Potential obliges Vernon Financial advisor – Vernon Morning Star
Deanna Beaudoin moved to Vernon from Vancouver Island two years ago, and although she had a solid financial background, she changed careers to make a difference in the lives of people in her new community and his family.
“Deanna really inspired me with her dedication, her rapid understanding of developing many meaningful relationships and her commitment to the community,” said proponent Bruce Shepherd. “She has previously joined and contributed to the Rotary Club of Kalamalka to participate in service above self, and is an active director of the Greater Vernon Chamber of Commerce.”
Beaudoin was nominated by the Wealth Professional Industry group in Canada for the Rising Star Advisor of the Year award alongside 10 other finalists from across Canada. An incredible achievement in the industry.
“I am truly honored that Deanna and her administrative assistant Elisha Olson are working with the Edward Jones team in Vernon,” said Shepherd.
Meet Deanna Beaudoin
What drives you about your work?
Potential! I offer my clients the luxury of simplicity through our comprehensive financial strategies.
I have the opportunity as an advisor in 2021 to help redefine private wealth management, to include coaching, building a team of tax and inheritance professionals or other professional representatives to to assist my clients as fully as possible.
I serve divorcees, executives, business owners, and those looking for more complex support as they work towards a graceful and easy exit from retirement.
Being able to strategically improve my client’s financial literacy and peace is a big driver and part of my fundamental “WHY”.
What are your passions?
My passion beyond climbing mountains, taking long road trips and my family is business development – building and organizing sustainable structures that strive to serve specific purposes.
Deciding to make the leap to retail business financing has been personally satisfying and rewarding, there is an indescribable joy in being directly involved in creating a legacy for the people and their loved ones in my community.
Working for my clients, working for their families in this meaningful way, helping to simplify life and focus on what matters most to me is legacy work and it is an honor to be a counselor in this city. .
How do you find work-life balance / what do you do to escape?
I love community development, I love being part of the volunteer fabric that helps develop the culture, heart and vibrancy of a community – this service for something much bigger than my individual self helps me to stay engaged.
My husband and I have five children aged 21-26 each is starting to spread their wings, it’s a big part of my life balance but when I really feel like getting away from it all it’s a hike in depths. , cool green.
As John Muir put it better, “I’m going into the woods, to lose my mind and find my soul.”
Here we find a balance by engaging in nature therapy.
What’s one thing people would be surprised to learn about you?
I think when most people meet me they are surprised to learn that in addition to being a financial advisor who spends every morning reading stock charts and analyzing the current economic outlook, I am also an instructor of certified yoga and I teach Monday nights here at One Yoga. Vernon, and as a yoga instructor, I think the biggest surprise is that I too am a youth pastor.
For me, this holistic experience really allows me to dig deep to understand what is most important to the people I work with and it’s a most valuable asset, to the way I do business.
What advice would you give to young women interested in your field?
Math is COOL! Understanding the financial landscape and having full confidence in our financial future is a challenging life skill.
Over the past decade, much progress has been made in shifting wealth management from transactional relationships to people-centered wealth management practices.
I see having a growth mindset, being curious, building your courage, and continually learning that people are a huge asset in finance. Our office is always open to discuss career direction with young people in our community, if you have any questions or are thinking about the financial industry – come see us!
Local businesswomen in business