About Us
I help people make money and save money. I take a holistic approach to finances. I am a broker, so we can shop the market of over 90 different companies and their products and services and find the best fit for our clients needs and goals.
We also have one of the best business opportunity to grow and build a business.
How We Got Started
I got started 5 years ago. I had been married for 33 years and then I wasn't. I was left with half a financial mess. Plus I added $30k of credit debt looking for the right side gig. I worked as a paramedic and needed a more sustainable income.
I searched for financial help, as my debt grew I was scared. Everywhere I went they turned me away or offered me another credit card. I went online and answered an ad for financial advisor, training provided. I thought I could learn something about money that could help me and earn more income.
I went and saw a presentation about WFG and I got excited. I had a free evaluation of my finances and someone finally had some suggestions of what I could do. That gave me HOPE! I put the plan in place, it took less than a year, my rental properties got put in my name, my debt was cleared and I had money to put away in investments for my retirement.
Not only that, but I was being mentored and groomed to help others in the same way.
The products and services we offer
Recommendations Received (9)
"Donna is passionate about what she does. Donna is very knowledgeable in showing people how they..."
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"Donna is passionate about what she does. Donna is very knowledgeable in showing people how they can become wealthy "
"Polite."
Products & Services
I educate business and individuals to organize their finances. To take advantage of the greatest tax breaks. Get your money working harder for you,...
When you need to count on expertise, we're here to help. World Financial Group offers free consultation calls to clients in and around Fort St. Joh...
We're experts in thinking about the long term. World Financial Group helps customers in and Fort St. John plan for retirement, unemployment, and th...
Recommendations Given (15)
"I met with Carleen and had a great time getting to know her. She is so knowledgeable about..."
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"I met with Carleen and had a great time getting to know her. She is so knowledgeable about improving people's health and has 16 years of experience personally, in what she is recommending. I would totally recommend you get in touch with Carleen and let her relate her experiences to you."
"Direct Workwear knows what is needed in the field, to help protect with visibility and also..."
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"Direct Workwear knows what is needed in the field, to help protect with visibility and also rugged fabrics in their workwear.
They have a wide assortment of workwear for built for the hardest work!
Be sure and check them out."
Recent Activity
Absolutely I am! You can never go very far on your own. You need a team of people of like minds to reach your highest goals. A mastermind of people is way better than a single mind. Even athletes that get to great heights never get there on their own. They have a team of people teaching and...
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Absolutely I am! You can never go very far on your own. You need a team of people of like minds to reach your highest goals. A mastermind of people is way better than a single mind. Even athletes that get to great heights never get there on their own. They have a team of people teaching and steering them along the way. I want others to win on the way to my wins.
Every year our company hosts an event in Vegas for over 40,000 agents from three countries. This past weekend we had the Zoom equivalent. This is where the top producing agents in the company share their experience scaling their businesses and encourage others to do the same. Financial Services...
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Every year our company hosts an event in Vegas for over 40,000 agents from three countries. This past weekend we had the Zoom equivalent. This is where the top producing agents in the company share their experience scaling their businesses and encourage others to do the same. Financial Services is one of the highest-paid industries and there are many that make multiple 6 figures, but we all start at the same place. We have a very diverse group of nationalities and ethnicities represented. Here it doesn't matter what color your skin is, what language you speak, whether you are female or male or how old or young you are. None of that matters all that matters is that you help enough families win, and you can win too.. This year we did it over Leader Pass and it was fantastic. We are a company that faces a challenge and pivots to make it the best possible outcome. Finding solutions is just what we do.
Something that my team has done is utilize the zoom platform to connect with everyone, everyday. Many people have felt isolated and alone during this time. This platform helps us to connect with team as well as client. It has been a learning curve for sure, but has really made a difference.
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Something that my team has done is utilize the zoom platform to connect with everyone, everyday. Many people have felt isolated and alone during this time. This platform helps us to connect with team as well as client. It has been a learning curve for sure, but has really made a difference.
1 Reply
Meeting people who understand business. Talking to more people who see the value of an opportunity. They also have more needs that we can look at taking care of. There are many tools and tips that can help protect business owners and those that work with them, which adds massive value.
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Meeting people who understand business. Talking to more people who see the value of an opportunity. They also have more needs that we can look at taking care of. There are many tools and tips that can help protect business owners and those that work with them, which adds massive value.
1 Reply
Yes, actually it has changed a lot. The companies we work with pivoted quickly allowing us to service our clients efficiently online. With zoom calls we are able to connect. Making it easier to be in touch as most people were at home. Also cutting down on the driving to different locations. ...
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Yes, actually it has changed a lot. The companies we work with pivoted quickly allowing us to service our clients efficiently online. With zoom calls we are able to connect. Making it easier to be in touch as most people were at home. Also cutting down on the driving to different locations.
We started daily training calls with our teams, facilitating growth. Production and new associates joining our teams is at an all time high as we provide solutions for what the people currently are looking for.
I don't have any concerns at all. Online meetings have been working so well for our company, I believe we are carrying on this way for a bit yet. We may have some small public meetings in the near future, but they are working well by zoom also. There are some people that would rather work face...
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I don't have any concerns at all. Online meetings have been working so well for our company, I believe we are carrying on this way for a bit yet. We may have some small public meetings in the near future, but they are working well by zoom also. There are some people that would rather work face to face and we can make that happen without too much problem, especially since it is nice outside we can sit outside as well. Minor adjustments.
Connecting has never been easier, thanks to technology. The companies I work with like BMO, IA Financial, IVARI just to name a few have adapted everything I need to service my clients. We are bringing on more team than ever to help our mission of no family left behind and it is easier than...
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Connecting has never been easier, thanks to technology. The companies I work with like BMO, IA Financial, IVARI just to name a few have adapted everything I need to service my clients. We are bringing on more team than ever to help our mission of no family left behind and it is easier than ever to train. Our leadership has also adapted to daily training via zoom. Getting people the information about this fabulous company and the opportunity has just gotten easier. I am so excited to see how the future unfolds!
We are all independent agents, but part of a team. Health care is an individual thing. We promote Health is Wealth and encourage everyone to exercise daily. Most of us are covered by our provincial health plans which are basic and if you or your family have greater needs we have companies that...
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We are all independent agents, but part of a team. Health care is an individual thing. We promote Health is Wealth and encourage everyone to exercise daily. Most of us are covered by our provincial health plans which are basic and if you or your family have greater needs we have companies that we are aligned with to go through for that. Also we are all insurance licensed, so making sure our own personal plans are in place. As well as making sure our team is prepared. This means Disability insurance to protect your income if you should become disabled, Critical illness plan or Cancer guard to protect your income if you should get sick. ( 1 in 2 people get cancer). Life insurance, so your family is not relying on strangers and a go fund me account when something happens to take your life. Tying this all up with a bow with funeral planning so your family doesn't have to make logical decisions at an emotional time.
If anyone would like to look at what this would look like for you and your family to achieve the peace of mind that goes with it, which is a huge part of mental health, let me know and I can help you out.
Understanding your target market needs, and presenting enough information that intrigues so, they open mindedly take a look at what you are offering.
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Understanding your target market needs, and presenting enough information that intrigues so, they open mindedly take a look at what you are offering.
I was married for 33 years, and then I wasn't! I was working for BCAS as a Paramedic at the time, at that point I had been there for 12 years. I had half a financial mess and on my own for the first time ever in my life as I was married at the ripe age of 16. I was looking for a business that...
(more)
I was married for 33 years, and then I wasn't! I was working for BCAS as a Paramedic at the time, at that point I had been there for 12 years. I had half a financial mess and on my own for the first time ever in my life as I was married at the ripe age of 16. I was looking for a business that would give me residual income, and allow me to buy my life back as I knew that a job wasn't the way it would happen. Although being a Paramedic is a very honorable career, it really is a terrible job. I worked on call carrying a pager so I didn't sleep well, eat well, exercise well or have a social life. I was available 24/7 to make ends meet. I had worked many home based businesses with great products that worked but I felt they were products that although they could make a difference in peoples lives, they were an expense that a lot of them couldn't afford. So I reached a point where I was spending more money than I was making and had added 30k dollars worth of debt to my situation. I went to many financial institutions looking for help, but they couldn't help me, and they turned me away. I decided my option was to add another job to my situation, to pay my debts. I went online and found financial advisor training provided. I decided to check it out, thinking I could learn something that would help myself and also earn an income. I set up an appointment and saw the World Financial group presentation, which has literally changed my life for the better. What I saw and what I experienced was my financial world turned completely around in less than a year. I had 3 mortgages put in my name on my part time income, my debt was paid and I had money to put into investments for my future. Not only that but I learned how I could give hope to others by helping them change their lives as well. I've learned to coach and empower others to become independent business owners as well. I love that I am in business for myself but never by myself. I love that I can follow a proven system to get me to my dreams and goals. I love that I have tools that I can give to others to help them to reach their goals. I love that I can build a team of people that are helping others succeed. I believe I am in the right place at the right time and my goals and dreams are within reach.
