About BRITTANY LARSEN, CFP, FMA, CHS
I'm a Certified Financial Planner (CFP) and Certified Health Insurance Specialist (CHS) which means that I uphold a code of ethics that only a small portion of financial advisors across Canada are required to uphold and have expertise in health insurance areas such as disability insurance, critical illness, long term care insurance, and basic and extended health insurance.
I've been in financial services for 20 years and I work closely with professionals and organizations across the industry to make sure that I'm up to date on estate and tax laws, new investment products, and any changes within the insurance industry.
But, that's not the whole story. I work in Financial Services because I love helping people. Check out my story below.
MY STORY
I have the best job on earth - I get to help people make their dreams come true.
I get to help people put money aside for the people they love.
I get to help people put a plan in place for their dream trip, dream house, dream retirement.
I get to help parents put their kids through university.
I remember the first time I sat down with a financial advisor when I was 18 - it was terrifying. I had so many questions but he spoke quickly, made assumptions, and talked more than he listened.
Before I knew I was buying life insurance and I didn't really understand why.
I felt intimidated and was too nervous to ask questions because I didn't want to look like I didn't know what he was talking about.
It was then that I knew there had to be a better way.
I knew that I wanted to be someone that helped my clients leverage financial solutions to fit their lives, not put a plan in place that has them working their life away for the future.
Being a Certified Financial Planner allows me to use all the tools and resources out there to get you on track to your goals, without giving up everything you love to do today.
I love finding ways to help my clients organize their finances that doesn't feel like a pain and that makes financial planning approachable and comfortable.