About TRIO
Vickie Snow, B.A., CFP, CLU
Certified Financial Planner®
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In a world of endless possibilities, unlimited information and limited time, it is critical to work with a professional who considers the opportunities, weighs the risks and cares deeply about the result. Over the years, Vickie has worked with clients from all walks of life to help them achieve financial peace of mind. Each individual and family is unique and requires customized strategies in any number of areas including investment optimization, tax minimization, risk planning and estate planning. She strives to build and nurture a personalized relationship with each client in order to help them navigate through important choices, identify potential risks and achieve their financial goals. Vickie completed her CFP designation in 2002 and her Chartered Life Underwriter in 2008. She has since been a member of Advocis and FP Canada, promoting professionalism and education in financial planning. She adheres to a professional Code of Ethics and fulfills annual continuing educational requirements to remain aware of current planning strategies and financial trends. She has also volunteered with FP Canada for many years working with the examinations team. In 2011, Vickie and her long-time colleagues, decided to launch TRIO Financial Planning. Associated with investment dealer Desjardins Financial Security Investments Inc., they support one another in the quest to provide holistic retirement, tax and estate planning services combined with appropriate investment and insurance strategies. Vickie is licensed for mutual funds in the Provinces of Ontario and Quebec, and is licensed for Life and Health Insurance in the Province of Ontario. Vickie understands the importance of developing a balanced life as well as a workable financial plan. Committed to helping her clients achieve financial security, she is proud that clients trust in their relationship and the process. She looks forward to client meetings to hear about successes, challenges and everything in between. In her leisure time, Vickie enjoys the company of friends & family, reading, golfing and travel. |
Mutual funds are distributed through Desjardins Financial Security Investments Inc.
Desjardins® and related trademarks are trademarks of the Fédération des caisses Desjardins du Québec used under license