Alan Barham - Investors Group Financial Services Inc.

Description

My career accomplishments include being a financial professional with over 20 years financial service experience with a Financial Services Honours degree completed in 1994. I have lived in Hamilton for the past twelve years. My volunteer time is spent serving the local community at St. Patrick's parish as a Lector, member of Fellowship and Hospitality Committee and as a Treasurer at the Knights of Columbus Council 1454.
I have developed my investment knowledge by earning the following designations: Fellow of Canadian Securities Institute (FCSI) in 2000 and Canadian Investment Manager (CIM) in 1999. I recently accomplished updating my mutual funds license and acquiring an Insurance license. I am motivated to exceed the expectations of clients and I care deeply about building relationships in the Hamilton and Burlington community and in the surrounding GTA. I have always worked with the desire to help others achieve their goals and believe in building relationships based on a foundation of trust, honesty, experience, integrity and respect. I am passionate about this business to help people, to educate, pursue my financial planning interest, the lifestyle it provides for my family, and the belief in the benefits of a comprehensive financial plan. I work with high net worth families, professionals, and business owners. I believe that I am competent and compliant in a comprehensive way. People want to work with me because I am timely, task oriented, believe in the planning philosophies, like providing clarity about whether clients can at least maintain their current lifestyle in retirement, proactively preparing client finances for possible unknown situations, and to assist them with minimizing worry about their financial futures.