Glenn Devereaux CFP, EPC

Certified Financial Planner
Elder Planning Counselor

 

 

 

Advisors can often look similar
reviewing our points of differention
will give. . .
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Understand our step by step planning
process used to align your risk
tolerance with
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Welcome to Our Website

 

Let me tell you a bit about myself and my company. My name is Glenn Devereaux. I am a Certified Financial Planner and Elder Planning Counselor with 32 years of experience providing my clients with advice and products relating to their financial needs.

 

My role as your financial planner is to find ways to increase and/or protect your net worth using the most current and innovative financial concepts and products available. As you continue to read through our site and get to know us a bit better, you'll see that myself and the Devereaux Financial team are dedicated to helping you to make your financial situation as good as it can be, both now and in the future.

 

You'll also notice that we offer "alternative" investments that you won't see at your bank and from mutual fund Salesperson. We believe that products not directly related to stock markets should form a part of most portfolios after accessing your individual goals and objectives.

 

Lastly, as an independent broker of financial services and products we are not "tied" to any particular investment opportunity. Simply put, that means that we are working for you, our clients, to provide you with the best advice, products and ongoing service available.

 

 

 

 

 

 

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Products and Services offered in this website are only available to residents of Alberta.
Content provided here is compiled from a variety of sources. It is for information purposes only and should not be construed as advice.

All rights reserved Devereaux Financial copyright 2009