I hope you’re keeping well as we start to say our fond farewells to summer. Things are slowly cooling off as I’m sure you’ve noticed and Autumn is on its way. I love the fall, the crispness in the air, the turning colours of the leaves and most importantly, we celebrate my birthday in September! LOL For me, this is the season of change, of new starts and opportunities.
My 13-year-old daughter just entered high school. For her, it’s the first step towards adulthood and for me, it’s the last four years before she goes off to higher education. Since we don’t know what she’ll study, we don’t know how much it will cost so we’re saving and preparing for the most expensive option just in case that’s her choice. That’s all I can do.
For my 9-year-old son, Fall is the start of the hockey season with his team, the Oshawa Minor Triple AAA, a team I’m proud to manage. This team is about more than sports. It provides a sense of community for our family and teaches responsibility, accountability and work ethic to my son and all the boys on the team. It’s amazing to watch them grow.
Now what I’m really excited to share with you is this – in June I was voted in as a board member of the Lakeridge Health Foundation. It’s more than an honour for me, it’s part of my legacy. My darling father was a doctor in Oshawa for over 45 years. As his proud daughter, being chosen for the board means so much to me. I can give back to a place that gave so much to me and my family.
It’s been 10 months since I announced my partnership with SilverBirch Wealth Management. Can you believe it! We’ve come together as a tight-knit team and our services are now full circle. I hope that you feel even more secure with us now because you are family to us and we want you to know that your financial well-being is looked after.
Part of my success in all this is having Jennifer by my side. She pays such amazing attention to the administrative detail and to providing excellent care to all our clients. What you don’t see is the daily monitoring of your portfolios done by my partner Ben and our investment associate, Natalie.
As you may recall from our announcement letter to you, Ben and I started out 20 years ago together. Just between you and me, I knew he was smart but now working as partners, I realize he is brilliant, technical and very detailed oriented – something that benefits not only me but all of you in regards to the small details we look at when creating your investment plan.
You also have our partner Jeff with his 40 years of experience providing input and access to resources that most of your friends who have financial advisors simply do not have access to. Then you have our associate Loren Flores who pays attention to all the little things that matter in providing the full circle of services on a daily basis.
You have six people looking after your financial needs. We only work for you and for our SilverBirch clients, not for all the clients at National Bank Financial. This is why we keep getting nominated as Durham Region’s Readers Choice Best Investment Advisor and Durham Region’s Readers Choice Best Investment Firm year over year. This will be my 6th year nominated and SilverBirch’s first nomination after only 10 months in partnership. We hope we get your vote
You and the service we provide to you are at the center of our focus and all our efforts. We’re continuing to make positive changes as we evolve and I’m so looking forward to sharing further updates about everything we’re working on with you in the coming months.
As always, if you have any questions or need anything, please remember I am always here for you.
Have a fantastic day!
P.S. That picture was taken a year ago, they’ve grown so much since then. Sigh! 🙂