Having a solid partnership is essential to effective wealth management. We both agree to make your wealth management a priority and will keep each other informed of any new developments that might affect these strategies. We will also agree to take time to regularly review what matters most to you. We will always work together in the spirit of mutual trust, respect, and understanding. All of these reflect on what our clients say about us.
Wendy Cooper has been our financial advisor for over 20 years. During those years, her service has been exemplary. She has educated us on our approach to saving for retirement and answered questions around handling finances in general as it relates to retirement planning. In retirement we are informed of the ups and downs of the investment world and how it affects our pension funds which is much appreciated.
We have been grateful for Soterra’s annual educational events… they have been very informative. An example was a presentation on what it means to be an executor and another that addressed the importance of wills, power of attorney, health directives, etc.
Soterra has a wonderful team, and we are happy to have them in our corner.
~ MC & DG, Saskatoon
I have worked with Tammy Richmond for the past eight years, and over 30 years with one of her colleagues who retired. After my husband got sick, I was constantly worried about our financial future. I used to worry that I didn’t have enough money until Tammy reassured me and explained my investments in a way that I finally understood. She helped us create a comprehensive financial plan that includes investment management, retirement income planning, estate planning, and life insurance.
Since the passing of my husband Tammy has helped to ensure that all of my financial needs are being met, I have grown my TFSA, opened RESP’s for grandchildren, and added another life insurance policy to help with protecting my estate.
Tammy does an excellent job of understanding her clients and builds the financial plan by getting to know you. Her expertise and personalized approach have given me financial confidence, well managed investments and I have complete trust in Tammy.
I highly recommend Tammy and the Soterra Team.
~ VN, Prince Albert
Jason and I have worked together for many years with respect to my insurance and investments. Our initial planning interaction took place in 2000. He was able to set me up with some basic life insurance based on my needs at the time. We also started some small investment planning to get me started for saving long term.
As time evolved and our needs and goals changed, we started taking a more goal-based approach to both planning for insurance and retirement. Jason implemented various needs analysis tools to determine our retirement, insurance and estate needs. Based on our goals for retirement and utilizing various risk assessment tools, he developed recommendations and produced retirement income projections for my us. He put together a full plan with a portfolio that both fit our risk and income objectives going forward.
Based on those recommendations, over the years with continuous reviews and updates we continue to grow and assess our retirement and insurance goals. Jason provides us with regular updates on the accounts and is always providing feedback and suggestions when needed.
~ W.H, Regina