which is awarded to a small percentage of Financial Planners in Canada.
Glenn also attained his Elder Planning Counselor designation in 2007. Glenn has committed himself
to not only maintain his education but to increase his knowledge regularly for the benefit of his clients in Red Deer and all of Alberta.
Over many years we have obtained contracts and developed relationships with many Investment
and insurance companies and continue to do so. Why?? It's important that we have access to
many different financial institutions for the benefit of our existing and prospective clients. By fostering relationships with institutions and other financial professionals we can also refer additional
services to our clients.
How Do We Add Value?
Glenn Devereaux CFP, EPC
Certified Financial Planner
Elder Planning Counselor