Reserve fund investing · Holohan Financial Group · Scotia Wealth Management
Description: When the investment planning process is done well, you feel it, and I feel it. It doesn’t matter if it’s a family or a corporation: there is a palpable sense of relief in the room when it’s clear that you’re on the right track.
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When the investment planning process is done well, you feel it, and I feel it.
It doesn’t matter if it’s a family or a corporation: there is a palpable sense of relief in the room when it’s clear that you’re on the right track.
When I began my career as a Wealth Advisor I had a vision to provide trustworthy and astute financial advice to clients who value the importance of trust, transparency and integrity in a relationship. What quickly developed was a relentless passion for what I call a ‘stewardship’ mindset: a conviction that the only way to serve our clients is to care for their financial affairs as though they are our own.
Reserve fund investing · Holohan Financial Group · Scotia Wealth Management