Happy New Year! With a new year comes new changes. Last month I introduced to you Nichole Stairs, a new member of my team, to help continue giving clients the excellent service they deserve.
In another step forward, I have decided to create a brand to operate under and promote as a means of building a recognizable and reputable business that will be known in my marketplace for years to come.
From here forward I will conduct business under the name Valley Wealth Management Inc. By now, my clients will have received personal correspondence to this effect.
Most importantly, I want to reassure everyone that this is simply a new way of promoting my business. I am still an independent Financial Advisor with access to all the same investment and insurance products as I have in the past.
From my clients’ point of view, it will be business as usual. The only notable changes will be the name on the door and the name of my website. As of now, my website will be valleywealth.ca.
I am very excited to launch this new brand and I will continue to work to make Valley Wealth Management Inc. known as the place to go for all your financial planning needs.
Sincerely,
Travis Dickinson BBA, CFP®
Financial Advisor
Valley Wealth Management Inc.