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Chandler Horne
Hello
Hello
Hello
I am a licensed insurance and investment agent/broker. The broker approach allows me to be unbiased about each providers' importance over the other. I am not married to any one investment or insurance company. I value tailoring strategies about your managed investments to your specific and personal needs.
My goal is to build more than personal wealth and "Trademark in Generational Wealth".
I enjoy the kitchen table, personal approach to client customer service as I seek to advise multiple generations of a family's plan.
I am based in Burlington and Hamilton, Ontario but use a hybrid model of technology that allows clients to access our us across the province.
I specialize in coaching long term investor patterns, believing that the values of discipline, routine, diligence and regularity create great wealth and financial security.
Hello
Hello
I am not a fee for service broker. I succeed when you succeed.
I do not have a minimum investment. I value regular and routine patterns involving small allocations into the assets that prove to be most valuable over the long term.
We are not an insurance company or investment carrier. Rather we are a broker service. Chandler Horne, Accident and sickness licensed (22202058).
Reviews
Investment Philosophy
Investment Philosophy
Investment Philosophy
We believe...
…In long term investor patterns
…In protecting fixed needs with guarantees
…In funds with 40% or more of their holdings in their top 10 companies
…In funds with minimum assets under management of $500,000,000
…In clients finding affinity with the funds they choose
…In seeking funds with a 10 year history showing 8% growth or more
…That the past does not dictate a fund's future
…In diversified and personalized risk allocation
Insurance Philosophy
Investment Philosophy
Investment Philosophy
We believe...
… Life insurance is the unselfish purchase
… Life insurance is it's own asset class
… Life insurance should be for life
… Disability insurance is often undervalued
Chandler Horne
I put to work my decades of experience in personal life coaching, retail banking, sales, financial education and life license certification in every meeting. My clients' portfolios, from savings accounts and term insurance to group plans and cascading generational wealth, are a joy to care for with great patience and careful instruction. license - 22202058.
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