My Personal Message……

I would like to personally thank you for visiting my website. I know that discussing your finances is a very personal topic and should only be shared with confidentiality in mind. As a dedicated Professional, I have taken an oath to abide by a Code of Ethics which is your assurance that you will be treated with understanding, integrity and respect. 

Whether you are exploring your options for the first time or are on route to obtaining specific goals, I certainly welcome the opportunity to assist you on your Life’s Journey. I like knowing that this journey can be full of unexpected surprises, however being better prepared will reduce stress resulting in a better quality of life!      

Sincerely,

David Beauchamp

 P.S. If you would like to receive my Client Newsletters via email, please contact my Executive Assistant, Kimberley Henop at khenop@assante.com

 

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What Is A Financial Concierge? 

A dedicated professional who provides ongoing information required in making prudent financial decisions. 

Who Needs A Financial Concierge? 

Those who want to feel a greater sense of confidence about their financial situation. “Studies have shown an improvement in a person’s well being both emotionally and financially, when goal setting is involved.”