Peggy's Profile
Peggy Churchward
Peggy comes to financial planning with a background in pension design, management and actuarial valuation and in financial counselling . A firm believer in continuing education, Peggy is a CFP, R.F.P. with the Securities Course and the FMA designation to complement her Bachelor of Mathematics.
With over ten years in the financial planning industry and clients in Alberta and Ontario, Peggy has developed plans and strategies for clients of all ages and at all stages of life.
When working with clients, Peggy uses the six step financial planning process that is endorsed by the Canadian Association of Financial Planners (of which she is a member and former board member). This includes:
Gathering the appropriate information from the clients including their hopes, dreams, desires and challenges, and then developing, presenting and implementing the plan. Once the plan is in place, it is monitored and reviewed with the client annually. Peggy believes that a financial plan is dynamic. As such it is constantly changing to reflect the economics of the day including the client�s current circumstances.
Peggy�s strengths as an advisor lie in her listening skills and her ability to simplify and explain complex concepts.
Peggy's expertise has the greatest value for people that:
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Want to have a better understanding of their personal financial situation
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Want to increase their Net Worth
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Will share the responsibility of their financial plan with a professional
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Will commit to a disciplined savings plan
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Are homeowners
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