Connor Veitch

There are two major currencies in life. Money is the obvious one, but the one that is often overlooked is time. Finding the proper balance can be difficult, with many people spending their entire lives trying to figure it out. “Do I spend more time working so I can make more money? Or do I focus on more work life balance so I can be with the people I care about most?”

As a Partner of Personalized Financial, I am grateful to be in the rare position to be able to positively affect change in both major currencies. Through our proven financial planning process – maintained and required to adhere to rigorous standards that are set and enforced by the FP Canada Standards Council™; the Standards of Professional Responsibility – I am qualified to assist clients in eliminating the financial anxieties and thoughts they may have. For instance, “am I going be able to afford university for my kids?” “Am I going to have to work until I’m 85 years old to stay afloat?” and all the thoughts that weigh you down while you are trying to enjoy your time with family. This is much more than showing techniques to enhance stability in a bank account or chasing returns in the stock market. My goal is to offer true peace of mind and data driven advice that alleviates you to be with the ones you love.

With a B.A. from Simon Fraser University, a Certified Health Insurance Specialist (CHS), and a Certified Financial Planner (CFP); Like any true Financial Planner, I have spent the time equipping myself with the tools and knowledge required to represent you so that you don’t have to spend the time mastering the tools yourself.

A strong family dynamic is what matters most to me, beyond all else. So when I’m not working, I’m spending time with my wife and son. Occasionally, you’ll find me on the golf course or watching the Formula 1 races!