Not Your Average Financial Advisor

December 13, 2016

Not Your Average Financial Advisor

 

Way back when I was putting myself through university I worked for a well-known restaurant serving tables. I really enjoyed it actually. And I learned a couple of very important things. If you do great work and treat people well, they'll keep coming back. And that's pretty much true no matter what you do. Whether you’re a server, a mechanic, a dentist, or a financial advisor. 

 

After I graduated university I joined a big name-brand firm and I spent nearly a decade with them. I learned a lot. And I'm grateful for that. But in the later years, I really started to realize that I had a decision to make. Did I want to work for a corporation and its best interests? Or did I want to work for my clients and their best interests?

 

Once I'd put it into those terms—there wasn’t anything left to think about. The answer was obvious. I don't care about corporate agendas. Nor do I care about corporate profits. I care about my clients, the people I sit across the table from. They are the ones I answer to. 

 

That's why I became an independent advisor. So I could put all of my effort and energy into working for the people I actually care about. 

 

And that's exactly how I structure my practice. I pay really close attention to my clients. I find out what they need and what they’re going to need, and then I give them their best options and let them choose. And since I have access to nearly every financial institution in Canada, the options really are quite good. 

 

So if you're old-fashioned, like me, and still appreciate great things like great quality, attention to detail, being kept in the loop, and being treated like you actually matter, then you might want to get in touch with me. Who knows? We might make a really great fit. 

 

Rhys Martell, BA, EPC

rhys@valley.bc.ca

 

 

 

 

Share on Facebook
Share on Twitter
Please reload

Featured Posts

Not Your Average Financial Advisor

December 13, 2016

1/1
Please reload

Recent Posts
Please reload

Archive
Please reload

Search By Tags
Please reload

Follow Us
  • Facebook Basic Square
  • Twitter Basic Square
  • Google+ Basic Square

Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Rhys Martell/Well-Built Plans Financial. 

 

Rhys Martell is an independent Financial Advisor in Abbotsford, BC. He is a member of the Estate Planning Council of Abbotsford, is a Qualified Associate Financial Plannerholds an Elder Planning Counselor designation, and a Bachelor of Arts in Applied Communications from Royal Roads University.