Leadership

Our Commitment: To Provide Leadership that Ignites Positive Change

You might think the majority of our clients come to us with the problem of how to manage their investments. They've saved for retirement and their children's education. Generally, they feel good about where they're at financially. But now, their portfolio has grown to the point where they need help managing it.

While we do get some clients in this enviable position, they're by no means the majority. In fact, most of our clients, while they may have some savings and investments, are unhappy with their finances. They regret not saving more. They're embarrassed by their debts. They worry about the future.

It's Never Too Late

It's become a cliché, but it's true:

A journey of a thousand miles begins with a single step

            — Chinese philosopher, Lao Tzu

As financial advisors at Pedersen Group Wealth Management, we know it's never too late to make positive changes. And we'll work with you to develop a realistic, do-able plan so you can take positive action. But you have to take the first step.

Yes, You Can Do It

Why are we so certain you can succeed (even when you think you may not)? Because we've seen it happen time and time again. Most clients come to us with many financial regrets. But by working together, and sticking to a manageable plan, they come to feel in control of their finances. And they get closer to reaching their financial goals than they ever thought possible.

Those first few steps are especially important because of the power of momentum, a subject of one of our earlier posts. Momentum is the "secret ingredient" that can get you un-stuck and moving in a good direction.

So give us a call to set up a meeting or talk about your situation. By calling (or heck, even by reading this blog article) you could be taking that all-important first step to initiate momentum and get the journey started.

 

This article was prepared solely by Darren Pedersen who is a registered representative of HollisWealthTM (a division of Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada). The views and opinions, including any recommendations, expressed in this article are those of Darren Pedersen alone and not those of HollisWealth. 

Pedersen Group Wealth Management is a personal trade name of Darren Pedersen.