“Knowledge, experience and compassion are the three most important fundamentals of having real value to family, friends and those we seek to assist.”
Your Professional Financial Adviser in Kamloops
As a professional adviser in financial and insurance solutions at Goddyn & Associates Financial in Kamloops, I believe there is a deep-rooted responsibility to provide the very best remedies possible to all the individuals, families and businesses who trust in me and the services I offer. To address these needs faithfully and competently, an adviser requires both a broad choice of applicable alternatives and a healthy relationship with providers in the financial and insurance industries. Helping to make and encourage appropriate financial choices has been the foundation of the success of my independent practice for over 20 years. My experience has shown that listening to and identifying client needs is absolutely essential to meeting each client’s requirements and expectations.
After having spent many years as an adviser in the banking sector, the practice of real accountability disclosed to me that representing the best interests of my clients required having access to a much broader mix of alternatives than was available within the constraints of a limited solution environment. I believe all clients are unique and the complexities of their life circumstances can vary significantly. As an adviser, this uniqueness obliges me to have a broad knowledge of all sectors of insurance and investments. This expanded capability permits me to provide my clients with both exemplary service and the right solutions to their financial and insurance needs. To offer anything less than this to my clients is simply not acceptable.
Contact Carol Today
“Choose a job you love, and you will never work a day in your life.”
Your Insurance, Mortgage and Investment Broker in Kamloops
I have had the very good fortune over the last 14 years of being involved in a career that I love. No two days are the same as every one of my clients have unique situations that require one-of-a-kind solutions. Taking responsibility for the financial well-being of those individuals and families, who trust my experience and expertise to give them sound financial direction, is both fulfilling and rewarding. There is a great sense of satisfaction in being a professional financial advisor in the Kamloops community and I fully appreciate the privilege of serving my clients, and future clients, in the most competent fashion possible.
As a mother of a young family and having the responsibilities of a full career in the financial industry working at Goddyn & Associates Financial, I fully understand the balance needed between family life, career and solidifying the future of my family. Developing a comprehensive blueprint for the current and future security of my family is an absolute priority. Doing the same for my friends and clients is simply a natural progression of that responsibility.
Contact Stacey Today
Contact us today to learn how we can help!
Locally owned and operated in Kamloops, Goddyn & Associates Financial Services is your trusted source for insurance coverage and investment planning, handling all aspects of your finances from life and mortgage insurance to RRSPs and benefits. Backed by years of experience, financial advisors Carol Goddyn and Stacey Vair can set you on the right path to financial stability and freedom.
Give us a call or send us an email to request a quote and we will be in touch promptly to arrange a consultation with you.
We understand your time is valuable! Evening and weekend appointments are available by request.