Bess Linzmeyer

Background

About Bess Linzmeyer

My vision is to empower families to live their best life with confidence no matter what life’s uncertainties may be. My mission is to maximize their wealth through the lens of holistic planning that is clear and openly communicated by collaborating with some of the best business partners in the industry to offer them cutting edge advice to reach their true potential. Royal Bank of Canada, Royal Mutual Funds Inc RBC.com/legal. Career Highlights: • A seasoned and trusted Financial Adviser/Planner with over 20 years in the financial industry • Fostered trusted, often multi generational, long-term relationships using personalized service and advice to build strong relationships • Demonstrated strong communication skills by developing and making presentations to clients to advise how to proceed with their financial and investment plan • Professionally demonstrated the knowledge, skills, experience, and ethics at a high level of complexity required of the profession • Demonstrated the ability to incorporate The Financial Planning Process which consist of six fundamental components – Financial Management, Tax Planning, Asset Management, Risk Management, Retirement Planning and Estate Planning • Able to analyze and synthesize information presented to formulate strategies which distinguish financial planning from other forms of financial advice and placing the clients interests ahead of my own in an ethical manner • Experienced and knowledgeable surrounding credit products offered by financial institutions such as Loans, Personal Lines of Credit, Mortgages and Credit Cards • Strong relationships built with internal partners in the industry such as Wealth Specialists and Advisors with Full Brokerage Services