John Barabe, CLU, CFP, CIM
Financial Planning Advisor
Welcome. As an Assante advisor my goal is to help my clients achieve financial independence and the kind of life they want to live.
I do this by developing comprehensive and personalized financial strategies tailored to their personal dreams and goals.
As your Personal CFOTM I offer integrated and comprehensive financial planning, wealth management, investments, tax and estate services, insurance, and retirement planning.
I believe every client deserves exceptional service. That's why I get to know my clients - their jobs, their family, and their aspirations - and pride myself on delivering financial solutions to simplify and enhance their lives.
Please take the time to browse through my Web site. On it you'll find important information about:
- What to look for in an advisor
- What to expect from me as your advisor - my background and expertise
- What sets me apart from other financial advisors -
Thank you for visiting my Web site. I believe every family can have a better quality of life with the value we can provide. Please contact me at your convenience to find out how I can help you achieve your dreams.
Biography
John Barabe
"You know how most people have their financial affairs so complicated that they have to work to stay on top of things? John Barabe and his team help consumers transition their financial situation from complicated sophistication to mature simplicity. The result is better lifestyle protection and assets properly structured so clients can have more security and more time freedom."
John's priority is to "remove financial worry". With this stress reduced, the focus is redirected to addressing your priority needs as you define them. He has committed himself to improving the quality of life for his clients with an understanding of their point of view.
John takes a unique approach to discussing complex financial maters with an easy to understand story, analogy or metaphor.
John holds the Certified Financial Planner (CFP) as well as the Chartered Life Underwriter (CLU) designations. CFP and CLU trademarks are recognized as the "Gold Standard" in competency and ethical behavior. Rigorous qualifications and standards are required to earn and maintain these designations.
In recognition of being one of Assante's leading advisors John was appointed a founding member of the Assante's Chairman's Council. He utilizes his education and experience to facilitate classes and training for the public, professional organizations and business. He is also an active member of Toastmasters International and has served as a graduate assistant for Dale Carnegie. To stay on top of this ever-changing industry, he continues his own education in all sectors of personal and professional development. This diligence recently gained him the Canadian Investment Managers designation, and currently he is a candidate charter holder for the CFA (Chartered Financial Analyst) designation, a prestigious designation required to manage money.
John's unwavering commitment to quality and service has enabled him to build and retain a successful practice in Regina. He believes that planning with honesty and integrity are cornerstones to improving clients' quality of life. He applies his knowledge to help clients make the right choices when considering all the product and service options that exist in today's marketplace.
John was born and raised in Saskatchewan and has lived in Regina for more than twenty years. His time away from work is spent with his wife, Verna, their daughters Madison and Alexandra, and their twin boys, Mitchell and Connor.
Mission
We deliver integrated wealth management solutions to create wealth and prosperity for Canadian families.
Assante Story
Founded in 1995, Assante Wealth Management is a leading provider of
integrated wealth management solutions, designed to meet the needs and goals of
individuals, families and businesses across Canada.
Our advisors and their clients are at the centre of our business and are supported by the exceptional investment management team and wealth planning group available through our sister-company, CI Investment Inc. and United Financial, a division of CI Private Counsel LP.
Be well-advised is our promise to you.
...more
|
