Mirena Velikova, PFP
Mutual Funds Investment Specialist, Credential Asset Management Inc.
Park Royal Branch, West Vancouver
“I believe a good advisor should have strong listening skills, get to know clients’ personal situations to develop a level of trust. By understanding what is important to them now and in the future, I can help guide them through different financial situations as they move through the various stages of life.”
As a Personal Financial Planner (PFP) with over five years of experience in the financial services industry, Mirena is a strong believer in professional development and lifelong learning.
Mirena has made a career out of getting to know her clients on a personal level and then providing the right tools and advice to help them reach their goals. She prides herself on proactive advice, and letting her clients know when there is an opportunity that might be of interest to them.
“My favourite part of the job is having the opportunity to meet and work with people from all walks of life. I take pride in knowing that my customized financial solutions help set my clients on the right track to achieving their life goals.”
Mirena works with clients to create customized financial plans that focus on financial management, income tax planning and efficiencies, investment and education planning, risk management, retirement and estate planning.
Mirena will work with you to develop your comprehensive lifespring® financial plan, a blueprint for building and maintaining a strong financial foundation. The plan will integrate all aspects of your financial picture: investments and estate planning as well as your business banking (if applicable).
Learn more about the value of working with a financial advisor.