Sergio Salina
#600 - 737 Yates Street V8W 1L6 Victoria, BC, Canada

What is YOUR top financial goal for 2014? This is ironic... "Despite being top of mind for 2014, many Canadians don't think about sitting down with an advisor and having a conversation about how to reduce their debt."

I would like to thank all my clients and friends who have taken the time to refer me over the years. Good luck in the draw for the BMW to those of you who did in 2013! The next contest (see below) will be drawn in June 2014. Your referrals are a great compliment to me and I work hard to maintain your ongoing trust and support. Here's to a great 2014! http://www.youtube.com/user/InvestorsGroupCanada

As we come to the end of National Financial Planning Week (Nov 17-23) it is nice to be reminded that, based on a study by FPSC Foundation, Canadians who engage a CFP professional for their financial planning needs reported they are experiencing significantly higher levels of financial and emotional well-being. www.financialplanningweek.ca

I created this page to educate others on the finance industry. I specialize in Wealth Management and sometimes it gets confused with other financial roles. Here is a good beginner article that outlines the differences between Financial Planners, Stockbrokers and Investment Advisors. http://www.investopedia.com//differences-between-stockbrok

It's great to see this bird soaring to new heights! http://www.theglobeandmail.com//canadian-/article14643284/

A financial planner helps you organize your life by organizing your financial picture. This is a basic overview of what a planner jointly creates with you to make life better for you and your loved ones... http://www.theglobeandmail.com//what-does-a/article639078/