PERSONAL SNAP SHOT
About: Ela, originally from Montreal married her husband in Switzerland and moved to Coquitlam with their son in 2013.
Interests: Outdoor enthusiasts, they enjoy young family fun in our rainy city, doing lots of activities such as skiing and mountain biking.
Likes (If you had more time, what would you do more of): Building relationships and being an active part of my community.
Loves (can’t live without): Family, they are my everything. So too is health and having an alert life.
Started as a Financial Consultant in: 2014. Has over 25 years in fashion retail and small business management.
One-piece of advice for your clients: Make wise choices. Like going to the doctor, you need to check up on your financial health. Your accountant works on the past, while the financial planner looks to your future. Consultations are complimentary for quality advice without judgment and details are shared in complete confidence.
Why Investors Group? Their company culture! They are supportive of me and my business. They provide me with competitive tools and a team of highly qualified specialists. They provide valuable training and expect their consultants to always put the needs of the client first. All consultants are required to be Certified Financial Planners (CFP).
Q & A
1. What differentiates you from the Financial Consultants in the Greater Vancouver area?
My genuine desire to help people grow and protect their wealth. I don’t judge. I don’t segment. I am fully engaged with my clients.
2. What do you think clients look for in a Financial Consultant?
Trust. Someone who won’t let the ball drop and who looks for solutions. That they have dedication to the relationship and are knowledgeable, caring and sincere. They look for professionals who don’t waste their time and who will not abandon them.
3. How do clients describe you and what’s your best feature?
Friendly, trustworthy, reliable, honest and at the same level as them. I believe my best feature is that I am genuine.
4. What inspired you to be a Financial Consultant?
It kind of fell into my lap but made sense as I am a people-person who enjoys helping others better their lives by matching their needs with the right solutions.
5. What do you love most about your job?
Meeting people, understanding their goals and concerns and helping them achieve or overcome them. I want my clients to enjoy their lives every day knowing I’ve got their back.
6. What is the hardest part of your job?
Time! More time! Juggling family life with financial planning is a challenge many families face in today’s fast-paced world – the trick is good planning!