Let me start this article by stating I am 58 years old, and I am in the best shape of my life!
Many of you are aware of my health struggles; I have had bladder cancer and diabetes. My latest lab tests suggest I may have achieved remission on diabetes! Also, this past month I have completed my immunotherapy for cancer and my test scope shows no signs of return.
I will be honest; my health scares were exactly that – scares that got me thinking about my own future. As early as December 2020 I had begun interviewing a person to bring into my practice with the idea of succession.
I feel I have a great deal to offer the financial planning world working with you. I was scared at that time. I really did not know the repercussions of a cancer diagnosis. I was only focused on my own self, but I am defined by my professional practice it is what I do.
Because I was worried about myself, I was worried how my clients would be cared for if I was unable to continue as a financial advisor.
Getting healthy did not change my perspective about ensuring the long-term relationship with you.
Over this past year I have come to know Amanda Cardenas very well. She is a fellow Sterling mutual fund registrant and has been active in the business for some time. She comes to me with high regard, and I am thrilled to announce, as of January 1, 2025, I will be officially joining her office. After the strike with Canada Post is over, a letter will be mailed to you with this same information.
We will, together, run my practice as a separate entity alongside her own. I hope to be able to introduce you to her very soon so that you can get to know her and see that. You will be very well cared for by her and me – as well as her staff.
The most important part of my succession planning is having someone who can look after you when I cannot. I anticipate being at your side with my new partner for several years.
Amanda and I bring unique qualities to this partnership. I am assured I will have a role working with you as long as both you and I wish for that to be the case.
One of Amanda’s greatest strengths is her research discipline. I expect to introduce a range of ideas to compliment the investment strategies we have held.
My strengths include expertise in tax and estate planning and overall financial planning.
While this transition will be official at the turn of the calendar, I am spending some time in my new office currently. We are located at 200 Queens Avenue in Suite 400 – right in the heart of the city.
Below you will find our contact information:
Office Location: 200 Queens Avenue Suite 400 London, Ontario
Office Phone: 519-673-0920 (Ext. 107 Phil, Ext. 110 Amanda)
Fax: 519-434-8471
Emails: phauser@sterlingmutuals.com & acardenas@sterlingmutuals.com
Sincerely,
Phil Hauser, CFP®, CEA
CERTIFIED FINANCIAL PLANNER®
Financial Advisor Sterling Mutuals Inc
