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“* The content of this book has not been reviewed by, nor does it have a direct relation to, Investment Planning Counsel. The material is general in nature and should not be construed as investment advice, nor should it be relied upon when making investment decisions. Products and services mentioned are for informational purposes only. No offer is being made in any jurisdiction in which such solicitation or offer would be unlawful.

Kamloops financial advisor Vanessa Cullen, owner of Bradford Financial Services Inc., authored a chapter in the new book, Financial Success for Women by Women.

Just released, Financial Success for Women by Women is a compilation of examples and advice provided by top female Investment Planning Council (IPC) advisors in Canada. Cullen, the only advisor from the Interior of British Columbia, contributed a chapter about women being too conservative as investors.

“Women compromise their financial strength because many have a hard time thinking beyond the short term.  Women typically like to get debt paid off fast and, in some cases, this jeopardizes their future wealth security,” says Cullen

The book covers a range of topics from family financial values to socially responsible investing.  Complete with stories and examples, Financial Success is anything but dry financial advice.  There are strategies and topics that are specific to the financial needs of women including chapters on divorce or widowhood, and female business owners.  Although the book is primarily geared towards women, there are takeaways for both women and men. 

Vanessa was featured in Women of the Thompson Valley. Click here to view the article.

To obtain your copy of Financial Success for Women by Women contact Bradford Financial Services at 250-828-6767 or info@bradfordfinancial.org

 

 

Don't just chase your dreams

Let us help you plot a path!

Choose to work with Bradford Financial Services and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

Independent
Independent

We are not exclusive to any bank or fund so we come with no-strings-attached.

Involved
Involved

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

Knowledgable
Knowledgeable

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

Strategic
Strategic

We tailor plans to suit your stage-of-life, plans and milestones.

Consistent
Consistent

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

Committed
Committed

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

 
 

Why should you choose us?

We work with clients who not only have expectations of results from their advisor but are looking for someone to keep themselves accountable in achieving their goals. Unlike at a bank, our clients are not just an account number or a dollar amount – they are a relationship built on trust and accountability to a common goal. Our products are not proprietary, our planning is personalized, and our structure is transparent. Accountability and aligned goals coupled with our expertise, leverage our network of professionals to provide the highest level of service our clients deserve. Our clients entrust us to manage their wealth so they can focus on what they do best professionally and personally.

 

My Team


Vanessa Cullen, CIM, CFP®, EPC

Certified Financial Planner®, Senior Associate

Terry Abrahams

Client Service Specialist

 

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