In Their Own Words: Brent Kroeker, MA, CFP
From father to son—adding to a legacy of helping people achieve their financial goals
Brent Kroeker, Consultant, Winnipeg Downtown, knows the value of "real" client relationships and PFP analyses.
When Brent Kroeker joined IG in 2000, he had nearly four decades of experience to draw on. Brent's father, Art, had been with IG since 1963 and a perennial member of the President's Club. "I was very fortunate to be able to begin my career in Dad's office."
"I had actually been a client of Dad's for 20 years and he had taught me a great deal about the financial services industry and people. When Dad retired in 2002 and I took over his book, I had to work hard to gain people's trust-and that included bringing an added technological dimension by using PFP software to revisit and revise their plans. The majority of my clients are older and many have done exceptionally well relative to the markets thanks to their diversified portfolios with a strong component in Income Plus and Retirement Plus, which have held up well during this bear market."
Brent has also been diligent about adding new clients and has followed his father into the President's Club. And he's bullish about the future: "Clients should resist the natural temptation to retreat into fixed income products. 200 years of market history is not a fluke. I think the next five years will be good for equity markets."
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