I work for TD Private Wealth Management. As a Wealth Advisor, I represent three main buckets: 1. Private Banking 2. Investment Management 3. Private Trust. As a Wealth Advisor, I regular meet new clients, plus go through a re-discovery with existing clients to better understand their wealth requirements. Being able to have a conversation in regards to estates/trusts/Wills is important, that would lead to referrals to my Private Trust team.
As a Wealth Advisor, I have my CIWM (Association of International Wealth Management), CSWP (Chartered Strategic Wealth Professional), PFP (Professional Financial Planning) and the FCSI (Fellowship of Canadian Securities Institute). Adding the CEA will truly enhance my knowledge as a Wealth Management professional.
As a Managing Partner of Access Credit Union, I manage all Member Facing employees. We take pride in assisting our members with all their banking needs and also act as advisors. Our DSR's and MSS's deal with many estate situations. As Manager, I assist with estates and speak with many families going through this difficult time in their lives. I provide guidance to all employees, so they are able to better handle the estate.
We are proud at Access Credit Union for the service we provide to our members. We are unique in that we serve many small communities, getting to know people on a personal level vs. large communities where you may not know everyone. People like to know that they can come to us, and we remember their name and their family member's names! They have a direct number where they can contact us, and we respond quickly.
Barry Soper, Certified Financial Planner, and licensed financial advisor since 1998, is a seasoned professional with 25 prior years of experience in business, mortgages, real estate investment and development, giving him the depth of knowledge and life experience needed to help his clients achieve financial security - For Life.