By: William Henriksen, CFP®
I’m writing to share with you some wonderful news that fills me with both excitement and gratitude. After much reflection and anticipation, I have moved to the beautiful city of Victoria, British Columbia! I’m excited to be here and thrilled to expand ECIVDA’s presence on the West Coast. The West Coast is growing, and it aligns with our vision of growth and providing clients with an even more enriching financial planning experience.
To all my clients living in Ontario and Quebec, I’m continuing to expand my practice in the east as well. Your financial success is at the heart of everything I do, and you will continue to receive the personalized and high-quality financial planning you deserve. I will remain just as accessible as I have been. In fact, I’m now available for evening meetings thanks to the 3-hour time difference.
The year of the lockdown was a year of adjustments, and it was a difficult one for many. I met with clients virtually and was surprised when I eventually found that not only was it easier than I expected to host meetings this way, but it was also simpler to walk through various concepts using the tools on my computer and present my recommendations by sharing my screen. Throughout the year I realised there were other benefits of having virtual meetings such as saving the travel time between meetings and lowering overall paper consumption. Clients could fit in meetings more easily because there was no physical meeting location to get to and back from, and both the client’s and my use of time was more efficient.
It had become the norm in my practice to meet virtually, and I started thinking about what other opportunities could come from this. Last year, I was in California visiting my cousin for the holidays and I scheduled a few meetings with clients living in Ottawa. The meetings went seamlessly, and the idea to move across country sprouted from there.
I’m now living in Victoria, as the first out of province ECIVDA advisor. Before we dive into this new adventure, I want to express my deepest gratitude to my clients for your unwavering support. Your trust has been the backbone of my success, and I am genuinely excited about continuing this incredible journey with you in the years and decades to come.
I also want to express my gratitude to my Ecivda Family. I’m very fortunate to have such an amazing team supporting me. Their dedication and hard work behind the scenes have been instrumental in making this move as smooth as possible.
If you have any questions, thoughts, or just want to chat about this exciting move, please feel free to reach out to me.
Here’s to new beginnings and continued success together.
William Henriksen CFP