My name is Will Ralston. As your Creston valley Financial Advisor & Registered Retirement Consultant, my purpose is to help you define achievable steps for reaching your financial goals and peace of mind.
We moved to the Creston Valley in 2011, where we now raise our family on a small hobby farm. I have spent my last 10 years in banking & finance; in international business & insurance, economics & Canadian trade promotion, and most recently as a local Creston Financial Advisor in retail banking & investments. I’ve lived and worked in various parts of the world, speak several languages (English, Spanish, French, Japanese, et. al), and also have experience in agriculture, forestry, mining, oil & gas, education, and working with various levels of government.
I am dually licensed as a Mutual Funds Representative with Qtrade Asset Management Inc. and as a Financial Advisor with Growth Financial Corp. This means I am currently able to offer investment products in mutual funds and term deposits (GICs). I am also licensed in both British Columbia and Alberta, which means I am able to hold investments for both BC and Alberta residents. I currently have a particular interest in ethical funds, and am pursuing further education in this area.
For insurance, however, I am currently unable to offer insurance products such as life insurance, annuities, health and sickness- but I can refer you to my Growth Financial partner Sean Gain, who is more than capable in this area.
I bring it all together to help you manage your finances for what matters most. On a day to day basis, this could mean helping your cash flow by controlling expenses and debt control strategies. For particular milestone moments, it could mean helping you make educated decisions regarding your retirement options, or deciding whether to invest in TFSAs vs. RSPs, or saving for your child’s education, or discussing strategies to preserve your wealth for future generations. I believe that there are no cookie-cutter solutions, and every situation is unique. If you have a question, ask me, and I’ll find an answer.
Call me. Together, we'll work toward moving you closer to attaining your goals, as well as nurturing and protecting the things that matter most to you.
*Mutual funds are offered through Qtrade Asset Management Inc., member MFDA.
Securities-related financial planning and mutual funds are offered through Qtrade Asset Management Inc., member MFDA.
#7 -1000 Northwest BLVD
Creston BC, V0B 1G6