Joe McLaughlin | mclaughlinfinancial.ca

Joe McLaughlin

Financial Advisor | McLaughlin Financial Group Inc.

Financial Advisor | Worldsource Financial Management Inc.

I chose to go into this profession out a sincere desire to assist individuals/ families who want to secure their financial future and protect their dreams. This is why:

After working in the agricultural industry most of my life I decided that it was time to make a career change. Constantly dealing in commodities in agriculture, I found that I had an interest in the marketplace and finance. Finance seemed like a natural fit.

I took the steps required to become an active financial advisor, obtaining all the necessary licenses I required. Enthusiastic and fresh I stepped into my new role!

As I gained experience and became more aware of the industry, I only became more determined. So many people were provided with products at high costs, people were not being provided with the products and service they really NEEDED.

To achieve mutual success I believe:

You must have a trust-based relationship 100 percent of the time.
You must understand your client’s current and future goals and dreams.
You must educate your clients as much possible on the products and services you are providing.

I succeed only if my client succeeds. So my philosophy is “If it’s not broken then don’t fix it!”.

If you have been provided great planning then I will advise you to keep to that plan even if that means a continued relationship with your current advisor.

I find clients to have a general lack of understanding on how products work. I have made it my mission to change this. Clients need and want someone who will not only advise them but educate and guide them through the planning process. You should never have an overwhelming feeling that the information you are being given is fragmented, complicated or lacks any form of commitment to service a continuing relationship. If you do feel overwhelmed or confused chances are you should do more research, get a second opinion, ask for a better explanation, or stay away from the product altogether.

Together you and I will create a working financial needs analysis, giving you clear directions towards your financial objectives. I will attend to the meticulous details often overlooked, clarify objectives, and give you a true understanding of the options available to you.

At McLaughlin Financial Group we work hard to earn your trust. We carefully consider your needs, goals and dreams in order to help you achieve them. Let us help you grow your future.