The most meaningful outcome for me is how clients value decisions they are making. They gain confidence and understand how to work toward milestones easily. Appreciating the flexibility to adjust as life unfolds, or pivot priorities and remain comfortable.
Vaneesa Cline, BCS, CHS, PFA
Principal, Financial Planner, Head Curator
Vaneesa offers a multidisciplinary approach guided by your needs. Working together, you define what successful outcomes may look like, with a purpose to create a cohesive, integrated strategy. It may include investments, estate and tax planning, cash flow planning and insurance solutions to work toward helping you achieve your ambitions.
She has worked with many successful professionals who understand the importance of planning, value advice and find comfort knowing their financial goals are on track. They feel more financially secure and confident they can handle the inevitable bumps in life.
Knowledge, Expertise and Transparency
Vaneesa consults with you to simplify your financial life by building a solid and effective strategy to enhance short and long-term objectives based on goals and resources. It helps prevent the erosion of assets, manage cash flow, preserve dignity, and provide security and peace of mind. Her peers recognize Vaneesa as having a wealth of knowledge and expertise.
While helping clients see the big picture is the goal, everyone starts somewhere. There is value in focusing on the most urgent need first. Implementing financial solutions is profoundly personal and beyond crunching numbers. We wish everyone good health and enough wealth accumulation to live an abundant life.
With the improvement of artificial intelligence, hard fact-finding is easily replaceable by online platforms. Nevertheless, it does not recognize the value of the advice that both the individual and corporate clients can rely on when having a financial advisor accountable to them.
She has a Bachelor of Communications Studies from the University of Calgary, holds the Professional Financial Advisor (PFA) and Certified Health Insurance Specialist (CHS) designations, and is working towards completing the Chartered Life Underwriter (CLU) and Certified Financial Planner (CFP) designations in 2022.