JIM WEIR

Faced with a complex array of financial products and services, managing money has become a difficult challenge in recent years. You may be looking for a balanced investment portfolio, growth or a plan that generates income. Perhaps minimizing income taxes, or estate or retirement planning are important to you. You may not even be certain what you need... Regardless of your situation, I will conduct an in-depth review of your specific circumstances before making any recommendations or suggestions. My most important job is to listen - to understand you and your family's investment needs, and to work with you to set out long-term investment objectives. I will work with you to define your tolerance for risk, and develop realistic and achievable investment objectives that are based on your needs and comfort level.

Primary location: Red Deer Canada