My mission is to provide sound advice and help you achieve your financial security goals by listening to your priorities and aspirations. I help you identify your short and long-term needs and develop a suitable financial security plan.

The values that motivate my commitment to you:

• Expertise
• Objectivity
• Relevance
• Familiarity

I look forward to you putting me to the test.

Financial services and products can be complex and seem to be changing every year. With my commitment to continuing education, I stay on top of my game and can provide you with pertinent, timely advice to guide you with your financial security planning.

Part of managing money involves managing the emotions and expectations of my clients. You’ll find that I’m a good compassionate listener but I will also help you maintain your focus and discipline when it’s required.

Research shows that people who work with a financial services professional accumulate more assets over time and benefit from a more enjoyable retirement. Thus, the work of your advisor contributes to your financial well-being.

Households working with an advisor have 2.1 times the median financial assets of those without.

Investors working with a financial services professional say they are more confident and more likely to benefit from a comfortable retirement if they have been advised for more than 10 years.¹

Thanks to the support of a dynamic team and the assistance of financial service-related experts, I am able to offer you access to a full range of services and advice on tax and legal issues that will benefit your financial security situation.

While you will be working with me as your financial services professional, there is a team behind me at my financial centre and head office who are dedicated to your success.

675 Queen Street South, Unit 230, Kitchener, ON N2M 1A1
Phone: 519 742-4691   |  Cell: 226-218-4164
Fax: 519 742-0621
nicole.bird@dfsin.ca