Kelowna, British Columbia, Canada
Sales manager at Custom Air in central Okanagan, assisting businesses and individuals with many elements of heat, cooling, ventilation and geo technology in central and northern okanagan. Former career: As a family man and financial professional, I understand the importance of planning; there are many elements to planning whether it be for life events or long term planning. Accidents, however, can happen to anyone, anywhere, anytime, and that’s why it`s important to me, to truly get to know my clients and help them identify areas of concern and need and to put a plan in place to achieve financial success, whatever that looks like to them! THE CLIENTS I WORK WITH ARE: 1. Service professionals such as doctors, lawyers, accountants, dentists, engineers & realtors and their families who want to grow their wealth and retire with their desired standard of life 2. Business owners and their families that want to take advantage of all wealth building & tax saving strategies as well as group benefits options 3. Individuals, couples, and families who want to grow and preserve their wealth I am committed to providing YOU with a unique financial plan that is customized to YOUR specific needs and goals. Your plan might address some or all the following needs: • Saving for your financial freedom • Financing education • A new home • Retiring comfortably - on your terms • Build a thriving business • Leaving a legacy We offer a broad range of products to provide you with financial solutions to meet • Mutual funds . Personal loans . Lines of credit • Mortgages • Solutions banking Maybe you’re tired of losing sleep over the “what if`s” in life. Or you are concerned about losing your benefits if you lose or change your job. Or maybe you just want to show that you are ready to take responsibility. Douglas Watson, B.A. (Econ), CFP, CIM 250-826-2303
Various roles including Branch Manager, Commercial Account Manager, and Administrative Manager. Commercial banking in Langley and Abbotsford, business growth targets met within 6 months of fiscal year.
Maintained over 50 accounts and several new construction projects during tenure. Resigned due to family emergency.
HVAC planned maintenance
Have over 400 prospects through direct marketing with many large projects completed and more in pending stage just prior to my release due to company restructuring. Recent business includes City of Kelowna Wastewater Treatment Facility, Sparking Hill Resort & Spa, Rise Management (Penticton AHU Instillation), and remediation work in three Merritt Schools due to flooding.