BROOKE DEAN, CFP, RRC, TEP, Investors Group Financial Services Inc. "Holistic. Intergenerationa
Brooke Dean is a highly trained, experienced, financial professional. She was born and raised in Calgary and is a third-generation financial planner. “I have learned from my father, who learned from his father, that integrity comes first. Being a trusted advisor is important because trust is the foundation upon which relationships with our clients are built. Being a third-generation financial planner has allowed me to see firsthand how long-term plans work when you stay the course and don't get distracted. My job is to keep clients focused on the long-term goals we have set out to achieve,” Brooke Dean says.
“My colleague Dave Lough (25 years of experience) and I, ably assisted by our Administrative Assistant Oana Mitu, treat our clients’ money in the same way that we treat our own. We are very particular and we will not put clients in something that is not appropriate for them,” Brooke adds.
Brooke chose IG Wealth Management because what the company offers is second to none. IG’s financial planning process goes deeper and across more parts of your financial life, to build a lifelong relationship with you.
Clear financial advice, delivered in easily understood language helps Brooke and Dave make strategic financial recommendations that prepare clients for various life events such as marriage and children, to caring for elderly parents, retirement, to coping with health care challenges, and to leaving a legacy.
Brooke works with clients who are typically Professionals or Business Owners that are too busy building their wealth to manage it effectively themselves. They will get the best return on their investment of time and effort when they focus on building their business, rather than their financial portfolio. Advice is customized to suit each client’s experience and comfort level. A cookie cutter planning is never used.
Only a customized financial plan can effectively address each client’s lifestyle, priorities, goals, commitments and time lines as well as each client's entire financial picture, including investments, insurance, retirement and tax and estate planning. Plans are also flexible enough to deal with changes that arise from marriages, births, college funding, starting or selling a business and unforeseen illness, disability and death.
Brooke’s team offers a complete menu of holistic financial planning services and, among other things, covers:
• Cash management
• Intergenerational Wealth Transfers
• Tax planning • Group Benefits
• Investment planning • Charitable Giving
• Insurance and estate planning
• Small Business Planning
The team also has full access to IG Wealth Management Head Office support from in-house regional experts in the fields of tax, legal and estate planning.
Part of Brooke and Dave’s personalized onboarding process includes getting to know each client, as the unique individuals that they are, whether it is the client’s office, Brooke’s office, or even in the comfort of the client’s own home. “We don’t think of our clients as just assets under management. We make it our priority to know the names of our clients’ children, grandchildren and even their pets. What’s important to our clients is important to us,” the third-generation financial planner says.
Brooke also believes in involving future generations in the planning process. Intergenerational planning can overcome conflict, protect the heirs and assets and ensure that the clients’ wishes are carried out. “It is not just about transferring assets or wealth. It is also about honouring our clients’ values around money,” Brooke adds.
An intergenerational approach also ensures the kids have one less thing to worry about when parents pass away. “When the kids are involved, there is no learning curve. This reduces the work load and stress levels for the family,” Brooke says.
Integrity and an open-door policy are two other elements of their signature style. One client said, “…My favourite characteristic about Brooke is that she uses easy to understand terminology and talks to me as if I’m a friend and not just another client. It's this friendly, caring personality that puts my mind at peace…”
Another client describes Brooke as, “… very personable with us and well informed on what is currently happening in the markets…We are very satisfied with the investment portfolio that Brooke has helped us create. We have gained a long-term friendship with you.” Clients appreciate their hands-on approach which is one of the reasons Brooke and Dave have built their business on referrals from clients’ friends, family members, colleagues and business associates (or partners).
The team’s personalized approach goes well beyond traditional ‘Know Your Client’ documentation. “Dave and I want to ensure that all of our clients are happy, twenty to thirty years down the road. Clients can reach one of us any time. We are both committed to always doing what we said we were going to do, when we said we were going to do it. We are prepared to earn and be worthy of our clients’ trust, confidence and friendship,” Brooke concludes.
Brooke supports Next Step Ministries, a ministry in Calgary, AB. Next Step Ministries (www.nextstepministries.ca) helps women exiting sexual exploitation to break the cycles of addiction and abuse.
Suzen Fromstein is the author of Suits and Ladders, Ten Proven Ways to Keep Your Job Safe - with a few jokes thrown in. Suits and Ladders was an Amazon Best Selling Book in the Career Guides Category
Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Great-West Life Assurance Company. This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Brooke Dean is solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Consultant.
Brooke Dean, Calgary, AB
Suite 100-37 Richard Way SW
Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Great-West Life Assurance Company.