Let's talk about your financial goals

You want the confidence to know that your financial decisions today are setting you on the right path for your long-term goals.

You value your time, and while you may or may not be interested in the many topics that fall under financial planning, such as investments, insurance, income planning and cash flow management, spending more time than necessary thinking about these topics is not your top priority.

You have likely already spent a significant amount of time researching many of the various vehicles and options that exist. From reading books on the topic, listening to podcasts, watching videos online, and conversing with colleagues, friends and perhaps other advisors, you have come across as many opinions as sources you have explored, making it difficult to know which options are best for you.

You recognize that similar to in your field, there are pros and cons for all of the options available to help you achieve your goals and that your best chance of success involves making smart, informed decisions based on your unique situation and goals.

The professionals I work with value knowing they can rely on me to provide them with the information they need to make these educated decisions. I take pride in helping you identify your most important goals and then helping you understand how the various options available can either help or hurt your chances of achieving them. This process gives you the confidence to know that you are making decisions that align with your objectives.

You also recognize that making a decision is only half the battle. I help you take the necessary steps to take action on your decisions so that your financial resources align with your goals.

Devon Welch, CFP®

Certified Financial Planner
Investment Representative

Devon Welch believes that informed clients make smart financial decisions. He specializes in helping individuals and families clarify and create action plans for accomplishing their goals while providing helpful encouragement to get them started. Keeping his clients informed helps them understand financial concepts that are relevant to their personal situation. As every client’s situation is unique, so is the proper course of action to help them realize their goals.

Since joining Harmony Financial, Devon has dedicated his time to growing his expertise in the ever-changing landscape of financial planning. Recognizing the need to help clients navigate more complex financial situations, he uses a team approach when sharing his experience in risk management, retirement planning and behavioural finance to help his clients reach maximum potential.

While not in the office, Devon enjoys travelling, spending time with family and playing soccer.

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Ask an advisor: Why work with an advisor?

Learn the benefits of working with an advisor to help build a financial plan for your future.

 

 


View video script

 

Description: This animated video introduces two characters named Lauren and Amina and illustrated graphics to show how an advisor can help create a financial plan to reach your goals.

Text “Ask an advisor” appears. The camera zooms out as the text lands in an outlined square. “Why work with an advisor?” fades in below. An illustration of a handshake draws on the right side of the frame.

Lauren: I could buy my insurance and investments online. Why should I work with an advisor?

Description: Lauren sits outside at a café table with a lemonade in front of her.

Amina: My advisor sees the big picture of how all my finances fit together.

Description: Cut to show both Lauren and Amina sitting at the table.

Amina: I might miss something important doing it myself.

Description: The frame fades to reveal various graphics representing a new pet, life insurance, marriage, estate planning, new home, luxury car, speed boat, health coverage, travel and cottage.

Amina: There’s a plan to achieve all my goals,

Description: A line enters the frame to select Lauren’s goals: life insurance, a new home, health coverage and a cottage. All other graphics fade away.

Amina: even when new ones pop-up.

Description: The advisor’s hand moves into the frame to add a travel goal.

Amina: If something unexpected happens in the economy or the markets, I won’t freak out thinking I have to change or fix something.

Description: The line and goals move up and down to represent a shifting stock market.

Amina: My advisor updates me regularly, so I feel confident I’m on track.

Description: Amina’s hand moved into frame, holding her phone. A notification appears on her phone with a mail icon that reads: “New message.

Amina: With an advisor, my financial future is one less thing I need to worry about.

Description: Cut back to Amina sitting at the table, showing Lauren her phone.

Text “Let’s talk. Contact me today.” appears with legal line: “Video produced by Canada Life. canadalife.com 1-204-946-1190”

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