Brad Serl
Financial Planner, Investment & Retirement Planning
Address
Brad Serl
1875 Dilworth Ave
Kelowna, BC V1Y9T1
My Background
How I Can Help
Do you have investments, but lack a long-term plan? As a Financial Planner, Investment & Retirement Planning at BMO Financial Group, I can help you define your financial objectives and develop a personalized strategy to meet your goals. The process of building a solid foundation for the future can be easy with the help of a qualified professional like myself.
The Value I Add
In working with you, I can help you navigate the financial markets, economy, and investing environment. I can recommend strategies that will help you optimize the return potential of your portfolio while helping you manage risk. Together we will focus on meeting your needs and priorities through effective financial planning strategies. My process includes:
* Helping you identify your personal short and long-term goals;
* Developing an appropriate personalized investment plan; and
* Reassessing your plan as your circumstances change.
Do you have investments, but lack a long-term plan? As a Financial Planner, Investment & Retirement Planning at BMO Financial Group, I can help you define your financial objectives and develop a personalized strategy to meet your goals. The process of building a solid foundation for the future can be easy with the help of a qualified professional like myself.
The Value I Add
In working with you, I can help you navigate the financial markets, economy, and investing environment. I can recommend strategies that will help you optimize the return potential of your portfolio while helping you manage risk. Together we will focus on meeting your needs and priorities through effective financial planning strategies. My process includes:
* Helping you identify your personal short and long-term goals;
* Developing an appropriate personalized investment plan; and
* Reassessing your plan as your circumstances change.