Financial planning to help you reach your destination
“Planning is bringing the future into the present so that you can do something about it now.”
Alan Lakein - Author
What we do
Whatever your destination in life looks like, we act as your guides by helping you navigate your finances and obtain financial freedom. We try to understand you as a person and explain things in a way that makes sense and is easily understood.
The process
We create financial plans for our clients that act as a roadmap to your financial lives, then provide investment and insurance products to fill the gaps identified by the plans. We then regularly update those plans, so you are always “heading in the right direction”.
What’s with the beach theme?
When Jeff launched We Listen Financial in 2007, he didn’t want a cookie-cutter financial planning practice. People see themselves vacationing at that beach, or retiring and spending winters on that beach, or owning property on that beach. Our goal is to make the process of you getting to your unique destination as stress-free as possible.
What if your investments could help protect the environment?
Clients of We Listen Financial benefit from FREE access to SideDrawer, Canada’s leading digital document vault. Through SideDrawer, clients can use the web or mobile app to share and store sensitive, private, and/or confidential information. SideDrawer’s easy-to-use platform can help improve your cyber exposure while storing and organizing all your important documents.
