Looking For A Financial/Investment Advisor?
Trust Colette Epp
My name is Colette Epp, and if you’re in the market for someone to manage your financial future, I can work with you to determine a solution for any goal you have (I can even help you develop effective goals!)
I promise you that, throughout all the years that we work together, you will never find another Financial Advisor who cares more about you and your family; I am deeply committed to the fulfillment of your financial goals.
I promise to invest your capital as carefully as I do my own, because I know that your hopes for your family's future are every bit as sacred to you as mine are to me.
I will always tell you the plain, unvarnished truth, even when you may not want to hear it. I will answer your questions to the best of my ability. If you ask me a question and I don’t have the answer, I’ll find it!
If we work together in the spirit of mutual trust, there's nothing within reason that we can't accomplish. With my expertise, loyalty and an ongoing plan, we will build a brighter future for you and your family.
Here are some of my areas of expertise:
- Financial planning
- Wills and will planning
- Estate consultation
- Insurance assessment
- Charitable giving
- Taxation management
- Retirement planning
- Education savings
- Credit & lending
- Family trusts
- Wealth transfers
- Strategic tax-minimization review
- High-net-worth planning
Because the various aspects of managing wealth are all interconnected, I help to create a total, coordinated wealth management strategy that addresses the financial concerns at each stage of your life:
- Accumulating wealth – growing assets for future goals like retirement
- Protecting wealth – maintaining assets to protect financial well-being
- Converting wealth – creating an income stream to live an ideal retirement lifestyle
- Transferring wealth – creating a lasting legacy for family and other beneficiaries