Tag Archives: Canada

Get a Caring & Comfortable Client Experience at HSI Financial Group (Ep. 2)

Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Retirement, , , , , , , , , ,

When it comes to financial planning and creating an estate plan, you don’t know what you don’t know, so let HSI Financial do the searching for you! 

At HSI Financial, the team takes a deep dive into their clients’ portfolios to create a perfect plan for them in accordance with their needs. 

In this episode, the firm’s president and senior financial strategist, Wes Forster, outlines the process each client goes through when working with HSI Financial to create their financial plan. He explores how the team finds the needle in the haystack for each individual client, along with ways they cater to each of their specific needs. 

Wes discusses:

  • HSI Financial’s approach to first-hand client treatment 
  • How to make your asset allocation easy for your loved ones after you pass
  • The importance of having a financial plan 
  • The company’s commitment to regularly keeping in touch with clients 
  • And more!

Resources:

Connect with Wesley Forster:

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Learn How To Stop Flushing Money Down The Drain with Wesley Forster (Ep. 1)

Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Retirement, , , , , , , , , , ,

We don’t know what we don’t know, especially when it comes to our finances. 

But, by taking a partnership approach, Wesley Forster and his team at HSI Financial Group can help you make the best financial decisions for yourself and your family, now and in the future.

In this inaugural episode of Your Finances — Know You Can, Wes shares everything you need to know about him. Including how he helps clients comprehend their finances to his experience as a commercial pilot, and his passion for reading, researching, and coaching. 

Wes provides you with the rundown you need to get to know him while revealing how he and his dedicated team of financial professionals guide you towards building your ideal financial lifestyle to reach your goals. 

Wes discusses: 

  • The beginnings of HSI Financial and the firm’s specialty
  • The firm’s client demographic and their approach to research and client education 
  • The importance of creating a financial plan
  • What makes HSI Financial unique 
  • His experience as a commercial pilot and how it closely relates to his passion for coaching and the financial services industry 
  • And more!

Resources:

Connect with Wesley Forster:

About your Host:

As President, and Senior Financial Strategist at HSI Financial Group, Wesley Forster has practiced in the financial planning industry since 1984, specializing in retirement planning strategies that integrate with our complete wealth management. He is a Registered Financial Planner (R.F.P.) and a Certified Financial Planner (CFP). Wesley identifies the goals and objectives of the client to meet pre-retirement and retirement planning needs. He created the Economic Evolution Program and is the author of a book on financial planning: Know You Can: No More Excuses – How to Become Financially Fit in 90 Days.

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