Relevant Life Financial Group

 

Our Mission

Our team’s combined experience and integrity will help our clients at every stage of life.  We believe that because Life happens, our firm will provide top-quality cost-effective financial strategies that are designed to help our clients realize their financial goals.

Our Vision

Our goal is to work with  clients for whom we can serve as their trusted advisor, attending to the details of their financial life as it moves forward. We will learn about their history, and help them clarify their goals, values and dreams.   We will develop a personal insight into their lives as well as the role money plays for them. By adding our professional financial planning and investment management expertise and wisdom, we will serve as a coach to assist in reaching their personal goals and recognising financial peace of mind.

We will also seek opportunities to better the financial planning industry by educating other financial advisors.  By sharing our knowledge, we will help create an environment where more clients can be effectively served by an increasing number of advisors offering comprehensive financial planning and adhering to a fiduciary standard.

What should I make sure to ask an advisor?

The 4 best questions you can ask your Advisor.

1. Will my financial security plan offer me financial freedom and choice throughout my life?

2. How do your recommendations fit into my long-term plan?

3. How often should we review my entire financial security plan and make adjustments to fit my current life stage?

4. What other products and services do you offer?

Reach out directly through our Contact Us page:

 

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Partners

Mark Stewart

Mark Stewart

Senior Partner

Deb Deering

Deb Deering

Senior Managing Partner

Pierre Boivin

Pierre Boivin

Senior Partner

Karin O'Reilly, CHS, EPC, RRC

Karin O’Reilly, CHS, EPC, RRC

Partner & Manager of Group Benefits

Leslie Barry

Leslie Barry

Partner

Brandon Deering

Brandon Deering

Partner

Dawn Kulas

Dawn Kulas

Financial Security Advisor

Our Executive Associates

Michele McIntyre

Michele McIntyre

Marketing Associate

Patti Chamberlain

Patti Chamberlain

Marketing Associate

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