What’s the significance of the Plum Tree?
In eastern cultures, the plum tree is a vivid symbol representing life, hope, vitality, perseverance and endurance. It is synonymous with promise and regeneration. The cycle of a plum tree is much like the transitions in our personal and business life. Our financial well-being endures both harsh seasons and enjoys sunny seasons.
The difference between those that navigate the journey with confidence, security and dignity and those that don’t, is simply acquired financial knowledge and a strategic plan to weather the storm. They have spent time anticipating the future to plan for life’s transitions and unexpected financial interruptions.
Here at Plumtree Wealth strategies, we want to help you, our client, build a strategy that will not only help you to weather life’s financial storms, but which will lead to the growth of fruit on your financial tree so that you and your loved ones can blossom and live life to the fullest.
Plumtree Wealth Strategies is built on a foundation of integrity, compassion and openness. We value care for self/others, respect for individuals and lifelong learning. We aim to cultivate and nurture lifelong partnerships with you, our client, in order to safeguard your future financial security, to protect your lifestyle and to enable you to take care of the ones you love the most through ensuring effective intergenerational wealth transfer.
There is a saying in the insurance industry one of our colleagues uses, and that we take to heart… “Love People. Use Money. Don’t Confuse the Two.” – George Sigurdson
Financial fluency for individuals, families and businesses.
Excellence in service quality.
Consider client needs first and foremost.
Making the complex & complicated easy to understand.
Focus on life-long learning – continuous innovation and improvement.
Achieving balance in life, family, work and spirituality.
Giving back to build community and connections.
Laugh and find joy in life, inspiring and encouraging others to do the same.
Keep your own financial house in order.
You Matter – mindful presence such that you feel seen, acknowledged and understood
Transparency – honest and authentic communication
Integrity – doing the right thing & doing what we say we will do
Dignity of Choice – providing options to achieve your desired financial outcome
Our collaborative, team-based approach allows clients to be served most effectively by expert specialists in different area of finance.
NANCY LEE, RD
Nancy is the face of Plumtree Wealth Strategies and the quarterback of all things financial. With a background as a registered dietitian, a yoga instructor and a volunteer marathon training coach, she believes in empowering you through financial education and in balancing all areas life. She enjoys getting to the heart of what individuals, families and businesses care about and value.
Prior to entering the financial world, she spent 15+ years in pharmaceutical sales and entrepreneurial ventures with roles in management, sales, marketing, training and business development. She is an active community volunteer at her local church, a world traveller and a student of meditation and black belt karate. 2019 CFP Candidate. Investment Fund Advisor with Investia Financial Services Inc. and Insurance Advisor through Customplan Financial Services.
See more of Nancy on a blog and video interview for a local community college.
Retirement & Estate Planning Specialist
Long known as an innovative, creative and forward thinker in the financial services world, Ian enjoys the challenge of learning new material and planning for the future evolution of our profession. In addition to running a successful financial advisory practice, Ian is an acknowledged leader and sought-after presenter. With 47 years in the
Living Benefits Specialist