We are pleased to announce Pierre Sorée’s promotion to Wealth Manager. Pierre has been part of Redwood Wealth Management for over 3 years, demonstrating his dedication to providing our clients with excellent financial planning services. Pierre’s commitment to creating value for clients combined with his ability to relate with them on a personal level through his positive and caring attitude has led to his successful role in managing client relationships.
Pierre describes his relationships with clients as follows:
“I consider it a privilege for clients to share their family’s dreams, goals, priorities but also their fears and what keeps them up at night during our conversations. Our clients each have their own story and experiences, as well as strengths & weaknesses regarding financial planning . . . I firmly believe that from the self-declared novices to the savviest do-it-yourself financial planners, each client/potential client benefits greatly from collaborating with a partner in the journey to realizing their goals. I am proud to serve as that partner and look forward to helping more clients in that role.”
We are excited for Pierre to take on more client relationships going forward!