About me

Since entering the financial services industry in 2012, I have been constantly trying to further my skills and assist people with achieving their goals. Throughout my working life, I have always wanted to build relationships as I believe that personal connection and meaningful relationships are key to a fulfilling work life. In July 2021 I achieved my QAFP designation, and now I am taking the next step in completing the work required to write the CFP designation. To read up on these designations, click here

Through my process I assist clients plan and achieve their financial goals. This allows me to do some of the heavy lifting for you and be a partner in this plan. By understanding your personal needs and wants, I can put in place a financial plan that ensures your financial stability and make sure that those assets are protected. Along with my personal finance practice, I also empower business owners develop compensation packages that attract and retain employees.

On a personal note, my wife and I love travelling, cooking and enjoy spending time with our four Cavalier King Charles (Maggie, Dany, Murphy and Simon). I look forward to hearing from you, drop me a DM or send me an email at [email protected]

Thanks
Craig Lundrigan, QAFP

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