The Stuart Proctor Team
Senior Financial Planner
Stuart graduated from the University of Western Ontario in 1976 with an undergraduate degree in economics. Moving to Calgary, he was able to use his educational background to begin a ten year career with a loans and mortgage corporation, culminating with his position as trust company branch manager in Kelowna, B.C.
Subsequently, Stuart transitioned to investment and financial advice, joining Investors Group in 1987, moving back to his beloved Alberta. Together with the firm’s excellent training, and completion of his Certified Financial Designation (CFP) in 1996, he was able to transition to smaller and more independent boutique firms.
Born in Regina, Stuart has been married to his “rock”, his wife Patti, for 38 years and they have raised one son, Dylan (the “apple of his eye”, whom Stu devotes as much time as possible to). Where time permits, Stuart enjoys being behind the wheel of his motorhome, exploring as much as possible of the country he loves.
The Stuart Proctor Value Add
Stuart provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. At Optimize, Stuart works alongside an experienced team of licensed portfolio managers to help clients achieve their desired long-term financial and investment goals.
The cornerstone of his service rests in effectively matching his clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. Stuart measures his success by how well he has helped his clients achieve their specific goals and objectives.
Stuart’s Approach to Wealth Management
Optimizing your investments is an important step to achieving your financial goals but realize that it is just one step in a much longer journey. Stuart, along with a licensed portfolio manager from Optimize Wealth, will focus on looking at the complete picture as it relates to your particular situation. They begin this process by listening intently to your specific goals and objectives. They then analyze every aspect of your situation such as your investments, mortgage and other debt, will, insurance, company plan, and tax preparation needs.
Once they have completed their analysis, they together will then design you a coordinated strategy to achieve all of your particular goals and objectives. In order to provide you with a better sense of just how much value they could bring to you and your family, the range of services offered through Stuart and a licensed portfolio manager from Optimize are outlined in detail below.
- Financial Planning
- Will & Estate Planning
- Loans & Mortgages
- Insurance Solutions
*Investment Advice is only offered through a licensed Optimize Portfolio Manager
As a Senior Financial Planner, Stuart helps coordinate your financial plan by organizing the strategy into efficient steps toward your goals. Proper Wealth Management is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals.
Stuart’s Wealth Management Team
Head of Financial Planning