Tim Gendreau
Financial Planner @Stonebridge Wealth Management
Signup · Get unlimited contacts
WORK HISTORY
Financial Planner @Stonebridge Wealth Management
Langley, BC, CA
We help families build safe and secure wealth in an easy-to-understand manner. Our well-defined, easy-to-follow process allows you to navigate a sea of financial choices with an ally at your side. We can help you decide what tomorrow\'s dreams look like, and we will walk you through to that reality. Legal and Disclaimers: https://stonebridgewealth.ca/disclaimers-page
SKILLS
ABOUT TIM GENDREAU
Solving the Wealth Accumulation puzzle for Canadians - each and every day.I have passion for solving the puzzle that is wealth accumulation. Taking a clients current financial situation, flipping it on its head, spinning it around and looking at it from all angles allows me to identify opportunities for tax, debt, investment and estate planning efficiencies.A lot of Canadians justify why they won\'t or don\'t enlist the help of a financial advisor/advisor:Statements:1) I don\'t have enough money.2) I don\'t know a financial advisor/advisor I can trust.3) My plumber is doing it himself so why cant I.4) Its uncomfortable to share my financial situation with a financial advisor/advisor.5) I have a pension plan, I don\'t need other planning.6) It\'s probably to expensive.And although I don\'t have enough room here to address all of the above let me touch on a few:#2 - Newspapers revel in pointing out the bad apples in our industry. However constantly shining a light on the less than 1% of bad apples in the industry, although it sells papers, actually does Canadians a tremendous disservice. The msg they should be reporting but aren\'t is *Canadians that work with a Financial Advisor have on avg 410% more assets at retirement than those that do not. You would think that should be equally as newsworthy.*2011 Ipsos Reed poll.#3 What the plumber isn\'t telling you is \"You don\'t know what you don\'t know\" because neither does he.even with the over abundance of information available at the click of the button, Canadians have never been less informed because of the complexity of creating a plan that works specifically for their situation (analysis paralysis). I can be a resource for you and the people you care about.If your currently working with an financial advisor/advisor that is great news. But remember, from time to time assess the value you are getting from your current relationship and make sure it is still a good fit moving forward for you and the people you care about.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.