Nelly Teofilo

Background

About Nelly Teofilo

Financial Planning starts with what is important to you. We all know it starts with money but what does that mean? Achieving financial goals by understanding what you are passionate about, allows me to build a plan which gives you the direction to achieve what you care about the most. Whether that is having the peace of mind in knowing that your loved ones are taken care of or enjoying the retirement you've envisioned. For the last 20 years I have been building plans for the families in my own practice as well as leading a team of financial advisors in the city of Calgary. I have a passion to ensure that those families who have confidence in me achieve their long-term financial goals. We start with the value based system because all goals do need to satisfy those things that are unique to us. I think back in my career and wonder how I got to where I am, and it puts a smile in my face as I remember how many great families I've developed long term relationships with here in Calgary. They are the reason why I love my job and the reason why I am taking my practice to the next level. The evolution of the industry and financial planning has taken me to a point where now I have the best in class technology, culture, and support to build true financial plans. So my question to you is, what are you planning for?