Beyond the Numbers: A Story of Trust, Growth, and Retirement Success
At Assad Wealth Management, we're not just about numbers—we're about changing lives. Today, we're thrilled to share the inspiring journey of Monique Foltinek, a client whose story exemplifies the power of personalized financial planning and trusted advice.
Monique, a 56-year-old professional in Calgary's oil and gas industry, came to us with a dream: early retirement and financial security. Growing up watching her parents live paycheck to paycheck, she was determined to craft a different future for herself.
““I need to start investing. I need to start saving for my retirement because as good of a life my parents had, I don’t want to just rely on my paycheck to paycheck,”
Enter Hash Assad, our Executive Financial Consultant. With his experience and Monique's determination, a powerful partnership was born. Through implementing solid financial planning and investment strategies, Monique is now on the cusp of achieving her long-held dream of "Freedom 55."
The journey wasn't always smooth sailing. Market volatility brought challenges, but Hash's steady guidance kept Monique on course. As she puts it:
“He’s been very active in my investment where he will see that we’ve ridden the wave of a certain stock and will inform me that we’ve got out of it what we wanted.”
What sets our approach apart? It's the personal touch. Monique emphasizes, "He makes me feel like I'm his only client." This level of attention and care has fostered a relationship that goes beyond numbers—it's built on trust and mutual respect.
The results speak for themselves. Monique now looks towards retirement with excitement and a profound sense of security. In her own words: "I'm there. I'm in the zone. It's what I've been waiting for. It's sort of the aligning of all the stars."
Perhaps the most heartwarming aspect of Monique's story is her gratitude:
“I’m so thankful that I’ve made it. I’m so thankful that Hash believed in me, and that he allowed me to trust him. That I took that leap of faith with him. And I didn’t look back. It’s unbelievable. I am just so truly blessed that he and I met up, that I was able to be one of his clients.”
At Assad Wealth Management, this is why we do what we do. We're not just planning for retirement—we're helping our clients realize their dreams and secure their futures.
Want to read more about Monique's inspiring journey? Check out the full success story in the link below. And if you're ready to start your own journey towards financial freedom, reach out to us. Your success story could be next!
At Assad Wealth Management, we're committed to helping you achieve financial peace and prosperity in line with your principles. Let's work together to write your success story.
This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Assad Wealth Management is solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Consultant. Trademarks, including IG Wealth Management and IG Private Wealth Management, are owned by IGM Financial Inc. and licensed to subsidiary corporations.