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.
"We have dealt with other financial institutions and planners over the years, and have always felt somewhat disappointed in the service we had received but with Wendy, we have been happy since day 1! She does what she says she is going to do when she says she will be doing it, and we are always aware of what is happening with our investments. She works with my children, and is so good at helping them organize and plan for their future. I rate Wendy a 10 out of 10!"
“Tammy has been our financial security advisor for the last 6 years. She listens to her clients and she cares about her clients. She understands the service she provides plays an integral part in her clients’ lives, and she doesn’t take that responsibility lightly. Tammy has shown us that she believes in educating her clients so they can make informed decisions about their financial plans. She takes the time to explain all of your options and makes recommendations based on your individual situation. She has an incredible ability to simplify complex concepts so that you understand what is happening to your money. She is thoughtful, thorough, and provides us with incomparable customer service. We trust her completely. She’s the best financial planner we have ever worked with.”
"Since meeting with Tammy four months ago, I have been achieving the monthly financial goals I have been struggling to attain for the last five months on my own. We worked quickly on a budget that I thought fit my goals and I stuck to it. Meeting with her every month I learned more and more about what it means to "spend what you make". I was very quick to give myself leeway when I went over budget but Tammy in a kind, firm way asked the hard questions while reminding me how important my financial goals were. This has been the best financial education I’ve ever learned and implemented. The concepts are simple but Tammy asks the right questions and frames things to allow you to see that spending money should be calculated and planned. If you don’t spend time thinking about your finances you will never be in the position where you feel you have control of them. I now have a huge sense of pride when I put away my savings first then manage the rest of my month within my budget."
"I am never 'just a number' to Wendy. I know that Wendy is totally committed to our financial goals and what is good for us, not what might be good for her business. She is constantly growing and is very responsive and accountable to her clients, and sensitive to what our comfort level is with financial products. As well, she is a great communicator able to take complex financial concepts and jargon and translate them to what is relevant to us."
"Compassionate, kind, warm, loving and smart are words I’d use to describe Tammy. Above all she has become my friend; she is like a daughter to me. I love her dearly! I first met Tammy in 2016 after my husband passed away. My daughter suggested that Tammy would be a good match for me as my financial advisor. She came to my home for our first meeting and she was perfect. We both cried and told each other stories of my recently deceased husband and her recently deceased dad. She was so gracious to explain everything at my level. I would recommend Tammy very highly to anyone who needs a financial advisor. My life is so much brighter and less worrisome with her in it. She has done an outstanding job with my investments. I am so pleased to call my financial advisor, Tammy, my friend."
"Tammy Richmond is a consummate professional who goes above and beyond. Tammy has been my financial advisor for over five years, but in the last few years, I've gotten to know her on a more personal level. Five years ago my husband passed away and he was the person that handled all the financial affairs, l was totally lost and overwhelmed and when I called and asked for assistance from Tammy she never hesitated and jumped tight in to help me. Tammy was patient and took the time to explain every aspect of the papers that I would need to read and sign and answered all my questions no matter how silly they seemed and offered support and reassurance to me. Recently I need some advice on obtaining a mortgage for a different home (my first time doing this on my own) Tammy came with me and explained everything in my terms of understanding what the mortgage person was telling me. Tammy has not only been my financial officer but a very good friend and sometimes I refer to her was my third daughter."
Soterra Financial Group Ltd